SCHZ vs GRID

Comparison between SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF) and FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID, ETF).

5-Year PerformanceGRID has outperformed SCHZ, delivering a return of +19.3% compared to +0.2%

SCHZ vs GRID - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHZ(ETF)	GRID(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.03%	0.56%
Max Drawdown	24.30%	40.56%
Sharpe Ratio	0.34	2.39
5Y Beta	0.04	1.05
5Y Dividends CAGR	9.67%	22.26%

Net Assets

SCHZ

$10B

GRID

$10B

Expense Ratio

Winner

SCHZ

0.03%

GRID

0.56%

Max Drawdown

Winner

SCHZ

24.30%

GRID

40.56%

Sharpe Ratio

SCHZ

0.34

Winner

GRID

2.39

5Y Beta

Winner

SCHZ

0.04

GRID

1.05

5Y Dividends CAGR

SCHZ

9.67%

Winner

GRID

22.26%

SCHZ vs GRID - Historical Returns

Returns include dividend reinvestment.

Period	SCHZ	GRID
1 month	-0.52%	+9.84%
3 months	-1.30%	+12.53%
6 months	+0.51%	+29.39%
1 year	+5.40%	+56.31%
5 years(CAGR)	+0.19%	+19.32%
10 years(CAGR)	+1.52%	+20.04%
Max(CAGR)	+2.09%	+13.29%

SCHZ

-0.52%

Winner

GRID

+9.84%

SCHZ

-1.30%

Winner

GRID

+12.53%

SCHZ

+0.51%

Winner

GRID

+29.39%

SCHZ

+5.40%

Winner

GRID

+56.31%

5Y(CAGR)

SCHZ

+0.19%

Winner

GRID

+19.32%

10Y(CAGR)

SCHZ

+1.52%

Winner

GRID

+20.04%

Max(CAGR)

SCHZ

+2.09%

Winner

GRID

+13.29%

SCHZ vs GRID - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SCHZ	GRID
2026	+0.12%	+26.67%
2025	+7.19%	+29.86%
2024	+1.72%	+16.50%
2023	+4.98%	+21.63%
2022	-12.55%	-14.08%
2021	-1.62%	+28.22%
2020	+7.24%	+46.19%
2019	+8.39%	+42.24%
2018	-0.16%	-22.93%
2017	+3.26%	+28.47%
2016	+2.13%	+25.59%
2015	+0.27%	-4.90%
2014	+6.09%	+0.55%
2013	-1.85%	+23.35%
2012	+3.78%	+15.17%
2011	+4.23%	-21.53%
2010	N/A	-2.49%
2009	N/A	+6.58%

SCHZ vs GRID 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 GRID was -40.56%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.

The current SCHZ drawdown is -2.65%. The current GRID drawdown is -1.27%.

Rank	SCHZ	GRID
#1	-18.74% Aug 4, 2020 - Oct 24, 2022	-40.56% Feb 20, 2020 - Aug 5, 2020
#2	-10.27% Mar 6, 2020 - May 22, 2020	-35.42% Apr 4, 2011 - Sep 24, 2013
#3	-4.89% May 2, 2013 - May 9, 2014	-29.65% Jan 26, 2018 - Nov 4, 2019
#4	-4.35% Jul 8, 2016 - Aug 29, 2017	-29.64% Nov 19, 2021 - Jun 13, 2023
#5	-3.51% Sep 7, 2017 - Jan 31, 2019	-26.65% Mar 6, 2014 - Aug 16, 2016
#6	-2.78% Apr 17, 2015 - Feb 8, 2016	-20.76% Jul 18, 2023 - Feb 22, 2024
#7	-2.12% Sep 4, 2019 - Jan 21, 2020	-20.62% Sep 26, 2024 - May 15, 2025
#8	-1.81% Feb 2, 2015 - Apr 15, 2015	-18.68% Jan 8, 2010 - Jan 24, 2011
#9	-1.73% Sep 22, 2011 - Dec 14, 2011	-11.72% Feb 25, 2026 - Apr 13, 2026
#10	-1.40% Jan 31, 2012 - Apr 23, 2012	-10.62% Jul 16, 2024 - Sep 17, 2024
#11	-1.36% Aug 2, 2012 - Oct 1, 2012	-8.34% Sep 2, 2020 - Oct 5, 2020
#12	-1.26% Dec 5, 2012 - Apr 5, 2013	-7.91% Feb 18, 2011 - Mar 30, 2011
#13	-1.14% Aug 29, 2014 - Oct 7, 2014	-7.80% Oct 29, 2025 - Jan 16, 2026
#14	-1.10% Aug 18, 2011 - Sep 2, 2011	-7.40% Sep 2, 2021 - Oct 28, 2021
#15	-0.96% Oct 16, 2014 - Dec 12, 2014	-6.94% Jan 7, 2021 - Mar 11, 2021

Correlation

Correlation between SCHZ and GRID is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2009 - 2026)

SCHZ vs GRID dividend yield comparison.

Year	SCHZ	GRID
2026	1.38%	0.05%
2025	4.05%	1.01%
2024	3.96%	1.06%
2023	3.28%	1.23%
2022	2.63%	1.26%
2021	2.16%	0.63%
2020	2.43%	0.68%
2019	2.79%	1.26%
2018	2.56%	1.28%
2017	2.40%	1.07%
2016	2.24%	1.07%
2015	2.11%	1.23%
2014	2.03%	1.46%
2013	2.01%	1.33%
2012	2.04%	0.89%
2011	0.76%	1.02%
2010	0.00%	0.68%
2009	0.00%	0.07%