SCHX vs VTIP

Comparison between SCHWAB U.S. LARGE-CAP ETF (SCHX, ETF) and VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ETF SHARES (VTIP, ETF).

5-Year PerformanceSCHX has outperformed VTIP, delivering a return of +13.7% compared to +3.4%

SCHX vs VTIP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHX(ETF)	VTIP(ETF)
Net Assets	$68B	$69B
Expense Ratio	0.03%	0.03%
Max Drawdown	34.33%	11.70%
Sharpe Ratio	1.95	0.55
5Y Beta	0.98	-0.01
P/E Ratio	29.43	N/A
Forward P/E	21.75	N/A
5Y Dividends CAGR	4.30%	21.95%
5Y EPS CAGR	27.77%	N/A
Debt to Equity	35.53%	N/A
P/S Ratio	3.43	N/A
P/B Ratio	5.36	N/A

Net Assets

SCHX

$68B

Winner

VTIP

$69B

Expense Ratio

SCHX

0.03%

VTIP

0.03%

Max Drawdown

SCHX

34.33%

Winner

VTIP

11.70%

Sharpe Ratio

Winner

SCHX

1.95

VTIP

0.55

5Y Beta

SCHX

0.98

Winner

VTIP

-0.01

P/E Ratio

SCHX

29.43

VTIP

N/A

Forward P/E

SCHX

21.75

VTIP

N/A

5Y Dividends CAGR

SCHX

4.30%

Winner

VTIP

21.95%

5Y EPS CAGR

SCHX

27.77%

VTIP

N/A

Debt to Equity

SCHX

35.53%

VTIP

N/A

P/S Ratio

SCHX

3.43

VTIP

N/A

P/B Ratio

SCHX

5.36

VTIP

N/A

SCHX vs VTIP - Historical Returns

Returns include dividend reinvestment.

Period	SCHX	VTIP
1 month	+7.29%	+0.66%
3 months	+8.35%	+1.49%
6 months	+8.07%	+2.30%
1 year	+27.21%	+5.20%
5 years(CAGR)	+13.73%	+3.42%
10 years(CAGR)	+15.37%	+3.15%
Max(CAGR)	+14.55%	+2.27%

Winner

SCHX

+7.29%

VTIP

+0.66%

Winner

SCHX

+8.35%

VTIP

+1.49%

Winner

SCHX

+8.07%

VTIP

+2.30%

Winner

SCHX

+27.21%

VTIP

+5.20%

5Y(CAGR)

Winner

SCHX

+13.73%

VTIP

+3.42%

10Y(CAGR)

Winner

SCHX

+15.37%

VTIP

+3.15%

Max(CAGR)

Winner

SCHX

+14.55%

VTIP

+2.27%

SCHX vs VTIP - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SCHX	VTIP
2026	+7.87%	+2.09%
2025	+17.61%	+6.00%
2024	+25.70%	+4.85%
2023	+27.45%	+4.64%
2022	-19.90%	-2.90%
2021	+28.43%	+5.34%
2020	+19.74%	+4.88%
2019	+31.32%	+4.88%
2018	-5.33%	+0.64%
2017	+21.01%	+0.82%
2016	+13.57%	+2.64%
2015	+1.10%	+0.04%
2014	+14.34%	-1.47%
2013	+29.19%	-1.47%
2012	+14.48%	+0.57%
2011	+0.47%	N/A
2010	+14.17%	N/A
2009	+7.34%	N/A

SCHX vs VTIP Drawdown Comparison

The maximum drawdown for SCHX was -34.33%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

The maximum drawdown for VTIP was -6.27%, occurring on Mar 18, 2020. Recovery took 65 trading sessions.

The current SCHX drawdown is -0.21%.

Rank	SCHX	VTIP
#1	-34.33% Feb 19, 2020 - Aug 6, 2020	-6.27% Mar 5, 2020 - Jun 8, 2020
#2	-25.40% Dec 27, 2021 - Dec 13, 2023	-5.51% Mar 11, 2022 - Dec 14, 2023
#3	-19.48% Sep 20, 2018 - Apr 12, 2019	-3.68% Mar 15, 2013 - Apr 3, 2017
#4	-19.27% Apr 29, 2011 - Feb 3, 2012	-2.02% Nov 17, 2021 - Mar 1, 2022
#5	-19.04% Feb 19, 2025 - Jun 26, 2025	-0.98% Apr 3, 2025 - Apr 28, 2025
#6	-15.60% Apr 23, 2010 - Nov 4, 2010	-0.96% Apr 30, 2025 - Jun 26, 2025
#7	-13.95% Jul 20, 2015 - Jun 2, 2016	-0.91% Apr 13, 2017 - Sep 7, 2017
#8	-9.91% Jan 26, 2018 - Jul 25, 2018	-0.89% Aug 24, 2018 - Jan 30, 2019
#9	-9.80% Apr 2, 2012 - Aug 16, 2012	-0.79% Sep 8, 2017 - Apr 11, 2018
#10	-9.26% Sep 2, 2020 - Nov 11, 2020	-0.75% Oct 2, 2024 - Jan 15, 2025
#11	-9.03% Jan 12, 2026 - Apr 15, 2026	-0.70% Mar 17, 2026 - Apr 13, 2026
#12	-8.55% Jul 16, 2024 - Sep 19, 2024	-0.69% Jan 31, 2024 - Mar 1, 2024
#13	-7.79% Jan 19, 2010 - Mar 10, 2010	-0.65% Jul 30, 2021 - Aug 27, 2021
#14	-7.43% Sep 18, 2014 - Oct 31, 2014	-0.63% May 17, 2021 - Jul 2, 2021
#15	-7.34% Sep 14, 2012 - Jan 2, 2013	-0.60% Feb 12, 2021 - Mar 2, 2021

Correlation

Correlation between SCHX and VTIP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2009 - 2026)

SCHX vs VTIP dividend yield comparison.

Year	SCHX	VTIP
2026	0.25%	0.04%
2025	1.09%	3.81%
2024	1.22%	2.70%
2023	1.39%	2.86%
2022	1.64%	6.84%
2021	1.22%	4.68%
2020	1.64%	1.20%
2019	1.82%	1.95%
2018	2.02%	2.45%
2017	1.70%	1.52%
2016	1.93%	0.76%
2015	2.04%	0.00%
2014	1.76%	0.82%
2013	1.65%	0.05%
2012	2.18%	0.10%
2011	1.89%	0.00%
2010	1.54%	0.00%
2009	0.19%	0.00%