SCHZ vs AIRR

Comparison between SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF) and FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF (AIRR, ETF).

5-Year PerformanceAIRR has outperformed SCHZ, delivering a return of +25.9% compared to +0.2%

SCHZ vs AIRR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHZ(ETF)	AIRR(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.03%	0.69%
Max Drawdown	24.30%	42.37%
Sharpe Ratio	0.34	2.22
5Y Beta	0.04	1.24
P/E Ratio	N/A	38.70
Forward P/E	N/A	25.36
5Y Dividends CAGR	9.67%	45.34%
5Y EPS CAGR	N/A	22.40%
Debt to Equity	N/A	35.96%
P/S Ratio	N/A	2.33
P/B Ratio	N/A	4.30

Net Assets

SCHZ

$10B

Winner

AIRR

$10B

Expense Ratio

Winner

SCHZ

0.03%

AIRR

0.69%

Max Drawdown

Winner

SCHZ

24.30%

AIRR

42.37%

Sharpe Ratio

SCHZ

0.34

Winner

AIRR

2.22

5Y Beta

Winner

SCHZ

0.04

AIRR

1.24

P/E Ratio

SCHZ

N/A

AIRR

38.70

Forward P/E

SCHZ

N/A

AIRR

25.36

5Y Dividends CAGR

SCHZ

9.67%

Winner

AIRR

45.34%

5Y EPS CAGR

SCHZ

N/A

AIRR

22.40%

Debt to Equity

SCHZ

N/A

AIRR

35.96%

P/S Ratio

SCHZ

N/A

AIRR

2.33

P/B Ratio

SCHZ

N/A

AIRR

4.30

SCHZ vs AIRR - Historical Returns

Returns include dividend reinvestment.

Period	SCHZ	AIRR
1 month	-0.52%	+6.27%
3 months	-1.30%	+8.75%
6 months	+0.51%	+38.18%
1 year	+5.40%	+67.81%
5 years(CAGR)	+0.19%	+25.91%
10 years(CAGR)	+1.52%	+22.45%
Max(CAGR)	+2.09%	+17.01%

SCHZ

-0.52%

Winner

AIRR

+6.27%

SCHZ

-1.30%

Winner

AIRR

+8.75%

SCHZ

+0.51%

Winner

AIRR

+38.18%

SCHZ

+5.40%

Winner

AIRR

+67.81%

5Y(CAGR)

SCHZ

+0.19%

Winner

AIRR

+25.91%

10Y(CAGR)

SCHZ

+1.52%

Winner

AIRR

+22.45%

Max(CAGR)

SCHZ

+2.09%

Winner

AIRR

+17.01%

SCHZ vs AIRR - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SCHZ	AIRR
2026	+0.12%	+27.62%
2025	+7.19%	+28.15%
2024	+1.72%	+34.63%
2023	+4.98%	+31.64%
2022	-12.55%	-2.33%
2021	-1.62%	+35.64%
2020	+7.24%	+17.89%
2019	+8.39%	+33.18%
2018	-0.16%	-20.86%
2017	+3.26%	+15.55%
2016	+2.13%	+46.48%
2015	+0.27%	-8.82%
2014	+6.09%	-6.57%
2013	-1.85%	N/A
2012	+3.78%	N/A
2011	+4.23%	N/A

SCHZ vs AIRR Drawdown Comparison

The maximum drawdown for SCHZ was -18.74%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The maximum drawdown for AIRR was -42.37%, occurring on Mar 23, 2020. Recovery took 187 trading sessions.

The current SCHZ drawdown is -2.65%. The current AIRR drawdown is -1.86%.

Rank	SCHZ	AIRR
#1	-18.74% Aug 4, 2020 - Oct 24, 2022	-42.37% Feb 13, 2020 - Nov 9, 2020
#2	-10.27% Mar 6, 2020 - May 22, 2020	-28.40% Apr 2, 2014 - Aug 23, 2016
#3	-4.89% May 2, 2013 - May 9, 2014	-28.06% Sep 21, 2018 - Nov 1, 2019
#4	-4.35% Jul 8, 2016 - Aug 29, 2017	-27.95% Nov 25, 2024 - Jul 24, 2025
#5	-3.51% Sep 7, 2017 - Jan 31, 2019	-24.08% Nov 16, 2021 - Jan 13, 2023
#6	-2.78% Apr 17, 2015 - Feb 8, 2016	-15.47% Sep 1, 2023 - Dec 13, 2023
#7	-2.12% Sep 4, 2019 - Jan 21, 2020	-14.36% Mar 3, 2023 - Jun 7, 2023
#8	-1.81% Feb 2, 2015 - Apr 15, 2015	-13.09% Feb 20, 2026 - Apr 14, 2026
#9	-1.73% Sep 22, 2011 - Dec 14, 2011	-11.06% Jan 12, 2018 - Aug 21, 2018
#10	-1.40% Jan 31, 2012 - Apr 23, 2012	-10.05% Jul 31, 2024 - Sep 19, 2024
#11	-1.36% Aug 2, 2012 - Oct 1, 2012	-9.86% May 7, 2021 - Aug 11, 2021
#12	-1.26% Dec 5, 2012 - Apr 5, 2013	-9.70% Mar 12, 2021 - May 7, 2021
#13	-1.14% Aug 29, 2014 - Oct 7, 2014	-9.45% Mar 1, 2017 - Sep 19, 2017
#14	-1.10% Aug 18, 2011 - Sep 2, 2011	-9.28% Oct 29, 2025 - Dec 10, 2025
#15	-0.96% Oct 16, 2014 - Dec 12, 2014	-9.04% May 24, 2024 - Jul 16, 2024

Correlation

Correlation between SCHZ and AIRR is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2011 - 2026)

SCHZ vs AIRR dividend yield comparison.

Year	SCHZ	AIRR
2026	1.38%	0.05%
2025	4.05%	0.19%
2024	3.96%	0.18%
2023	3.28%	0.23%
2022	2.63%	0.12%
2021	2.16%	0.05%
2020	2.43%	0.10%
2019	2.79%	0.20%
2018	2.56%	0.43%
2017	2.40%	0.30%
2016	2.24%	0.08%
2015	2.11%	0.47%
2014	2.03%	0.38%
2013	2.01%	0.00%
2012	2.04%	0.00%
2011	0.76%	0.00%