SCHW vs UNP
Comparison between Charles Schwab Corp (SCHW, Company) and Union Pacific Corp (UNP, Company).
SCHW is from the Financial Services sector, while UNP is from the Industrials sector.
5-Year PerformanceSCHW has outperformed UNP, delivering a return of +6.4% compared to +6.0%
SCHW vs UNP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHW vs UNP - Historical Returns
Returns include dividend reinvestment.
SCHW vs UNP - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHW | UNP |
|---|---|---|
| 2026 | -10.66% | +15.21% |
| 2025 | +36.96% | +3.36% |
| 2024 | +8.69% | -4.28% |
| 2023 | -14.61% | +21.22% |
| 2022 | -1.84% | -14.52% |
| 2021 | +61.06% | +26.49% |
| 2020 | +12.01% | +16.71% |
| 2019 | +16.22% | +34.11% |
| 2018 | -18.54% | +3.97% |
| 2017 | +28.78% | +33.74% |
| 2016 | +24.61% | +34.65% |
| 2015 | +9.81% | -32.56% |
| 2014 | +17.99% | +45.26% |
| 2013 | +74.54% | +33.36% |
| 2012 | +24.91% | +18.89% |
| 2011 | -34.61% | +15.35% |
| 2010 | -12.24% | +44.19% |
| 2009 | +17.99% | +30.24% |
| 2008 | -33.48% | -21.89% |
| 2007 | +37.09% | +37.64% |
| 2006 | +30.30% | +16.39% |
| 2005 | +26.74% | +21.48% |
| 2004 | +3.17% | -0.72% |
| 2003 | +3.64% | +15.44% |
| 2002 | -29.96% | +7.23% |
| 2001 | -40.49% | +14.23% |
| 2000 | +15.20% | +20.22% |
| 1999 | -1.58% | -18.94% |
SCHW vs UNP Drawdown Comparison
The maximum drawdown for SCHW was -84.72%, occurring on Mar 11, 2003. Recovery took 4185 trading sessions.
The maximum drawdown for UNP was -59.43%, occurring on Mar 9, 2009. Recovery took 517 trading sessions.
The current SCHW drawdown is -15.36%. The current UNP drawdown is -3.39%.
| Rank | SCHW | UNP |
|---|---|---|
| #1 | -84.72% Mar 24, 2000 - Nov 10, 2016 | -59.43% Aug 29, 2008 - Sep 20, 2010 |
| #2 | -51.08% May 22, 2018 - Jan 6, 2021 | -43.17% Feb 12, 2015 - Sep 27, 2017 |
| #3 | -49.70% Jan 14, 2022 - Jun 30, 2025 | -38.71% Jan 23, 2020 - Aug 10, 2020 |
| #4 | -28.26% Nov 16, 1999 - Mar 1, 2000 | -34.95% Nov 1, 1999 - Jan 8, 2001 |
| #5 | -17.50% Feb 9, 2026 - May 11, 2026 | -31.83% Mar 30, 2022 - Feb 9, 2026 |
| #6 | -15.78% Jan 12, 2021 - Feb 17, 2021 | -25.57% May 16, 2001 - Jan 4, 2002 |
| #7 | -13.78% Mar 16, 2017 - Jul 3, 2017 | -24.83% Jul 1, 2011 - Dec 27, 2011 |
| #8 | -13.24% Mar 12, 2018 - May 9, 2018 | -21.88% Sep 21, 2018 - Feb 11, 2019 |
| #9 | -12.64% Jan 17, 2018 - Mar 9, 2018 | -19.94% Dec 29, 2003 - Mar 22, 2005 |
| #10 | -12.59% Jul 5, 2017 - Sep 27, 2017 | -19.64% Mar 4, 2002 - Nov 3, 2003 |
| #11 | -12.27% Jun 3, 2021 - Aug 27, 2021 | -19.38% Dec 10, 2007 - Apr 16, 2008 |
| #12 | -12.02% Nov 4, 1999 - Nov 12, 1999 | -18.60% Apr 24, 2006 - Jan 18, 2007 |
| #13 | -9.76% Aug 27, 2021 - Sep 27, 2021 | -17.53% Jul 23, 2007 - Oct 23, 2007 |
| #14 | -8.49% Mar 10, 2000 - Mar 17, 2000 | -17.38% Oct 16, 2020 - Jan 6, 2021 |
| #15 | -8.20% Oct 22, 2021 - Dec 16, 2021 | -15.32% Jul 31, 2019 - Nov 25, 2019 |
Correlation
Correlation between SCHW and UNP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
SCHW vs UNP dividend yield comparison.
| Year | SCHW | UNP |
|---|---|---|
| 2026 | 0.71% | 0.52% |
| 2025 | 1.08% | 2.35% |
| 2024 | 1.35% | 2.32% |
| 2023 | 1.45% | 2.12% |
| 2022 | 1.01% | 2.45% |
| 2021 | 0.86% | 1.70% |
| 2020 | 1.36% | 1.86% |
| 2019 | 1.43% | 2.05% |
| 2018 | 1.11% | 2.21% |
| 2017 | 0.62% | 1.85% |
| 2016 | 0.68% | 2.17% |
| 2015 | 0.73% | 2.81% |
| 2014 | 0.79% | 1.60% |
| 2013 | 0.92% | 1.76% |
| 2012 | 1.67% | 1.98% |
| 2011 | 2.13% | 1.82% |
| 2010 | 1.40% | 1.41% |
| 2009 | 1.28% | 1.69% |
| 2008 | 1.36% | 2.05% |
| 2007 | 4.70% | 1.19% |
| 2006 | 0.70% | 1.30% |
| 2005 | 0.61% | 1.49% |
| 2004 | 0.62% | 1.78% |
| 2003 | 0.42% | 1.42% |
| 2002 | 0.41% | 1.39% |
| 2001 | 0.28% | 1.40% |
| 2000 | 0.14% | 1.58% |
| 1999 | 0.04% | 0.46% |
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