SCHZ vs ONEQ

Comparison between SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF) and FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ, ETF).

5-Year PerformanceONEQ has outperformed SCHZ, delivering a return of +16.1% compared to +0.2%

SCHZ vs ONEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHZ(ETF)	ONEQ(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.03%	0.21%
Max Drawdown	24.30%	55.55%
Sharpe Ratio	0.34	2.17
5Y Beta	0.04	1.25
Forward P/E	N/A	25.24
5Y Dividends CAGR	9.67%	16.46%
5Y EPS CAGR	N/A	32.63%
P/S Ratio	N/A	3.38
P/B Ratio	N/A	7.73

Net Assets

SCHZ

$10B

ONEQ

$10B

Expense Ratio

Winner

SCHZ

0.03%

ONEQ

0.21%

Max Drawdown

Winner

SCHZ

24.30%

ONEQ

55.55%

Sharpe Ratio

SCHZ

0.34

Winner

ONEQ

2.17

5Y Beta

Winner

SCHZ

0.04

ONEQ

1.25

Forward P/E

SCHZ

N/A

ONEQ

25.24

5Y Dividends CAGR

SCHZ

9.67%

Winner

ONEQ

16.46%

5Y EPS CAGR

SCHZ

N/A

ONEQ

32.63%

P/S Ratio

SCHZ

N/A

ONEQ

3.38

P/B Ratio

SCHZ

N/A

ONEQ

7.73

SCHZ vs ONEQ - Historical Returns

Returns include dividend reinvestment.

Period	SCHZ	ONEQ
1 month	-0.52%	+13.77%
3 months	-1.30%	+17.40%
6 months	+0.51%	+16.03%
1 year	+5.40%	+39.86%
5 years(CAGR)	+0.19%	+16.14%
10 years(CAGR)	+1.52%	+19.99%
Max(CAGR)	+2.09%	+13.52%

SCHZ

-0.52%

Winner

ONEQ

+13.77%

SCHZ

-1.30%

Winner

ONEQ

+17.40%

SCHZ

+0.51%

Winner

ONEQ

+16.03%

SCHZ

+5.40%

Winner

ONEQ

+39.86%

5Y(CAGR)

SCHZ

+0.19%

Winner

ONEQ

+16.14%

10Y(CAGR)

SCHZ

+1.52%

Winner

ONEQ

+19.99%

Max(CAGR)

SCHZ

+2.09%

Winner

ONEQ

+13.52%

SCHZ vs ONEQ - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	SCHZ	ONEQ
2026	+0.12%	+14.05%
2025	+7.19%	+21.08%
2024	+1.72%	+31.75%
2023	+4.98%	+46.53%
2022	-12.55%	-32.97%
2021	-1.62%	+24.00%
2020	+7.24%	+43.15%
2019	+8.39%	+37.55%
2018	-0.16%	-4.54%
2017	+3.26%	+28.37%
2016	+2.13%	+11.35%
2015	+0.27%	+7.55%
2014	+6.09%	+15.19%
2013	-1.85%	+35.41%
2012	+3.78%	+15.29%
2011	+4.23%	-2.18%
2010	N/A	+16.05%
2009	N/A	+39.93%
2008	N/A	-38.87%
2007	N/A	+9.80%
2006	N/A	+8.55%
2005	N/A	+3.01%
2004	N/A	+8.54%
2003	N/A	+9.20%

SCHZ vs ONEQ 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 ONEQ was -55.09%, occurring on Mar 9, 2009. Recovery took 823 trading sessions.

The current SCHZ drawdown is -2.65%.

Rank	SCHZ	ONEQ
#1	-18.74% Aug 4, 2020 - Oct 24, 2022	-55.09% Oct 31, 2007 - Feb 7, 2011
#2	-10.27% Mar 6, 2020 - May 22, 2020	-35.23% Nov 19, 2021 - Jan 29, 2024
#3	-4.89% May 2, 2013 - May 9, 2014	-30.16% Feb 19, 2020 - Jun 5, 2020
#4	-4.35% Jul 8, 2016 - Aug 29, 2017	-24.09% Dec 16, 2024 - Jun 26, 2025
#5	-3.51% Sep 7, 2017 - Jan 31, 2019	-23.27% Aug 31, 2018 - Apr 23, 2019
#6	-2.78% Apr 17, 2015 - Feb 8, 2016	-18.54% Jul 7, 2011 - Feb 2, 2012
#7	-2.12% Sep 4, 2019 - Jan 21, 2020	-18.36% Jan 20, 2004 - Dec 3, 2004
#8	-1.81% Feb 2, 2015 - Apr 15, 2015	-17.65% Jul 20, 2015 - Jul 29, 2016
#9	-1.73% Sep 22, 2011 - Dec 14, 2011	-14.70% Apr 19, 2006 - Oct 16, 2006
#10	-1.40% Jan 31, 2012 - Apr 23, 2012	-13.24% Jul 10, 2024 - Oct 29, 2024
#11	-1.36% Aug 2, 2012 - Oct 1, 2012	-12.72% Dec 30, 2004 - Jul 20, 2005
#12	-1.26% Dec 5, 2012 - Apr 5, 2013	-12.64% Oct 29, 2025 - Apr 15, 2026
#13	-1.14% Aug 29, 2014 - Oct 7, 2014	-11.96% Sep 2, 2020 - Nov 25, 2020
#14	-1.10% Aug 18, 2011 - Sep 2, 2011	-11.77% Mar 27, 2012 - Sep 6, 2012
#15	-0.96% Oct 16, 2014 - Dec 12, 2014	-10.92% Sep 19, 2012 - Feb 1, 2013

Correlation

Correlation between SCHZ and ONEQ is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2003 - 2026)

SCHZ vs ONEQ dividend yield comparison.

Year	SCHZ	ONEQ
2026	1.38%	0.29%
2025	4.05%	0.54%
2024	3.96%	0.65%
2023	3.28%	0.71%
2022	2.63%	0.97%
2021	2.16%	0.54%
2020	2.43%	0.71%
2019	2.79%	2.51%
2018	2.56%	1.08%
2017	2.40%	0.84%
2016	2.24%	1.12%
2015	2.11%	1.04%
2014	2.03%	1.19%
2013	2.01%	0.84%
2012	2.04%	1.42%
2011	0.76%	0.85%
2010	0.00%	0.68%
2009	0.00%	0.51%
2008	0.00%	0.92%
2007	0.00%	0.57%
2006	0.00%	0.46%
2005	0.00%	0.97%
2004	0.00%	1.20%
2003	0.00%	0.09%