SCHW vs PEP
Comparison between Charles Schwab Corp (SCHW, Company) and PepsiCo Inc (PEP, Company).
SCHW is from the Financial Services sector, while PEP is from the Consumer Defensive sector.
5-Year PerformanceSCHW has outperformed PEP, delivering a return of +9.8% compared to +1.0%
SCHW vs PEP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHW vs PEP - Historical Returns
Returns include dividend reinvestment.
SCHW vs PEP - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHW | PEP |
|---|---|---|
| 2026 | +6.74% | -0.77% |
| 2025 | +36.96% | -0.65% |
| 2024 | +8.69% | -9.23% |
| 2023 | -14.61% | -2.64% |
| 2022 | -1.84% | +7.22% |
| 2021 | +61.06% | +23.91% |
| 2020 | +12.01% | +12.41% |
| 2019 | +16.22% | +28.77% |
| 2018 | -18.54% | -3.31% |
| 2017 | +28.78% | +17.79% |
| 2016 | +24.61% | +9.05% |
| 2015 | +9.81% | +8.89% |
| 2014 | +17.99% | +18.46% |
| 2013 | +74.54% | +23.03% |
| 2012 | +24.91% | +6.32% |
| 2011 | -34.61% | +4.08% |
| 2010 | -12.24% | +9.84% |
| 2009 | +17.99% | +12.18% |
| 2008 | -33.48% | -25.37% |
| 2007 | +37.09% | +23.55% |
| 2006 | +30.30% | +6.63% |
| 2005 | +26.74% | +15.82% |
| 2004 | +3.17% | +14.21% |
| 2003 | +3.64% | +9.75% |
| 2002 | -29.96% | -12.96% |
| 2001 | -40.49% | -0.18% |
| 2000 | +15.20% | +36.31% |
| 1999 | -1.58% | +5.42% |
SCHW vs PEP Drawdown Comparison
The maximum drawdown for SCHW was -84.72%, occurring on Mar 11, 2003. Recovery took 4185 trading sessions.
The maximum drawdown for PEP was -40.41%, occurring on Mar 9, 2009. Recovery took 1125 trading sessions.
The current SCHW drawdown is -0.33%. The current PEP drawdown is -21.09%.
| Rank | SCHW | PEP |
|---|---|---|
| #1 | -84.72% Mar 24, 2000 - Nov 10, 2016 | -40.41% Jan 10, 2008 - Jun 27, 2012 |
| #2 | -51.08% May 22, 2018 - Jan 6, 2021 | -32.98% Apr 19, 2002 - Feb 23, 2004 |
| #3 | -49.70% Jan 14, 2022 - Jun 30, 2025 | -30.32% May 12, 2023 - May 14, 2025 |
| #4 | -28.26% Nov 16, 1999 - Mar 1, 2000 | -28.81% Feb 14, 2020 - Nov 11, 2020 |
| #5 | -19.83% Feb 9, 2026 - Aug 5, 2026 | -20.44% Jan 26, 2018 - Nov 19, 2018 |
| #6 | -15.78% Jan 12, 2021 - Feb 17, 2021 | -18.60% Jan 7, 2000 - Apr 24, 2000 |
| #7 | -13.78% Mar 16, 2017 - Jul 3, 2017 | -16.81% Dec 14, 2000 - Sep 18, 2001 |
| #8 | -13.24% Mar 12, 2018 - May 9, 2018 | -13.74% Oct 30, 2000 - Dec 14, 2000 |
| #9 | -12.64% Jan 17, 2018 - Mar 9, 2018 | -13.46% Jun 22, 2004 - Feb 4, 2005 |
| #10 | -12.59% Jul 5, 2017 - Sep 27, 2017 | -12.92% Dec 31, 2020 - May 20, 2021 |
| #11 | -12.27% Jun 3, 2021 - Aug 27, 2021 | -12.36% Nov 30, 2018 - Mar 22, 2019 |
| #12 | -12.02% Nov 4, 1999 - Nov 12, 1999 | -11.90% Jan 14, 2022 - Apr 20, 2022 |
| #13 | -9.76% Aug 27, 2021 - Sep 27, 2021 | -11.44% Apr 28, 2022 - Aug 1, 2022 |
| #14 | -8.49% Mar 10, 2000 - Mar 17, 2000 | -11.13% Aug 14, 2000 - Oct 2, 2000 |
| #15 | -8.20% Oct 22, 2021 - Dec 16, 2021 | -10.55% Jun 30, 2000 - Jul 28, 2000 |
Correlation
Correlation between SCHW and PEP is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
SCHW vs PEP dividend yield comparison.
| Year | SCHW | PEP |
|---|---|---|
| 2026 | 0.59% | 2.10% |
| 2025 | 1.08% | 3.92% |
| 2024 | 1.35% | 3.51% |
| 2023 | 1.45% | 2.91% |
| 2022 | 1.01% | 2.50% |
| 2021 | 0.86% | 2.45% |
| 2020 | 1.36% | 2.71% |
| 2019 | 1.43% | 2.77% |
| 2018 | 1.11% | 3.25% |
| 2017 | 0.62% | 2.64% |
| 2016 | 0.68% | 2.83% |
| 2015 | 0.73% | 2.76% |
| 2014 | 0.79% | 2.68% |
| 2013 | 0.92% | 2.70% |
| 2012 | 1.67% | 3.11% |
| 2011 | 2.13% | 3.05% |
| 2010 | 1.40% | 2.89% |
| 2009 | 1.28% | 2.92% |
| 2008 | 1.36% | 3.01% |
| 2007 | 4.70% | 1.88% |
| 2006 | 0.70% | 1.85% |
| 2005 | 0.61% | 1.71% |
| 2004 | 0.62% | 1.63% |
| 2003 | 0.42% | 1.35% |
| 2002 | 0.41% | 1.41% |
| 2001 | 0.28% | 1.18% |
| 2000 | 0.14% | 1.12% |
| 1999 | 0.04% | 0.38% |
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