SCHZ vs IGF

Comparison between SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF) and ISHARES GLOBAL INFRASTRUCTURE ETF (IGF, ETF).

5-Year PerformanceIGF has outperformed SCHZ, delivering a return of +10.4% compared to +0.2%

SCHZ vs IGF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHZ(ETF)	IGF(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.03%	0.39%
Max Drawdown	24.30%	59.46%
Sharpe Ratio	0.35	1.43
5Y Beta	0.04	0.41
5Y Dividends CAGR	9.67%	9.47%

Net Assets

SCHZ

$10B

Winner

IGF

$10B

Expense Ratio

Winner

SCHZ

0.03%

IGF

0.39%

Max Drawdown

Winner

SCHZ

24.30%

IGF

59.46%

Sharpe Ratio

SCHZ

0.35

Winner

IGF

1.43

5Y Beta

Winner

SCHZ

0.04

IGF

0.41

5Y Dividends CAGR

Winner

SCHZ

9.67%

IGF

9.47%

SCHZ vs IGF - Historical Returns

Returns include dividend reinvestment.

Period	SCHZ	IGF
1 month	+0.12%	-2.57%
3 months	+0.06%	+0.83%
6 months	+0.94%	+10.43%
1 year	+5.58%	+20.96%
5 years(CAGR)	+0.17%	+10.37%
10 years(CAGR)	+1.58%	+8.66%
Max(CAGR)	+2.13%	+4.91%

Winner

SCHZ

+0.12%

IGF

-2.57%

SCHZ

+0.06%

Winner

IGF

+0.83%

SCHZ

+0.94%

Winner

IGF

+10.43%

SCHZ

+5.58%

Winner

IGF

+20.96%

5Y(CAGR)

SCHZ

+0.17%

Winner

IGF

+10.37%

10Y(CAGR)

SCHZ

+1.58%

Winner

IGF

+8.66%

Max(CAGR)

SCHZ

+2.13%

Winner

IGF

+4.91%

SCHZ vs IGF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SCHZ	IGF
2026	+0.64%	+8.14%
2025	+7.19%	+20.40%
2024	+1.72%	+14.99%
2023	+4.98%	+6.19%
2022	-12.55%	-1.73%
2021	-1.62%	+12.40%
2020	+7.24%	-6.32%
2019	+8.39%	+25.62%
2018	-0.16%	-10.45%
2017	+3.26%	+18.88%
2016	+2.13%	+12.88%
2015	+0.27%	-12.25%
2014	+6.09%	+12.98%
2013	-1.85%	+11.61%
2012	+3.78%	+10.62%
2011	+4.23%	-1.82%
2010	N/A	+3.73%
2009	N/A	+17.05%
2008	N/A	-40.35%
2007	N/A	+1.11%

SCHZ vs IGF 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 IGF was -58.32%, occurring on Mar 9, 2009. Recovery took 1569 trading sessions.

The current SCHZ drawdown is -2.14%. The current IGF drawdown is -3.45%.

Rank	SCHZ	IGF
#1	-18.74% Aug 4, 2020 - Oct 24, 2022	-58.32% Jan 2, 2008 - Mar 27, 2014
#2	-10.27% Mar 6, 2020 - May 22, 2020	-42.11% Feb 18, 2020 - Oct 20, 2021
#3	-4.89% May 2, 2013 - May 9, 2014	-23.03% Apr 28, 2015 - Sep 8, 2016
#4	-4.35% Jul 8, 2016 - Aug 29, 2017	-20.80% Apr 20, 2022 - May 7, 2024
#5	-3.51% Sep 7, 2017 - Jan 31, 2019	-14.74% Jan 26, 2018 - Mar 19, 2019
#6	-2.78% Apr 17, 2015 - Feb 8, 2016	-11.38% Sep 8, 2016 - Mar 22, 2017
#7	-2.12% Sep 4, 2019 - Jan 21, 2020	-9.83% Sep 5, 2014 - Apr 28, 2015
#8	-1.81% Feb 2, 2015 - Apr 15, 2015	-8.74% Apr 2, 2025 - Apr 17, 2025
#9	-1.73% Sep 22, 2011 - Dec 14, 2011	-7.05% Nov 5, 2021 - Jan 12, 2022
#10	-1.40% Jan 31, 2012 - Apr 23, 2012	-6.97% Nov 29, 2024 - Jan 21, 2025
#11	-1.36% Aug 2, 2012 - Oct 1, 2012	-6.28% Jul 11, 2019 - Oct 22, 2019
#12	-1.26% Dec 5, 2012 - Apr 5, 2013	-6.27% Jul 24, 2014 - Sep 5, 2014
#13	-1.14% Aug 29, 2014 - Oct 7, 2014	-5.87% Feb 27, 2026 - Mar 20, 2026
#14	-1.10% Aug 18, 2011 - Sep 2, 2011	-4.67% Jan 21, 2025 - Apr 1, 2025
#15	-0.96% Oct 16, 2014 - Dec 12, 2014	-4.48% May 17, 2024 - Jul 12, 2024

Correlation

Correlation between SCHZ and IGF is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2007 - 2026)

SCHZ vs IGF dividend yield comparison.

Year	SCHZ	IGF
2026	1.38%	0.00%
2025	4.05%	3.23%
2024	3.96%	3.21%
2023	3.28%	3.36%
2022	2.63%	2.67%
2021	2.16%	2.42%
2020	2.43%	2.33%
2019	2.79%	3.27%
2018	2.56%	3.52%
2017	2.40%	2.95%
2016	2.24%	2.98%
2015	2.11%	3.25%
2014	2.03%	3.00%
2013	2.01%	3.45%
2012	2.04%	4.10%
2011	0.76%	4.36%
2010	0.00%	3.70%
2009	0.00%	3.35%
2008	0.00%	3.10%
2007	0.00%	0.36%