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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 +12.4% compared to +3.2%

SCHX vs VTIP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SCHX
$72B
VTIP
$71B
Expense Ratio
SCHX
0.03%
VTIP
0.03%
Max Drawdown
SCHX
34.33%
Winner
VTIP
11.70%
Sharpe Ratio
Winner
SCHX
1.20
VTIP
-0.33
5Y Beta
SCHX
0.98
Winner
VTIP
-0.00
P/E Ratio
SCHX
29.12
VTIP
N/A
Forward P/E
SCHX
21.08
VTIP
N/A
5Y Dividends CAGR
SCHX
5.02%
Winner
VTIP
15.95%
5Y EPS CAGR
SCHX
25.17%
VTIP
N/A
Debt to Equity
SCHX
33.55%
VTIP
N/A
P/S Ratio
SCHX
3.62
VTIP
N/A
P/B Ratio
SCHX
5.48
VTIP
N/A

SCHX vs VTIP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHX
+0.64%
VTIP
+0.42%
3M
Winner
SCHX
+6.40%
VTIP
+0.34%
6M
Winner
SCHX
+9.46%
VTIP
+1.69%
1Y
Winner
SCHX
+19.68%
VTIP
+3.21%
5Y(CAGR)
Winner
SCHX
+12.42%
VTIP
+3.19%
10Y(CAGR)
Winner
SCHX
+14.98%
VTIP
+3.07%
Max(CAGR)
Winner
SCHX
+14.50%
VTIP
+2.22%

SCHX vs VTIP - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearSCHXVTIP
2026+9.90%+1.79%
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 -1.21%. The current VTIP drawdown is -0.29%.

RankSCHXVTIP
#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
-0.71%
May 12, 2026 - Jun 17, 2026
#12-8.55%
Jul 16, 2024 - Sep 19, 2024
-0.70%
Mar 17, 2026 - Apr 13, 2026
#13-7.79%
Jan 19, 2010 - Mar 10, 2010
-0.69%
Jan 31, 2024 - Mar 1, 2024
#14-7.43%
Sep 18, 2014 - Oct 31, 2014
-0.65%
Jul 30, 2021 - Aug 27, 2021
#15-7.34%
Sep 14, 2012 - Jan 2, 2013
-0.63%
May 17, 2021 - Jul 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.

YearSCHXVTIP
20260.51%1.42%
20251.09%3.81%
20241.22%2.70%
20231.39%2.86%
20221.64%6.84%
20211.22%4.68%
20201.64%1.20%
20191.82%1.95%
20182.02%2.45%
20171.70%1.52%
20161.93%0.76%
20152.04%0.00%
20141.76%0.82%
20131.65%0.05%
20122.18%0.10%
20111.89%0.00%
20101.54%0.00%
20090.19%0.00%

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