SCHV vs STIP

Comparison between SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF) and ISHARES 0-5 YEAR TIPS BOND ETF (STIP, ETF).

5-Year PerformanceSCHV has outperformed STIP, delivering a return of +9.6% compared to +3.4%

SCHV vs STIP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHV(ETF)	STIP(ETF)
Net Assets	$15B	$15B
Expense Ratio	0.04%	0.03%
Max Drawdown	37.08%	10.26%
Sharpe Ratio	1.97	0.46
5Y Beta	0.70	-0.00
P/E Ratio	22.96	N/A
Forward P/E	17.31	N/A
PEG Ratio	0.38	N/A
5Y Dividends CAGR	1.19%	22.62%
5Y EPS CAGR	12.60%	N/A
Debt to Equity	18.71%	N/A
P/S Ratio	2.24	N/A
P/B Ratio	3.28	N/A

Net Assets

Winner

SCHV

$15B

STIP

$15B

Expense Ratio

SCHV

0.04%

Winner

STIP

0.03%

Max Drawdown

SCHV

37.08%

Winner

STIP

10.26%

Sharpe Ratio

Winner

SCHV

1.97

STIP

0.46

5Y Beta

SCHV

0.70

Winner

STIP

-0.00

P/E Ratio

SCHV

22.96

STIP

N/A

Forward P/E

SCHV

17.31

STIP

N/A

PEG Ratio

SCHV

0.38

STIP

N/A

5Y Dividends CAGR

SCHV

1.19%

Winner

STIP

22.62%

5Y EPS CAGR

SCHV

12.60%

STIP

N/A

Debt to Equity

SCHV

18.71%

STIP

N/A

P/S Ratio

SCHV

2.24

STIP

N/A

P/B Ratio

SCHV

3.28

STIP

N/A

SCHV vs STIP - Historical Returns

Returns include dividend reinvestment.

Period	SCHV	STIP
1 month	+3.65%	+0.80%
3 months	+2.31%	+1.37%
6 months	+14.00%	+2.17%
1 year	+27.29%	+4.56%
5 years(CAGR)	+9.58%	+3.43%
10 years(CAGR)	+11.31%	+3.20%
Max(CAGR)	+11.44%	+2.41%

Winner

SCHV

+3.65%

STIP

+0.80%

Winner

SCHV

+2.31%

STIP

+1.37%

Winner

SCHV

+14.00%

STIP

+2.17%

Winner

SCHV

+27.29%

STIP

+4.56%

5Y(CAGR)

Winner

SCHV

+9.58%

STIP

+3.43%

10Y(CAGR)

Winner

SCHV

+11.31%

STIP

+3.20%

Max(CAGR)

Winner

SCHV

+11.44%

STIP

+2.41%

SCHV vs STIP - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SCHV	STIP
2026	+9.77%	+1.96%
2025	+16.38%	+5.96%
2024	+13.78%	+4.84%
2023	+9.05%	+4.59%
2022	-7.86%	-2.92%
2021	+27.33%	+5.58%
2020	+2.13%	+5.02%
2019	+25.73%	+4.87%
2018	-7.73%	+0.52%
2017	+15.74%	+0.75%
2016	+18.03%	+2.66%
2015	-1.24%	-0.19%
2014	+12.00%	-1.27%
2013	+27.74%	-1.75%
2012	+13.58%	+2.10%
2011	+2.37%	+4.36%
2010	+13.12%	+0.22%
2009	-0.36%	N/A

SCHV vs STIP Drawdown Comparison

The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.

The maximum drawdown for STIP was -5.49%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.

The current SCHV drawdown is -0.58%. The current STIP drawdown is -0.06%.

Rank	SCHV	STIP
#1	-37.08% Jan 17, 2020 - Dec 4, 2020	-5.49% Mar 11, 2022 - Dec 14, 2023
#2	-19.77% Jan 4, 2022 - Jan 29, 2024	-5.29% Mar 5, 2020 - May 29, 2020
#3	-18.42% Apr 29, 2011 - Feb 16, 2012	-3.85% Sep 14, 2012 - Apr 13, 2017
#4	-17.71% Sep 21, 2018 - Apr 16, 2019	-2.00% Nov 17, 2021 - Feb 28, 2022
#5	-15.26% Nov 29, 2024 - Jun 30, 2025	-1.61% Aug 1, 2011 - Nov 4, 2011
#6	-14.49% Apr 23, 2010 - Nov 4, 2010	-1.01% Nov 7, 2011 - Jan 27, 2012
#7	-13.00% May 21, 2015 - Apr 13, 2016	-0.98% Mar 9, 2012 - Aug 31, 2012
#8	-10.60% Jan 26, 2018 - Sep 20, 2018	-0.98% Apr 13, 2017 - Sep 7, 2017
#9	-9.13% Apr 2, 2012 - Aug 6, 2012	-0.97% Feb 1, 2011 - Feb 22, 2011
#10	-7.62% Jan 19, 2010 - Mar 11, 2010	-0.95% Apr 3, 2025 - Apr 28, 2025
#11	-7.34% Sep 19, 2014 - Nov 5, 2014	-0.88% Aug 24, 2018 - Jan 30, 2019
#12	-7.16% Oct 18, 2012 - Jan 2, 2013	-0.84% Apr 30, 2025 - Jun 26, 2025
#13	-6.83% Feb 26, 2026 - Apr 23, 2026	-0.76% Sep 24, 2024 - Jan 15, 2025
#14	-6.58% Apr 30, 2019 - Jun 20, 2019	-0.69% Mar 17, 2026 - Apr 13, 2026
#15	-6.54% Jul 26, 2019 - Sep 12, 2019	-0.69% Dec 6, 2010 - Jan 3, 2011

Correlation

Correlation between SCHV and STIP is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2009 - 2026)

SCHV vs STIP dividend yield comparison.

Year	SCHV	STIP
2026	0.43%	0.76%
2025	2.02%	4.11%
2024	2.25%	2.62%
2023	2.42%	2.84%
2022	2.37%	6.04%
2021	1.93%	4.15%
2020	3.03%	1.40%
2019	3.02%	2.06%
2018	3.05%	2.44%
2017	2.37%	1.59%
2016	2.65%	0.89%
2015	2.69%	0.00%
2014	2.38%	0.74%
2013	2.18%	0.31%
2012	2.92%	1.05%
2011	2.61%	2.47%
2010	2.30%	0.07%
2009	0.16%	0.00%