SCHW vs BAC-P-M

Comparison between Charles Schwab Corp (SCHW, Company) and Bank Of America Corp (BAC-P-M, Company).

5-Year PerformanceSCHW has outperformed BAC-P-M, delivering a return of +6.4% compared to +0.8%

SCHW vs BAC-P-M - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHW(COMPANY)	BAC-P-M(COMPANY)
Market Cap	$157B	$154B
Max Drawdown	84.86%	27.04%
Sharpe Ratio	0.06	0.24
5Y Beta	0.78	N/A
Industry	Capital Markets	Other
P/E Ratio	18.22	4.95
Forward P/E	15.17	N/A
PEG Ratio	0.25	0.24
Dividend Yield	1.22%	N/A
5Y Dividends CAGR	21.84%	0.00%
5Y EPS CAGR	21.93%	11.43%
Debt to Equity	0.00%	108.41%
Free Cash Flow Yield	6.18%	36.73%

Market Cap

Winner

SCHW

$157B

BAC-P-M

$154B

Max Drawdown

SCHW

84.86%

Winner

BAC-P-M

27.04%

Sharpe Ratio

SCHW

0.06

Winner

BAC-P-M

0.24

5Y Beta

SCHW

0.78

BAC-P-M

N/A

Industry

SCHW

Capital Markets

BAC-P-M

Other

P/E Ratio

SCHW

18.22

Winner

BAC-P-M

4.95

Forward P/E

SCHW

15.17

BAC-P-M

N/A

PEG Ratio

SCHW

0.25

Winner

BAC-P-M

0.24

Dividend Yield

SCHW

1.22%

BAC-P-M

N/A

5Y Dividends CAGR

Winner

SCHW

21.84%

BAC-P-M

0.00%

5Y EPS CAGR

Winner

SCHW

21.93%

BAC-P-M

11.43%

Debt to Equity

Winner

SCHW

0.00%

BAC-P-M

108.41%

Free Cash Flow Yield

SCHW

6.18%

Winner

BAC-P-M

36.73%

SCHW vs BAC-P-M - Historical Returns

Returns include dividend reinvestment.

Period	SCHW	BAC-P-M
1 month	-2.91%	-2.79%
3 months	-3.82%	-5.40%
6 months	+0.28%	+0.78%
1 year	+2.33%	+6.00%
5 years(CAGR)	+6.36%	+0.80%
10 years(CAGR)	+13.27%	N/A
Max(CAGR)	+6.12%	+3.35%

SCHW

-2.91%

Winner

BAC-P-M

-2.79%

Winner

SCHW

-3.82%

BAC-P-M

-5.40%

SCHW

+0.28%

Winner

BAC-P-M

+0.78%

SCHW

+2.33%

Winner

BAC-P-M

+6.00%

5Y(CAGR)

Winner

SCHW

+6.36%

BAC-P-M

+0.80%

10Y(CAGR)

SCHW

+13.27%

BAC-P-M

N/A

Max(CAGR)

Winner

SCHW

+6.12%

BAC-P-M

+3.35%

SCHW vs BAC-P-M - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SCHW	BAC-P-M
2026	-10.66%	-1.26%
2025	+36.96%	+0.90%
2024	+8.69%	+3.98%
2023	-14.61%	+15.55%
2022	-1.84%	-17.32%
2021	+61.06%	+3.98%
2020	+12.01%	+7.59%
2019	+16.22%	+9.25%
2018	-18.54%	N/A
2017	+28.78%	N/A
2016	+24.61%	N/A
2015	+9.81%	N/A
2014	+17.99%	N/A
2013	+74.54%	N/A
2012	+24.91%	N/A
2011	-34.61%	N/A
2010	-12.24%	N/A
2009	+17.99%	N/A
2008	-33.48%	N/A
2007	+37.09%	N/A
2006	+30.30%	N/A
2005	+26.74%	N/A
2004	+3.17%	N/A
2003	+3.64%	N/A
2002	-29.96%	N/A
2001	-40.49%	N/A
2000	+15.20%	N/A
1999	-1.58%	N/A

SCHW vs BAC-P-M Drawdown Comparison

The maximum drawdown for SCHW was -84.72%, occurring on Mar 11, 2003. Recovery took 4185 trading sessions.

The maximum drawdown for BAC-P-M was -26.10%, occurring on Mar 23, 2020. Recovery took 111 trading sessions.

The current SCHW drawdown is -15.36%. The current BAC-P-M drawdown is -5.40%.

Rank	SCHW	BAC-P-M
#1	-84.72% Mar 24, 2000 - Nov 10, 2016	-26.10% Feb 11, 2020 - Jul 21, 2020
#2	-51.08% May 22, 2018 - Jan 6, 2021	-21.27% Jun 24, 2021 - Aug 14, 2024
#3	-49.70% Jan 14, 2022 - Jun 30, 2025	-11.78% Oct 16, 2024 - Sep 11, 2025
#4	-28.26% Nov 16, 1999 - Mar 1, 2000	-6.12% Sep 16, 2025 - Feb 20, 2026
#5	-17.50% Feb 9, 2026 - May 11, 2026	-6.01% Feb 20, 2026 - Mar 30, 2026
#6	-15.78% Jan 12, 2021 - Feb 17, 2021	-5.29% Dec 17, 2020 - Mar 16, 2021
#7	-13.78% Mar 16, 2017 - Jul 3, 2017	-4.44% Oct 6, 2020 - Dec 9, 2020
#8	-13.24% Mar 12, 2018 - May 9, 2018	-3.70% Sep 9, 2019 - Dec 16, 2019
#9	-12.64% Jan 17, 2018 - Mar 9, 2018	-2.90% Apr 26, 2021 - May 28, 2021
#10	-12.59% Jul 5, 2017 - Sep 27, 2017	-2.17% Sep 18, 2020 - Oct 2, 2020
#11	-12.27% Jun 3, 2021 - Aug 27, 2021	-1.98% Mar 16, 2021 - Apr 6, 2021
#12	-12.02% Nov 4, 1999 - Nov 12, 1999	-1.82% Aug 27, 2020 - Sep 16, 2020
#13	-9.76% Aug 27, 2021 - Sep 27, 2021	-1.34% Sep 20, 2024 - Oct 16, 2024
#14	-8.49% Mar 10, 2000 - Mar 17, 2000	-1.05% Jan 2, 2020 - Jan 30, 2020
#15	-8.20% Oct 22, 2021 - Dec 16, 2021	-0.97% Jul 29, 2019 - Aug 9, 2019

Correlation

Correlation between SCHW and BAC-P-M is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (1999 - 2026)

SCHW vs BAC-P-M dividend yield comparison.

Year	SCHW	BAC-P-M
2026	0.71%	1.56%
2025	1.08%	6.11%
2024	1.35%	5.93%
2023	1.45%	5.84%
2022	1.01%	6.42%
2021	0.86%	5.01%
2020	1.36%	4.92%
2019	1.43%	2.53%
2018	1.11%	0.00%
2017	0.62%	0.00%
2016	0.68%	0.00%
2015	0.73%	0.00%
2014	0.79%	0.00%
2013	0.92%	0.00%
2012	1.67%	0.00%
2011	2.13%	0.00%
2010	1.40%	0.00%
2009	1.28%	0.00%
2008	1.36%	0.00%
2007	4.70%	0.00%
2006	0.70%	0.00%
2005	0.61%	0.00%
2004	0.62%	0.00%
2003	0.42%	0.00%
2002	0.41%	0.00%
2001	0.28%	0.00%
2000	0.14%	0.00%
1999	0.04%	0.00%