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SCHW vs BLK

Comparison between Charles Schwab Corp (SCHW, Company) and BlackRock Finance Inc (BLK, Company).

Both SCHW and BLK are from the Financial Services sector.

5-Year PerformanceBLK has outperformed SCHW, delivering a return of +7.0% compared to +5.8%

SCHW vs BLK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SCHW
$166B
Winner
BLK
$167B
Max Drawdown
SCHW
84.86%
Winner
BLK
60.75%
Sharpe Ratio
SCHW
0.26
Winner
BLK
0.72
5Y Beta
Winner
SCHW
0.80
BLK
1.08
Industry
SCHW
Capital Markets
BLK
Asset Management
P/E Ratio
Winner
SCHW
18.85
BLK
26.62
Forward P/E
Winner
SCHW
15.43
BLK
19.68
PEG Ratio
Winner
SCHW
0.27
BLK
1.33
Dividend Yield
SCHW
1.27%
Winner
BLK
2.00%
5Y Dividends CAGR
Winner
SCHW
21.84%
BLK
12.08%
5Y EPS CAGR
SCHW
21.65%
BLK
N/A
Debt to Equity
Winner
SCHW
0.00%
BLK
22.49%
Free Cash Flow Yield
Winner
SCHW
5.27%
BLK
2.20%
P/S Ratio
SCHW
6.51
BLK
6.51
P/B Ratio
SCHW
3.26
Winner
BLK
2.92

SCHW vs BLK - Historical Returns

Returns include dividend reinvestment.

1M
SCHW
-8.04%
Winner
BLK
+8.32%
3M
SCHW
-16.77%
Winner
BLK
+1.06%
6M
SCHW
-6.04%
Winner
BLK
+1.34%
1Y
SCHW
+6.70%
Winner
BLK
+19.28%
5Y(CAGR)
SCHW
+5.76%
Winner
BLK
+6.96%
10Y(CAGR)
SCHW
+13.99%
Winner
BLK
+14.63%
Max(CAGR)
SCHW
+6.06%
Winner
BLK
+19.93%

SCHW vs BLK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSCHWBLK
2026-12.15%+0.58%
2025+36.96%+7.36%
2024+8.69%+31.12%
2023-14.61%+17.31%
2022-1.84%-20.04%
2021+61.06%+31.37%
2020+12.01%+45.38%
2019+16.22%+32.98%
2018-18.54%-20.86%
2017+28.78%+36.07%
2016+24.61%+17.18%
2015+9.81%-2.11%
2014+17.99%+17.06%
2013+74.54%+52.52%
2012+24.91%+17.83%
2011-34.61%-3.41%
2010-12.24%-18.21%
2009+17.99%+70.36%
2008-33.48%-36.54%
2007+37.09%+42.09%
2006+30.30%+41.07%
2005+26.74%+45.17%
2004+3.17%+45.22%
2003+3.64%+33.04%
2002-29.96%-4.65%
2001-40.49%+4.25%
2000+15.20%+152.71%
1999-1.58%+16.54%

SCHW vs BLK Drawdown Comparison

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

The maximum drawdown for BLK was -60.32%, occurring on Mar 3, 2009. Recovery took 297 trading sessions.

The current SCHW drawdown is -16.77%. The current BLK drawdown is -8.81%.

RankSCHWBLK
#1-84.72%
Mar 24, 2000 - Nov 10, 2016
-60.32%
Aug 11, 2008 - Oct 14, 2009
#2-51.08%
May 22, 2018 - Jan 6, 2021
-43.88%
Nov 12, 2021 - Sep 17, 2024
#3-49.70%
Jan 14, 2022 - Jun 30, 2025
-42.39%
Feb 12, 2020 - Jul 15, 2020
#4-28.26%
Nov 16, 1999 - Mar 1, 2000
-41.95%
Jan 11, 2010 - Jan 15, 2013
#5-17.17%
Feb 9, 2026 - Apr 24, 2026
-37.47%
Jan 22, 2018 - Feb 11, 2020
#6-15.78%
Jan 12, 2021 - Feb 17, 2021
-33.01%
Dec 8, 2000 - Jun 3, 2003
#7-13.78%
Mar 16, 2017 - Jul 3, 2017
-27.32%
Mar 25, 2008 - Aug 5, 2008
#8-13.24%
Mar 12, 2018 - May 9, 2018
-23.74%
Jan 31, 2025 - Jul 2, 2025
#9-12.64%
Jan 17, 2018 - Mar 9, 2018
-23.24%
Sep 1, 2000 - Oct 20, 2000
#10-12.59%
Jul 5, 2017 - Sep 27, 2017
-22.42%
Oct 15, 2025 - Mar 12, 2026
#11-12.27%
Jun 3, 2021 - Aug 27, 2021
-21.99%
Mar 20, 2015 - Aug 1, 2016
#12-12.02%
Nov 4, 1999 - Nov 12, 1999
-21.38%
Apr 19, 2006 - Jan 3, 2007
#13-9.76%
Aug 27, 2021 - Sep 27, 2021
-21.24%
Jan 3, 2008 - Mar 25, 2008
#14-8.49%
Mar 10, 2000 - Mar 17, 2000
-20.22%
Dec 3, 1999 - Feb 25, 2000
#15-8.20%
Oct 22, 2021 - Dec 16, 2021
-20.20%
Mar 17, 2000 - Apr 28, 2000

Correlation

Correlation between SCHW and BLK is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

SCHW vs BLK dividend yield comparison.

YearSCHWBLK
20260.72%0.53%
20251.08%1.95%
20241.35%1.99%
20231.45%2.46%
20221.01%2.75%
20210.86%1.80%
20201.36%2.01%
20191.43%2.63%
20181.11%3.08%
20170.62%1.95%
20160.68%2.41%
20150.73%2.56%
20140.79%2.16%
20130.92%2.12%
20121.67%2.90%
20112.13%3.09%
20101.40%2.10%
20091.28%1.34%
20081.36%2.33%
20074.70%1.24%
20060.70%1.11%
20050.61%1.11%
20040.62%1.29%
20030.42%0.75%
20020.41%0.00%
20010.28%0.00%
20000.14%0.00%
19990.04%0.00%

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