SCHZ vs MGC
Comparison between SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF) and VANGUARD MEGA CAP INDEX FUND ETF SHARES (MGC, ETF).
5-Year PerformanceMGC has outperformed SCHZ, delivering a return of +13.8% compared to -0.2%
SCHZ vs MGC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHZ vs MGC - Historical Returns
Returns include dividend reinvestment.
SCHZ vs MGC - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SCHZ | MGC |
|---|---|---|
| 2026 | +0.21% | +10.10% |
| 2025 | +7.19% | +19.56% |
| 2024 | +1.72% | +28.00% |
| 2023 | +4.98% | +30.33% |
| 2022 | -12.55% | -20.56% |
| 2021 | -1.62% | +29.30% |
| 2020 | +7.24% | +20.27% |
| 2019 | +8.39% | +31.00% |
| 2018 | -0.16% | -4.16% |
| 2017 | +3.26% | +21.65% |
| 2016 | +2.13% | +13.56% |
| 2015 | +0.27% | +1.55% |
| 2014 | +6.09% | +14.37% |
| 2013 | -1.85% | +28.94% |
| 2012 | +3.78% | +14.39% |
| 2011 | +4.23% | +1.23% |
| 2010 | N/A | +12.05% |
| 2009 | N/A | +21.72% |
| 2008 | N/A | -35.04% |
| 2007 | N/A | -0.73% |
SCHZ vs MGC 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 MGC was -51.92%, occurring on Mar 9, 2009. Recovery took 1043 trading sessions.
The current SCHZ drawdown is -2.56%. The current MGC drawdown is -1.43%.
| Rank | SCHZ | MGC |
|---|---|---|
| #1 | -18.74% Aug 4, 2020 - Oct 24, 2022 | -51.92% Dec 27, 2007 - Feb 16, 2012 |
| #2 | -10.27% Mar 6, 2020 - May 22, 2020 | -33.07% Feb 19, 2020 - Aug 5, 2020 |
| #3 | -4.89% May 2, 2013 - May 9, 2014 | -25.75% Jan 3, 2022 - Dec 12, 2023 |
| #4 | -4.35% Jul 8, 2016 - Aug 29, 2017 | -19.28% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -3.51% Sep 7, 2017 - Jan 31, 2019 | -19.02% Oct 3, 2018 - Apr 12, 2019 |
| #6 | -2.78% Apr 17, 2015 - Feb 8, 2016 | -12.95% Jul 20, 2015 - Apr 19, 2016 |
| #7 | -2.12% Sep 4, 2019 - Jan 21, 2020 | -10.05% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -1.81% Feb 2, 2015 - Apr 15, 2015 | -9.84% Jan 12, 2026 - Apr 15, 2026 |
| #9 | -1.73% Sep 22, 2011 - Dec 14, 2011 | -9.64% Sep 2, 2020 - Nov 16, 2020 |
| #10 | -1.40% Jan 31, 2012 - Apr 23, 2012 | -9.40% Apr 2, 2012 - Aug 10, 2012 |
| #11 | -1.36% Aug 2, 2012 - Oct 1, 2012 | -9.09% Jul 10, 2024 - Sep 19, 2024 |
| #12 | -1.26% Dec 5, 2012 - Apr 5, 2013 | -7.38% Oct 4, 2012 - Jan 2, 2013 |
| #13 | -1.14% Aug 29, 2014 - Oct 7, 2014 | -7.37% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -1.10% Aug 18, 2011 - Sep 2, 2011 | -6.77% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -0.96% Oct 16, 2014 - Dec 12, 2014 | -6.00% Jul 26, 2019 - Oct 25, 2019 |
Correlation
Correlation between SCHZ and MGC is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2008 - 2026)
SCHZ vs MGC dividend yield comparison.
| Year | SCHZ | MGC |
|---|---|---|
| 2026 | 2.09% | 0.49% |
| 2025 | 4.05% | 0.93% |
| 2024 | 3.96% | 1.15% |
| 2023 | 3.28% | 1.35% |
| 2022 | 2.63% | 1.65% |
| 2021 | 2.16% | 1.17% |
| 2020 | 2.43% | 1.45% |
| 2019 | 2.79% | 1.81% |
| 2018 | 2.56% | 2.10% |
| 2017 | 2.40% | 1.83% |
| 2016 | 2.24% | 2.14% |
| 2015 | 2.11% | 2.11% |
| 2014 | 2.03% | 1.81% |
| 2013 | 2.01% | 1.86% |
| 2012 | 2.04% | 2.26% |
| 2011 | 0.76% | 2.07% |
| 2010 | 0.00% | 1.86% |
| 2009 | 0.00% | 2.16% |
| 2008 | 0.00% | 2.07% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks