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SCHR vs VDE

Comparison between SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF) and VANGUARD ENERGY INDEX FUND ETF SHARES (VDE, ETF).

5-Year PerformanceVDE has outperformed SCHR, delivering a return of +20.4% compared to +0.2%

SCHR vs VDE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHR
$13B
Winner
VDE
$13B
Expense Ratio
Winner
SCHR
0.03%
VDE
0.09%
Max Drawdown
Winner
SCHR
20.13%
VDE
78.51%
Sharpe Ratio
SCHR
-0.00
Winner
VDE
1.78
5Y Beta
Winner
SCHR
-0.01
VDE
0.60
P/E Ratio
SCHR
N/A
VDE
19.77
Forward P/E
SCHR
N/A
VDE
15.00
5Y Dividends CAGR
SCHR
21.51%
Winner
VDE
22.11%
5Y EPS CAGR
SCHR
N/A
VDE
22.86%
P/S Ratio
SCHR
N/A
VDE
1.58
P/B Ratio
SCHR
N/A
VDE
2.45

SCHR vs VDE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHR
-0.04%
VDE
-3.88%
3M
SCHR
-0.18%
Winner
VDE
+5.30%
6M
SCHR
+0.50%
Winner
VDE
+27.28%
1Y
SCHR
+4.19%
Winner
VDE
+42.84%
5Y(CAGR)
SCHR
+0.19%
Winner
VDE
+20.43%
10Y(CAGR)
SCHR
+1.29%
Winner
VDE
+9.62%
Max(CAGR)
SCHR
+1.96%
Winner
VDE
+8.13%

SCHR vs VDE - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearSCHRVDE
2026+0.17%+23.79%
2025+7.37%+5.79%
2024+1.68%+5.70%
2023+3.85%+4.13%
2022-10.09%+57.80%
2021-2.67%+55.40%
2020+7.50%-33.63%
2019+6.13%+6.90%
2018+1.46%-21.37%
2017+1.52%-3.64%
2016+0.84%+29.21%
2015+1.40%-23.61%
2014+4.28%-8.64%
2013-2.60%+22.95%
2012+2.67%+0.65%
2011+10.32%+1.84%
2010-0.88%+17.40%
2009N/A+18.68%
2008N/A-40.08%
2007N/A+40.01%
2006N/A+14.00%
2005N/A+44.17%
2004N/A+5.32%

SCHR vs VDE 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 VDE was -74.23%, occurring on Mar 18, 2020. Recovery took 1964 trading sessions.

The current SCHR drawdown is -1.82%. The current VDE drawdown is -10.49%.

RankSCHRVDE
#1-16.11%
Aug 4, 2020 - Oct 20, 2022
-74.23%
Jun 23, 2014 - Apr 8, 2022
#2-5.79%
Nov 4, 2010 - Jun 24, 2011
-58.18%
May 20, 2008 - Sep 11, 2013
#3-5.38%
Jul 5, 2016 - Mar 22, 2019
-26.56%
Jun 7, 2022 - Nov 1, 2022
#4-5.23%
May 1, 2013 - Oct 13, 2014
-21.39%
Nov 22, 2024 - Jan 5, 2026
#5-2.68%
Feb 2, 2015 - Aug 24, 2015
-18.53%
Nov 15, 2022 - Sep 8, 2023
#6-2.56%
Jan 31, 2012 - May 4, 2012
-16.76%
May 10, 2006 - Nov 29, 2006
#7-2.48%
Sep 22, 2011 - Dec 16, 2011
-15.93%
Jan 3, 2008 - Apr 16, 2008
#8-2.26%
Sep 4, 2019 - Jan 27, 2020
-15.87%
Sep 29, 2005 - Jan 13, 2006
#9-2.21%
Mar 9, 2020 - Mar 23, 2020
-15.10%
Mar 4, 2005 - Jun 17, 2005
#10-2.14%
Oct 14, 2015 - Jan 20, 2016
-13.45%
Apr 5, 2024 - Nov 20, 2024
#11-1.89%
Jun 24, 2011 - Jul 13, 2011
-13.03%
Sep 14, 2023 - Mar 19, 2024
#12-1.73%
Feb 11, 2016 - Apr 7, 2016
-12.74%
Dec 14, 2006 - Apr 4, 2007
#13-1.56%
Jul 24, 2012 - Dec 5, 2012
-12.51%
Jul 19, 2007 - Sep 18, 2007
#14-1.44%
Dec 6, 2012 - Apr 4, 2013
-11.80%
Mar 27, 2026 - Apr 17, 2026
#15-1.43%
Aug 31, 2010 - Sep 22, 2010
-11.56%
Jan 30, 2006 - Apr 18, 2006

Correlation

Correlation between SCHR and VDE is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20
-101

Dividend Comparison (2004 - 2026)

SCHR vs VDE dividend yield comparison.

YearSCHRVDE
20261.30%0.61%
20253.85%3.11%
20243.77%3.23%
20233.16%3.34%
20222.02%3.65%
20211.00%4.13%
20201.62%4.76%
20192.31%3.42%
20182.11%3.35%
20171.65%2.90%
20161.46%2.31%
20151.56%3.17%
20141.44%1.98%
20131.07%1.74%
20121.07%1.95%
20111.53%1.60%
20100.57%1.25%
20090.00%1.43%
20080.00%1.76%
20070.00%0.83%
20060.00%1.09%
20050.00%0.97%
20040.00%0.41%

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