SCHZ vs IGM
Comparison between SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF) and ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF).
5-Year PerformanceIGM has outperformed SCHZ, delivering a return of +18.5% compared to -0.2%
SCHZ vs IGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHZ vs IGM - Historical Returns
Returns include dividend reinvestment.
SCHZ vs IGM - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SCHZ | IGM |
|---|---|---|
| 2026 | +0.21% | +20.16% |
| 2025 | +7.19% | +26.55% |
| 2024 | +1.72% | +40.71% |
| 2023 | +4.98% | +60.79% |
| 2022 | -12.55% | -36.30% |
| 2021 | -1.62% | +27.74% |
| 2020 | +7.24% | +42.37% |
| 2019 | +8.39% | +40.83% |
| 2018 | -0.16% | +0.88% |
| 2017 | +3.26% | +36.21% |
| 2016 | +2.13% | +15.44% |
| 2015 | +0.27% | +9.72% |
| 2014 | +6.09% | +15.91% |
| 2013 | -1.85% | +30.12% |
| 2012 | +3.78% | +12.93% |
| 2011 | +4.23% | -2.46% |
| 2010 | N/A | +10.41% |
| 2009 | N/A | +56.01% |
| 2008 | N/A | -42.38% |
| 2007 | N/A | +15.95% |
| 2006 | N/A | +6.51% |
| 2005 | N/A | +2.73% |
| 2004 | N/A | +2.37% |
| 2003 | N/A | +46.02% |
| 2002 | N/A | -41.77% |
| 2001 | N/A | -4.99% |
SCHZ vs IGM 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 IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The current SCHZ drawdown is -2.56%. The current IGM drawdown is -9.12%.
| Rank | SCHZ | IGM |
|---|---|---|
| #1 | -18.74% Aug 4, 2020 - Oct 24, 2022 | -65.59% May 22, 2001 - Feb 7, 2011 |
| #2 | -10.27% Mar 6, 2020 - May 22, 2020 | -40.68% Nov 19, 2021 - Dec 19, 2023 |
| #3 | -4.89% May 2, 2013 - May 9, 2014 | -30.18% Feb 19, 2020 - Jun 5, 2020 |
| #4 | -4.35% Jul 8, 2016 - Aug 29, 2017 | -26.38% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -3.51% Sep 7, 2017 - Jan 31, 2019 | -24.18% Aug 29, 2018 - Mar 21, 2019 |
| #6 | -2.78% Apr 17, 2015 - Feb 8, 2016 | -20.11% Feb 17, 2011 - Feb 3, 2012 |
| #7 | -2.12% Sep 4, 2019 - Jan 21, 2020 | -18.93% Mar 23, 2001 - Apr 18, 2001 |
| #8 | -1.81% Feb 2, 2015 - Apr 15, 2015 | -17.31% Dec 4, 2015 - Jul 12, 2016 |
| #9 | -1.73% Sep 22, 2011 - Dec 14, 2011 | -16.44% Oct 29, 2025 - Apr 16, 2026 |
| #10 | -1.40% Jan 31, 2012 - Apr 23, 2012 | -14.79% Jul 10, 2024 - Oct 14, 2024 |
| #11 | -1.36% Aug 2, 2012 - Oct 1, 2012 | -13.30% Apr 2, 2012 - Sep 14, 2012 |
| #12 | -1.26% Dec 5, 2012 - Apr 5, 2013 | -12.78% Sep 2, 2020 - Dec 1, 2020 |
| #13 | -1.14% Aug 29, 2014 - Oct 7, 2014 | -12.72% Jul 20, 2015 - Oct 23, 2015 |
| #14 | -1.10% Aug 18, 2011 - Sep 2, 2011 | -11.46% Apr 29, 2019 - Jul 3, 2019 |
| #15 | -0.96% Oct 16, 2014 - Dec 12, 2014 | -11.13% Sep 14, 2012 - Feb 1, 2013 |
Correlation
Correlation between SCHZ and IGM is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
SCHZ vs IGM dividend yield comparison.
| Year | SCHZ | IGM |
|---|---|---|
| 2026 | 2.09% | 0.07% |
| 2025 | 4.05% | 0.17% |
| 2024 | 3.96% | 0.22% |
| 2023 | 3.28% | 0.33% |
| 2022 | 2.63% | 0.66% |
| 2021 | 2.16% | 0.16% |
| 2020 | 2.43% | 0.32% |
| 2019 | 2.79% | 0.50% |
| 2018 | 2.56% | 0.57% |
| 2017 | 2.40% | 0.57% |
| 2016 | 2.24% | 0.90% |
| 2015 | 2.11% | 0.79% |
| 2014 | 2.03% | 0.88% |
| 2013 | 2.01% | 0.78% |
| 2012 | 2.04% | 0.94% |
| 2011 | 0.76% | 0.60% |
| 2010 | 0.00% | 0.41% |
| 2009 | 0.00% | 0.36% |
| 2008 | 0.00% | 0.58% |
| 2007 | 0.00% | 0.19% |
| 2006 | 0.00% | 0.08% |
| 2005 | 0.00% | 0.14% |
| 2004 | 0.00% | 0.70% |
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