SCHZ vs CGGO

Comparison between SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF) and CAPITAL GROUP GLOBAL GROWTH EQUITY ETF SHARE CLASS (CGGO, ETF).

SCHZ vs CGGO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHZ(ETF)	CGGO(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.03%	0.47%
Max Drawdown	24.30%	25.06%
Sharpe Ratio	0.42	1.72
5Y Beta	0.03	0.99
P/E Ratio	N/A	28.98
Forward P/E	N/A	18.87
PEG Ratio	N/A	0.37
5Y Dividends CAGR	9.66%	N/A
5Y EPS CAGR	N/A	24.77%
P/S Ratio	N/A	1.65
P/B Ratio	N/A	4.92

Net Assets

SCHZ

$10B

Winner

CGGO

$10B

Expense Ratio

Winner

SCHZ

0.03%

CGGO

0.47%

Max Drawdown

Winner

SCHZ

24.30%

CGGO

25.06%

Sharpe Ratio

SCHZ

0.42

Winner

CGGO

1.72

5Y Beta

Winner

SCHZ

0.03

CGGO

0.99

P/E Ratio

SCHZ

N/A

CGGO

28.98

Forward P/E

SCHZ

N/A

CGGO

18.87

PEG Ratio

SCHZ

N/A

CGGO

0.37

5Y Dividends CAGR

SCHZ

9.66%

CGGO

N/A

5Y EPS CAGR

SCHZ

N/A

CGGO

24.77%

P/S Ratio

SCHZ

N/A

CGGO

1.65

P/B Ratio

SCHZ

N/A

CGGO

4.92

SCHZ vs CGGO - Historical Returns

Returns include dividend reinvestment.

Period	SCHZ	CGGO
1 month	-0.52%	+9.27%
3 months	-1.30%	+9.91%
6 months	+0.51%	+17.22%
1 year	+5.40%	+34.43%
5 years(CAGR)	+0.19%	+13.55%
10 years(CAGR)	+1.52%	N/A
Max(CAGR)	+2.09%	+13.55%

SCHZ

-0.52%

Winner

CGGO

+9.27%

SCHZ

-1.30%

Winner

CGGO

+9.91%

SCHZ

+0.51%

Winner

CGGO

+17.22%

SCHZ

+5.40%

Winner

CGGO

+34.43%

5Y(CAGR)

SCHZ

+0.19%

Winner

CGGO

+13.55%

10Y(CAGR)

SCHZ

+1.52%

CGGO

N/A

Max(CAGR)

SCHZ

+2.09%

Winner

CGGO

+13.55%

SCHZ vs CGGO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SCHZ	CGGO
2026	+0.12%	+12.97%
2025	+7.19%	+21.03%
2024	+1.72%	+16.29%
2023	+4.98%	+22.96%
2022	-12.55%	-13.12%
2021	-1.62%	N/A
2020	+7.24%	N/A
2019	+8.39%	N/A
2018	-0.16%	N/A
2017	+3.26%	N/A
2016	+2.13%	N/A
2015	+0.27%	N/A
2014	+6.09%	N/A
2013	-1.85%	N/A
2012	+3.78%	N/A
2011	+4.23%	N/A

SCHZ vs CGGO 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 CGGO was -24.90%, occurring on Oct 14, 2022. Recovery took 324 trading sessions.

The current SCHZ drawdown is -2.65%. The current CGGO drawdown is -0.40%.

Rank	SCHZ	CGGO
#1	-18.74% Aug 4, 2020 - Oct 24, 2022	-24.90% Mar 29, 2022 - Jul 14, 2023
#2	-10.27% Mar 6, 2020 - May 22, 2020	-17.93% Jan 24, 2025 - Jun 4, 2025
#3	-4.89% May 2, 2013 - May 9, 2014	-13.15% Feb 25, 2026 - Apr 14, 2026
#4	-4.35% Jul 8, 2016 - Aug 29, 2017	-10.98% Jul 18, 2023 - Dec 11, 2023
#5	-3.51% Sep 7, 2017 - Jan 31, 2019	-10.15% Jul 16, 2024 - Sep 26, 2024
#6	-2.78% Apr 17, 2015 - Feb 8, 2016	-9.84% Feb 25, 2022 - Mar 29, 2022
#7	-2.12% Sep 4, 2019 - Jan 21, 2020	-7.12% Oct 28, 2025 - Jan 2, 2026
#8	-1.81% Feb 2, 2015 - Apr 15, 2015	-5.77% Mar 21, 2024 - May 10, 2024
#9	-1.73% Sep 22, 2011 - Dec 14, 2011	-4.69% Oct 14, 2024 - Jan 23, 2025
#10	-1.40% Jan 31, 2012 - Apr 23, 2012	-4.61% Jan 28, 2026 - Feb 25, 2026
#11	-1.36% Aug 2, 2012 - Oct 1, 2012	-3.39% Oct 8, 2025 - Oct 24, 2025
#12	-1.26% Dec 5, 2012 - Apr 5, 2013	-2.59% Dec 27, 2023 - Jan 19, 2024
#13	-1.14% Aug 29, 2014 - Oct 7, 2014	-2.45% Jul 25, 2025 - Aug 12, 2025
#14	-1.10% Aug 18, 2011 - Sep 2, 2011	-2.26% Jun 12, 2025 - Jun 24, 2025
#15	-0.96% Oct 16, 2014 - Dec 12, 2014	-2.16% Sep 26, 2024 - Oct 14, 2024

Correlation

Correlation between SCHZ and CGGO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2011 - 2026)

SCHZ vs CGGO dividend yield comparison.

Year	SCHZ	CGGO
2026	1.38%	0.00%
2025	4.05%	2.03%
2024	3.96%	1.10%
2023	3.28%	0.76%
2022	2.63%	0.59%
2021	2.16%	0.00%
2020	2.43%	0.00%
2019	2.79%	0.00%
2018	2.56%	0.00%
2017	2.40%	0.00%
2016	2.24%	0.00%
2015	2.11%	0.00%
2014	2.03%	0.00%
2013	2.01%	0.00%
2012	2.04%	0.00%
2011	0.76%	0.00%