SCHR vs SCZ
Comparison between SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF) and ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF).
5-Year PerformanceSCZ has outperformed SCHR, delivering a return of +6.1% compared to -0.1%
SCHR vs SCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHR vs SCZ - Historical Returns
Returns include dividend reinvestment.
SCHR vs SCZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SCHR | SCZ |
|---|---|---|
| 2026 | -0.48% | +12.26% |
| 2025 | +7.37% | +32.40% |
| 2024 | +1.68% | +2.77% |
| 2023 | +3.85% | +12.31% |
| 2022 | -10.09% | -21.61% |
| 2021 | -2.67% | +9.90% |
| 2020 | +7.50% | +10.70% |
| 2019 | +6.13% | +24.72% |
| 2018 | +1.46% | -18.18% |
| 2017 | +1.52% | +31.99% |
| 2016 | +0.84% | +3.60% |
| 2015 | +1.40% | +9.15% |
| 2014 | +4.28% | -4.99% |
| 2013 | -2.60% | +26.25% |
| 2012 | +2.67% | +17.53% |
| 2011 | +10.32% | -16.00% |
| 2010 | -0.88% | +18.39% |
| 2009 | N/A | +41.36% |
| 2008 | N/A | -47.82% |
| 2007 | N/A | -0.31% |
SCHR vs SCZ Drawdown Comparison
The maximum drawdown for SCHR was -16.11%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.
The current SCHR drawdown is -2.46%. The current SCZ drawdown is -0.62%.
| Rank | SCHR | SCZ |
|---|---|---|
| #1 | -16.11% Aug 4, 2020 - Oct 20, 2022 | -61.87% Dec 13, 2007 - Apr 24, 2013 |
| #2 | -5.79% Nov 4, 2010 - Jun 24, 2011 | -41.07% Jan 26, 2018 - Nov 23, 2020 |
| #3 | -5.38% Jul 5, 2016 - Mar 22, 2019 | -36.83% Sep 3, 2021 - Jun 2, 2025 |
| #4 | -5.23% May 1, 2013 - Oct 13, 2014 | -17.42% May 15, 2015 - Sep 6, 2016 |
| #5 | -2.68% Feb 2, 2015 - Aug 24, 2015 | -16.12% Jul 3, 2014 - May 13, 2015 |
| #6 | -2.56% Jan 31, 2012 - May 4, 2012 | -11.43% Feb 27, 2026 - May 8, 2026 |
| #7 | -2.48% Sep 22, 2011 - Dec 16, 2011 | -10.32% May 8, 2013 - Aug 5, 2013 |
| #8 | -2.26% Sep 4, 2019 - Jan 27, 2020 | -6.64% Sep 28, 2016 - Feb 1, 2017 |
| #9 | -2.21% Mar 9, 2020 - Mar 23, 2020 | -6.18% Jan 15, 2014 - Feb 18, 2014 |
| #10 | -2.14% Oct 14, 2015 - Jan 20, 2016 | -5.77% Oct 27, 2025 - Dec 11, 2025 |
| #11 | -1.89% Jun 24, 2011 - Jul 13, 2011 | -5.67% Jun 14, 2021 - Aug 13, 2021 |
| #12 | -1.73% Feb 11, 2016 - Apr 7, 2016 | -4.87% Mar 6, 2014 - Jun 6, 2014 |
| #13 | -1.56% Jul 24, 2012 - Dec 5, 2012 | -4.39% May 29, 2026 - Aug 4, 2026 |
| #14 | -1.44% Dec 6, 2012 - Apr 4, 2013 | -4.34% May 7, 2021 - Jun 1, 2021 |
| #15 | -1.43% Aug 31, 2010 - Sep 22, 2010 | -4.09% Aug 13, 2013 - Sep 9, 2013 |
Correlation
Correlation between SCHR and SCZ is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
SCHR vs SCZ dividend yield comparison.
| Year | SCHR | SCZ |
|---|---|---|
| 2026 | 2.35% | 1.35% |
| 2025 | 3.85% | 3.30% |
| 2024 | 3.77% | 3.50% |
| 2023 | 3.16% | 2.96% |
| 2022 | 2.02% | 1.99% |
| 2021 | 1.00% | 2.96% |
| 2020 | 1.62% | 1.52% |
| 2019 | 2.31% | 3.52% |
| 2018 | 2.11% | 2.79% |
| 2017 | 1.65% | 2.38% |
| 2016 | 1.46% | 2.82% |
| 2015 | 1.56% | 2.06% |
| 2014 | 1.44% | 2.61% |
| 2013 | 1.07% | 2.39% |
| 2012 | 1.07% | 3.26% |
| 2011 | 1.53% | 3.28% |
| 2010 | 0.57% | 2.84% |
| 2009 | 0.00% | 2.28% |
| 2008 | 0.00% | 2.79% |
| 2007 | 0.00% | 0.08% |
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