SCHX vs IAU
Comparison between SCHWAB U.S. LARGE-CAP ETF (SCHX, ETF) and iShares Gold Trust (IAU, ETF).
5-Year PerformanceIAU has outperformed SCHX, delivering a return of +17.3% compared to +12.4%
SCHX vs IAU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHX
$73B
IAU
$70B
Expense Ratio
Winner
SCHX
0.03%
IAU
0.25%
Max Drawdown
Winner
SCHX
34.33%
IAU
45.14%
Sharpe Ratio
Winner
SCHX
1.49
IAU
0.73
5Y Beta
SCHX
0.98
Winner
IAU
0.23
P/E Ratio
SCHX
27.70
IAU
N/A
Forward P/E
SCHX
20.74
IAU
N/A
5Y Dividends CAGR
SCHX
4.30%
IAU
N/A
5Y EPS CAGR
SCHX
25.02%
IAU
N/A
Debt to Equity
SCHX
32.72%
IAU
N/A
P/S Ratio
SCHX
3.33
IAU
N/A
P/B Ratio
SCHX
5.13
IAU
N/A
SCHX vs IAU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHX
-1.47%
IAU
-11.58%
3M
Winner
SCHX
+12.25%
IAU
-9.39%
6M
Winner
SCHX
+6.35%
IAU
-11.09%
1Y
Winner
SCHX
+21.21%
IAU
+19.64%
5Y(CAGR)
SCHX
+12.37%
Winner
IAU
+17.30%
10Y(CAGR)
Winner
SCHX
+15.44%
IAU
+11.42%
Max(CAGR)
Winner
SCHX
+14.41%
IAU
+10.69%
SCHX vs IAU - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SCHX | IAU |
|---|---|---|
| 2026 | +7.46% | -8.06% |
| 2025 | +17.61% | +61.73% |
| 2024 | +25.70% | +27.14% |
| 2023 | +27.45% | +11.90% |
| 2022 | -19.90% | +0.96% |
| 2021 | +28.43% | -6.17% |
| 2020 | +19.74% | +24.09% |
| 2019 | +31.32% | +17.89% |
| 2018 | -5.33% | -3.00% |
| 2017 | +21.01% | +12.10% |
| 2016 | +13.57% | +6.74% |
| 2015 | +1.10% | -11.04% |
| 2014 | +14.34% | -3.70% |
| 2013 | +29.19% | -28.76% |
| 2012 | +14.48% | +4.09% |
| 2011 | +0.47% | +10.20% |
| 2010 | +14.17% | +26.49% |
| 2009 | +7.34% | +24.34% |
| 2008 | N/A | +2.09% |
| 2007 | N/A | +32.34% |
| 2006 | N/A | +18.87% |
| 2005 | N/A | +21.17% |
SCHX vs IAU Drawdown Comparison
The maximum drawdown for SCHX was -34.33%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for IAU was -45.14%, occurring on Dec 2, 2015. Recovery took 2246 trading sessions.
The current SCHX drawdown is -3.41%. The current IAU drawdown is -26.17%.
| Rank | SCHX | IAU |
|---|---|---|
| #1 | -34.33% Feb 19, 2020 - Aug 6, 2020 | -45.14% Aug 22, 2011 - Jul 27, 2020 |
| #2 | -25.40% Dec 27, 2021 - Dec 13, 2023 | -29.23% Mar 17, 2008 - Sep 16, 2009 |
| #3 | -19.48% Sep 20, 2018 - Apr 12, 2019 | -26.17% Jan 29, 2026 - Jun 24, 2026 |
| #4 | -19.27% Apr 29, 2011 - Feb 3, 2012 | -21.99% May 11, 2006 - Sep 18, 2007 |
| #5 | -19.04% Feb 19, 2025 - Jun 26, 2025 | -21.82% Aug 6, 2020 - Mar 4, 2024 |
| #6 | -15.60% Apr 23, 2010 - Nov 4, 2010 | -12.71% Dec 2, 2009 - May 11, 2010 |
| #7 | -13.95% Jul 20, 2015 - Jun 2, 2016 | -10.05% Oct 20, 2025 - Dec 22, 2025 |
| #8 | -9.91% Jan 26, 2018 - Jul 25, 2018 | -8.13% Oct 30, 2024 - Jan 30, 2025 |
| #9 | -9.80% Apr 2, 2012 - Aug 16, 2012 | -8.03% Dec 6, 2010 - Mar 1, 2011 |
| #10 | -9.26% Sep 2, 2020 - Nov 11, 2020 | -7.50% Jun 18, 2010 - Sep 14, 2010 |
| #11 | -9.03% Jan 12, 2026 - Apr 15, 2026 | -7.15% Apr 21, 2025 - Jun 13, 2025 |
| #12 | -8.55% Jul 16, 2024 - Sep 19, 2024 | -6.76% Dec 12, 2005 - Jan 3, 2006 |
| #13 | -7.79% Jan 19, 2010 - Mar 10, 2010 | -6.61% Mar 11, 2005 - Aug 12, 2005 |
| #14 | -7.43% Sep 18, 2014 - Oct 31, 2014 | -6.13% Nov 7, 2007 - Dec 28, 2007 |
| #15 | -7.34% Sep 14, 2012 - Jan 2, 2013 | -5.90% Feb 2, 2006 - Mar 29, 2006 |
Correlation
Correlation between SCHX and IAU is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
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