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SCHZ vs EWZ

Comparison between SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF) and ISHARES MSCI BRAZIL ETF (EWZ, ETF).

5-Year PerformanceEWZ has outperformed SCHZ, delivering a return of +4.6% compared to +0.1%

SCHZ vs EWZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SCHZ
$10B
EWZ
$10B
Expense Ratio
Winner
SCHZ
0.03%
EWZ
0.59%
Max Drawdown
Winner
SCHZ
24.30%
EWZ
82.75%
Sharpe Ratio
SCHZ
0.29
Winner
EWZ
1.06
5Y Beta
Winner
SCHZ
0.04
EWZ
0.73
5Y Dividends CAGR
SCHZ
8.45%
Winner
EWZ
9.45%

SCHZ vs EWZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHZ
+1.14%
EWZ
-3.48%
3M
Winner
SCHZ
+0.25%
EWZ
-4.27%
6M
SCHZ
+0.93%
Winner
EWZ
+7.88%
1Y
SCHZ
+5.20%
Winner
EWZ
+27.97%
5Y(CAGR)
SCHZ
+0.07%
Winner
EWZ
+4.59%
10Y(CAGR)
SCHZ
+1.49%
Winner
EWZ
+8.17%
Max(CAGR)
SCHZ
+2.11%
Winner
EWZ
+6.30%

SCHZ vs EWZ - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearSCHZEWZ
2026+0.60%+8.60%
2025+7.19%+47.56%
2024+1.72%-29.28%
2023+4.98%+43.35%
2022-12.55%+15.27%
2021-1.62%-16.14%
2020+7.24%-21.91%
2019+8.39%+19.99%
2018-0.16%-5.44%
2017+3.26%+19.64%
2016+2.13%+70.58%
2015+0.27%-39.75%
2014+6.09%-12.60%
2013-1.85%-19.00%
2012+3.78%-3.47%
2011+4.23%-24.86%
2010N/A+4.14%
2009N/A+111.52%
2008N/A-54.44%
2007N/A+75.33%
2006N/A+37.30%
2005N/A+56.74%
2004N/A+31.07%
2003N/A+114.62%
2002N/A-37.59%
2001N/A-19.73%
2000N/A-10.93%

SCHZ vs EWZ 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 EWZ was -77.27%, occurring on Jan 21, 2016. This drawdown has not yet recovered.

The current SCHZ drawdown is -2.18%. The current EWZ drawdown is -23.19%.

RankSCHZEWZ
#1-18.74%
Aug 4, 2020 - Oct 24, 2022
-77.27%
May 20, 2008 - Jan 21, 2016
#2-10.27%
Mar 6, 2020 - May 22, 2020
-72.20%
Sep 7, 2000 - Jan 12, 2004
#3-4.89%
May 2, 2013 - May 9, 2014
-33.32%
Jan 12, 2004 - Oct 1, 2004
#4-4.35%
Jul 8, 2016 - Aug 29, 2017
-32.06%
May 9, 2006 - Dec 27, 2006
#5-3.51%
Sep 7, 2017 - Jan 31, 2019
-26.52%
Jul 23, 2007 - Sep 24, 2007
#6-2.78%
Apr 17, 2015 - Feb 8, 2016
-18.43%
Nov 8, 2007 - Feb 25, 2008
#7-2.12%
Sep 4, 2019 - Jan 21, 2020
-17.11%
Mar 4, 2005 - Jul 21, 2005
#8-1.81%
Feb 2, 2015 - Apr 15, 2015
-15.20%
Feb 27, 2008 - Apr 21, 2008
#9-1.73%
Sep 22, 2011 - Dec 14, 2011
-13.94%
Oct 3, 2005 - Nov 23, 2005
#10-1.40%
Jan 31, 2012 - Apr 23, 2012
-13.40%
Feb 22, 2007 - Mar 29, 2007
#11-1.36%
Aug 2, 2012 - Oct 1, 2012
-12.26%
Mar 2, 2006 - Apr 19, 2006
#12-1.26%
Dec 5, 2012 - Apr 5, 2013
-10.97%
Dec 31, 2004 - Feb 4, 2005
#13-1.14%
Aug 29, 2014 - Oct 7, 2014
-9.52%
Dec 6, 2005 - Jan 4, 2006
#14-1.10%
Aug 18, 2011 - Sep 2, 2011
-8.15%
Jun 1, 2007 - Jun 15, 2007
#15-0.96%
Oct 16, 2014 - Dec 12, 2014
-7.88%
Aug 10, 2005 - Aug 31, 2005

Correlation

Correlation between SCHZ and EWZ is -0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.02
-101

Dividend Comparison (2000 - 2026)

SCHZ vs EWZ dividend yield comparison.

YearSCHZEWZ
20261.73%0.95%
20254.05%5.19%
20243.96%8.91%
20233.28%5.66%
20222.63%12.59%
20212.16%9.87%
20202.43%1.71%
20192.79%2.54%
20182.56%2.89%
20172.40%1.71%
20162.24%1.81%
20152.11%4.08%
20142.03%3.78%
20132.01%3.22%
20122.04%2.80%
20110.76%2.62%
20100.00%3.63%
20090.00%3.65%
20080.00%6.17%
20070.00%1.49%
20060.00%2.01%
20050.00%1.75%
20040.00%2.07%
20030.00%1.59%
20020.00%1.38%
20010.00%5.02%
20000.00%2.24%

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