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SCHW vs ETN

Comparison between Charles Schwab Corp (SCHW, Company) and Eaton Corporation plc (ETN, Company).

SCHW is from the Financial Services sector, while ETN is from the Industrials sector.

5-Year PerformanceETN has outperformed SCHW, delivering a return of +24.2% compared to +5.8%

SCHW vs ETN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SCHW
$166B
ETN
$164B
Max Drawdown
SCHW
84.86%
Winner
ETN
70.48%
Sharpe Ratio
SCHW
0.26
Winner
ETN
0.99
5Y Beta
Winner
SCHW
0.80
ETN
1.44
Industry
SCHW
Capital Markets
ETN
Specialty Industrial Machinery
P/E Ratio
Winner
SCHW
18.85
ETN
41.04
Forward P/E
Winner
SCHW
15.43
ETN
30.86
PEG Ratio
Winner
SCHW
0.27
ETN
14.30
Dividend Yield
Winner
SCHW
1.27%
ETN
1.06%
5Y Dividends CAGR
Winner
SCHW
21.84%
ETN
18.38%
5Y EPS CAGR
SCHW
21.65%
Winner
ETN
23.40%
Debt to Equity
Winner
SCHW
0.00%
ETN
107.14%
Free Cash Flow Yield
Winner
SCHW
5.27%
ETN
2.31%
P/S Ratio
SCHW
6.51
Winner
ETN
5.74
P/B Ratio
Winner
SCHW
3.26
ETN
8.21

SCHW vs ETN - Historical Returns

Returns include dividend reinvestment.

1M
SCHW
-8.04%
Winner
ETN
+4.18%
3M
SCHW
-16.77%
Winner
ETN
+6.86%
6M
SCHW
-6.04%
Winner
ETN
+7.80%
1Y
SCHW
+6.70%
Winner
ETN
+31.97%
5Y(CAGR)
SCHW
+5.76%
Winner
ETN
+24.19%
10Y(CAGR)
SCHW
+13.99%
Winner
ETN
+23.63%
Max(CAGR)
SCHW
+6.06%
Winner
ETN
+15.22%

SCHW vs ETN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSCHWETN
2026-12.15%+23.10%
2025+36.96%-2.81%
2024+8.69%+40.64%
2023-14.61%+55.40%
2022-1.84%-4.90%
2021+61.06%+48.41%
2020+12.01%+28.40%
2019+16.22%+42.90%
2018-18.54%-9.93%
2017+28.78%+19.01%
2016+24.61%+33.38%
2015+9.81%-20.71%
2014+17.99%-7.46%
2013+74.54%+38.36%
2012+24.91%+23.06%
2011-34.61%-13.62%
2010-12.24%+62.38%
2009+17.99%+27.80%
2008-33.48%-45.34%
2007+37.09%+31.45%
2006+30.30%+14.15%
2005+26.74%-3.81%
2004+3.17%+37.99%
2003+3.64%+38.00%
2002-29.96%+7.39%
2001-40.49%+13.34%
2000+15.20%+7.94%
1999-1.58%-0.58%

SCHW vs ETN Drawdown Comparison

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

The maximum drawdown for ETN was -68.97%, occurring on Mar 9, 2009. Recovery took 830 trading sessions.

The current SCHW drawdown is -16.77%. The current ETN drawdown is -7.23%.

RankSCHWETN
#1-84.72%
Mar 24, 2000 - Nov 10, 2016
-68.97%
Jul 23, 2007 - Nov 4, 2010
#2-51.08%
May 22, 2018 - Jan 6, 2021
-44.50%
Feb 20, 2020 - Aug 28, 2020
#3-49.70%
Jan 14, 2022 - Jun 30, 2025
-38.34%
Feb 11, 2011 - Dec 18, 2012
#4-28.26%
Nov 16, 1999 - Mar 1, 2000
-37.52%
Jul 16, 2014 - Mar 1, 2017
#5-17.17%
Feb 9, 2026 - Apr 24, 2026
-34.46%
Dec 4, 2024 - Jul 17, 2025
#6-15.78%
Jan 12, 2021 - Feb 17, 2021
-31.65%
Apr 16, 2002 - Jul 23, 2003
#7-13.78%
Mar 16, 2017 - Jul 3, 2017
-29.63%
Apr 26, 2000 - Feb 25, 2002
#8-13.24%
Mar 12, 2018 - May 9, 2018
-27.29%
Nov 9, 2021 - Feb 10, 2023
#9-12.64%
Jan 17, 2018 - Mar 9, 2018
-26.06%
Sep 21, 2018 - Sep 10, 2019
#10-12.59%
Jul 5, 2017 - Sep 27, 2017
-22.62%
Nov 16, 1999 - Mar 16, 2000
#11-12.27%
Jun 3, 2021 - Aug 27, 2021
-20.53%
Dec 31, 2004 - Feb 24, 2006
#12-12.02%
Nov 4, 1999 - Nov 12, 1999
-19.78%
May 24, 2024 - Oct 11, 2024
#13-9.76%
Aug 27, 2021 - Sep 27, 2021
-19.66%
May 11, 2006 - Dec 4, 2006
#14-8.49%
Mar 10, 2000 - Mar 17, 2000
-19.14%
Jul 28, 2025 - Feb 11, 2026
#15-8.20%
Oct 22, 2021 - Dec 16, 2021
-18.51%
Sep 11, 2023 - Dec 14, 2023

Correlation

Correlation between SCHW and ETN is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (1999 - 2026)

SCHW vs ETN dividend yield comparison.

YearSCHWETN
20260.72%0.27%
20251.08%1.31%
20241.35%1.13%
20231.45%1.43%
20221.01%2.06%
20210.86%1.76%
20201.36%1.88%
20191.43%3.00%
20181.11%3.85%
20170.62%3.04%
20160.68%3.40%
20150.73%4.23%
20140.79%2.88%
20130.92%2.21%
20121.67%2.81%
20112.13%3.12%
20101.40%2.13%
20091.28%3.14%
20081.36%4.02%
20074.70%1.77%
20060.70%1.97%
20050.61%1.85%
20040.62%1.31%
20030.42%1.70%
20020.41%2.25%
20010.28%2.37%
20000.14%2.34%
19990.04%0.61%

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