SCHZ vs SPSB
Comparison between SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB, ETF).
5-Year PerformanceSPSB has outperformed SCHZ, delivering a return of +2.7% compared to -0.0%
SCHZ vs SPSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHZ vs SPSB - Historical Returns
Returns include dividend reinvestment.
SCHZ vs SPSB - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SCHZ | SPSB |
|---|---|---|
| 2026 | -0.09% | +0.74% |
| 2025 | +7.19% | +5.90% |
| 2024 | +1.72% | +5.39% |
| 2023 | +4.98% | +5.53% |
| 2022 | -12.55% | -3.19% |
| 2021 | -1.62% | -0.20% |
| 2020 | +7.24% | +3.83% |
| 2019 | +8.39% | +5.21% |
| 2018 | -0.16% | +1.45% |
| 2017 | +3.26% | +1.68% |
| 2016 | +2.13% | +2.09% |
| 2015 | +0.27% | +0.87% |
| 2014 | +6.09% | +0.87% |
| 2013 | -1.85% | +1.12% |
| 2012 | +3.78% | +3.04% |
| 2011 | +4.23% | +1.28% |
| 2010 | N/A | +2.81% |
| 2009 | N/A | -1.14% |
SCHZ vs SPSB 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 SPSB was -11.75%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.
The current SCHZ drawdown is -2.85%. The current SPSB drawdown is -0.17%.
| Rank | SCHZ | SPSB |
|---|---|---|
| #1 | -18.74% Aug 4, 2020 - Oct 24, 2022 | -11.75% Mar 5, 2020 - May 18, 2020 |
| #2 | -10.27% Mar 6, 2020 - May 22, 2020 | -5.96% Sep 14, 2021 - Nov 28, 2023 |
| #3 | -4.89% May 2, 2013 - May 9, 2014 | -1.39% Aug 1, 2011 - Jan 10, 2012 |
| #4 | -4.35% Jul 8, 2016 - Aug 29, 2017 | -1.28% Dec 17, 2009 - Jul 14, 2010 |
| #5 | -3.51% Sep 7, 2017 - Jan 31, 2019 | -1.02% Nov 4, 2010 - Jan 28, 2011 |
| #6 | -2.78% Apr 17, 2015 - Feb 8, 2016 | -0.93% Sep 7, 2017 - Jul 30, 2018 |
| #7 | -2.12% Sep 4, 2019 - Jan 21, 2020 | -0.87% Feb 23, 2026 - Apr 17, 2026 |
| #8 | -1.81% Feb 2, 2015 - Apr 15, 2015 | -0.78% May 6, 2013 - Sep 18, 2013 |
| #9 | -1.73% Sep 22, 2011 - Dec 14, 2011 | -0.77% Apr 3, 2025 - Apr 25, 2025 |
| #10 | -1.40% Jan 31, 2012 - Apr 23, 2012 | -0.73% Oct 22, 2015 - Mar 16, 2016 |
| #11 | -1.36% Aug 2, 2012 - Oct 1, 2012 | -0.69% Sep 6, 2016 - Feb 6, 2017 |
| #12 | -1.26% Dec 5, 2012 - Apr 5, 2013 | -0.63% May 15, 2015 - Oct 6, 2015 |
| #13 | -1.14% Aug 29, 2014 - Oct 7, 2014 | -0.63% Oct 2, 2024 - Dec 4, 2024 |
| #14 | -1.10% Aug 18, 2011 - Sep 2, 2011 | -0.62% Oct 21, 2014 - Jan 27, 2015 |
| #15 | -0.96% Oct 16, 2014 - Dec 12, 2014 | -0.56% Feb 3, 2012 - Feb 28, 2012 |
Correlation
Correlation between SCHZ and SPSB is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2009 - 2026)
SCHZ vs SPSB dividend yield comparison.
| Year | SCHZ | SPSB |
|---|---|---|
| 2026 | 1.74% | 1.78% |
| 2025 | 4.05% | 4.55% |
| 2024 | 3.96% | 4.85% |
| 2023 | 3.28% | 4.06% |
| 2022 | 2.63% | 1.92% |
| 2021 | 2.16% | 1.19% |
| 2020 | 2.43% | 1.94% |
| 2019 | 2.79% | 2.77% |
| 2018 | 2.56% | 2.36% |
| 2017 | 2.40% | 1.94% |
| 2016 | 2.24% | 1.65% |
| 2015 | 2.11% | 1.43% |
| 2014 | 2.03% | 1.26% |
| 2013 | 2.01% | 1.40% |
| 2012 | 2.04% | 1.55% |
| 2011 | 0.76% | 1.95% |
| 2010 | 0.00% | 2.05% |
| 2009 | 0.00% | 0.04% |
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