SCHW vs XLF
Comparison between Charles Schwab Corp (SCHW, Company) and STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF, ETF).
Both SCHW and XLF are from the Financial Services sector.
5-Year PerformanceXLF has outperformed SCHW, delivering a return of +8.2% compared to +4.6%
SCHW vs XLF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHW vs XLF - Historical Returns
Returns include dividend reinvestment.
SCHW vs XLF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHW | XLF |
|---|---|---|
| 2026 | -11.92% | -4.30% |
| 2025 | +36.96% | +15.17% |
| 2024 | +8.69% | +29.99% |
| 2023 | -14.61% | +11.63% |
| 2022 | -1.84% | -11.69% |
| 2021 | +61.06% | +36.68% |
| 2020 | +12.01% | -2.62% |
| 2019 | +16.22% | +30.78% |
| 2018 | -18.54% | -13.07% |
| 2017 | +28.78% | +20.65% |
| 2016 | +24.61% | +24.85% |
| 2015 | +9.81% | -1.74% |
| 2014 | +17.99% | +15.69% |
| 2013 | +74.54% | +31.71% |
| 2012 | +24.91% | +25.14% |
| 2011 | -34.61% | -18.93% |
| 2010 | -12.24% | +9.70% |
| 2009 | +17.99% | +16.31% |
| 2008 | -33.48% | -54.06% |
| 2007 | +37.09% | -19.59% |
| 2006 | +30.30% | +17.23% |
| 2005 | +26.74% | +6.58% |
| 2004 | +3.17% | +11.02% |
| 2003 | +3.64% | +25.90% |
| 2002 | -29.96% | -14.65% |
| 2001 | -40.49% | -6.80% |
| 2000 | +15.20% | +30.76% |
| 1999 | -1.58% | -5.52% |
SCHW vs XLF Drawdown Comparison
The maximum drawdown for SCHW was -84.72%, occurring on Mar 11, 2003. Recovery took 4185 trading sessions.
The maximum drawdown for XLF was -82.72%, occurring on Mar 6, 2009. Recovery took 2555 trading sessions.
The current SCHW drawdown is -16.55%. The current XLF drawdown is -6.80%.
| Rank | SCHW | XLF |
|---|---|---|
| #1 | -84.72% Mar 24, 2000 - Nov 10, 2016 | -82.72% Jun 1, 2007 - Jul 25, 2017 |
| #2 | -51.08% May 22, 2018 - Jan 6, 2021 | -42.83% Feb 14, 2020 - Jan 6, 2021 |
| #3 | -49.70% Jan 14, 2022 - Jun 30, 2025 | -36.64% Jan 3, 2001 - Jan 15, 2004 |
| #4 | -28.26% Nov 16, 1999 - Mar 1, 2000 | -25.82% Jan 12, 2022 - Feb 22, 2024 |
| #5 | -19.83% Feb 9, 2026 - May 28, 2026 | -25.34% Nov 16, 1999 - Jun 2, 2000 |
| #6 | -15.78% Jan 12, 2021 - Feb 17, 2021 | -24.66% Jan 26, 2018 - Nov 4, 2019 |
| #7 | -13.78% Mar 16, 2017 - Jul 3, 2017 | -15.55% Feb 19, 2025 - Jun 27, 2025 |
| #8 | -13.24% Mar 12, 2018 - May 9, 2018 | -14.80% Jan 6, 2026 - Mar 27, 2026 |
| #9 | -12.64% Jan 17, 2018 - Mar 9, 2018 | -14.09% Sep 11, 2000 - Dec 26, 2000 |
| #10 | -12.59% Jul 5, 2017 - Sep 27, 2017 | -11.52% Jun 2, 2000 - Aug 4, 2000 |
| #11 | -12.27% Jun 3, 2021 - Aug 27, 2021 | -10.19% Mar 5, 2004 - Dec 1, 2004 |
| #12 | -12.02% Nov 4, 1999 - Nov 12, 1999 | -9.13% Feb 15, 2005 - Jul 14, 2005 |
| #13 | -9.76% Aug 27, 2021 - Sep 27, 2021 | -8.42% Jun 4, 2021 - Aug 10, 2021 |
| #14 | -8.49% Mar 10, 2000 - Mar 17, 2000 | -8.32% Feb 20, 2007 - May 9, 2007 |
| #15 | -8.20% Oct 22, 2021 - Dec 16, 2021 | -7.98% Jan 14, 2021 - Feb 12, 2021 |
Correlation
Correlation between SCHW and XLF is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
SCHW vs XLF dividend yield comparison.
| Year | SCHW | XLF |
|---|---|---|
| 2026 | 0.72% | 0.48% |
| 2025 | 1.08% | 1.31% |
| 2024 | 1.35% | 1.42% |
| 2023 | 1.45% | 1.71% |
| 2022 | 1.01% | 2.04% |
| 2021 | 0.86% | 1.63% |
| 2020 | 1.36% | 2.03% |
| 2019 | 1.43% | 1.87% |
| 2018 | 1.11% | 2.08% |
| 2017 | 0.62% | 1.48% |
| 2016 | 0.68% | 21.10% |
| 2015 | 0.73% | 1.95% |
| 2014 | 0.79% | 1.60% |
| 2013 | 0.92% | 1.47% |
| 2012 | 1.67% | 1.76% |
| 2011 | 2.13% | 1.73% |
| 2010 | 1.40% | 0.98% |
| 2009 | 1.28% | 1.71% |
| 2008 | 1.36% | 6.15% |
| 2007 | 4.70% | 3.00% |
| 2006 | 0.70% | 2.52% |
| 2005 | 0.61% | 2.24% |
| 2004 | 0.62% | 2.05% |
| 2003 | 0.42% | 1.84% |
| 2002 | 0.41% | 2.03% |
| 2001 | 0.28% | 1.53% |
| 2000 | 0.14% | 1.23% |
| 1999 | 0.04% | 0.35% |
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