SCHZ vs SPTL
Comparison between SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF).
5-Year PerformanceSCHZ has outperformed SPTL, delivering a return of -0.2% compared to -6.7%
SCHZ vs SPTL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHZ vs SPTL - Historical Returns
Returns include dividend reinvestment.
SCHZ vs SPTL - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SCHZ | SPTL |
|---|---|---|
| 2026 | -0.28% | -2.85% |
| 2025 | +7.19% | +5.24% |
| 2024 | +1.72% | -5.65% |
| 2023 | +4.98% | +1.56% |
| 2022 | -12.55% | -27.72% |
| 2021 | -1.62% | -4.85% |
| 2020 | +7.24% | +16.63% |
| 2019 | +8.39% | +13.32% |
| 2018 | -0.16% | -0.37% |
| 2017 | +3.26% | +8.59% |
| 2016 | +2.13% | +0.30% |
| 2015 | +0.27% | -2.28% |
| 2014 | +6.09% | +24.75% |
| 2013 | -1.85% | -11.41% |
| 2012 | +3.78% | +4.22% |
| 2011 | +4.23% | +30.74% |
| 2010 | N/A | +8.86% |
| 2009 | N/A | -11.11% |
| 2008 | N/A | +22.95% |
| 2007 | N/A | +9.65% |
SCHZ vs SPTL 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 SPTL was -46.19%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current SCHZ drawdown is -3.03%. The current SPTL drawdown is -38.55%.
| Rank | SCHZ | SPTL |
|---|---|---|
| #1 | -18.74% Aug 4, 2020 - Oct 24, 2022 | -46.19% Aug 4, 2020 - Oct 19, 2023 |
| #2 | -10.27% Mar 6, 2020 - May 22, 2020 | -18.61% Dec 18, 2008 - Aug 16, 2010 |
| #3 | -4.89% May 2, 2013 - May 9, 2014 | -18.34% Jul 25, 2012 - Dec 8, 2014 |
| #4 | -4.35% Jul 8, 2016 - Aug 29, 2017 | -17.07% Jul 8, 2016 - Jun 20, 2019 |
| #5 | -3.51% Sep 7, 2017 - Jan 31, 2019 | -14.98% Mar 9, 2020 - Aug 4, 2020 |
| #6 | -2.78% Apr 17, 2015 - Feb 8, 2016 | -14.50% Jan 30, 2015 - Feb 11, 2016 |
| #7 | -2.12% Sep 4, 2019 - Jan 21, 2020 | -14.11% Aug 31, 2010 - Aug 4, 2011 |
| #8 | -1.81% Feb 2, 2015 - Apr 15, 2015 | -9.52% Oct 3, 2011 - Dec 19, 2011 |
| #9 | -1.73% Sep 22, 2011 - Dec 14, 2011 | -8.87% Dec 19, 2011 - May 15, 2012 |
| #10 | -1.40% Jan 31, 2012 - Apr 23, 2012 | -8.02% Aug 28, 2019 - Feb 20, 2020 |
| #11 | -1.36% Aug 2, 2012 - Oct 1, 2012 | -7.07% Sep 16, 2008 - Nov 19, 2008 |
| #12 | -1.26% Dec 5, 2012 - Apr 5, 2013 | -6.73% Mar 20, 2008 - Sep 5, 2008 |
| #13 | -1.14% Aug 29, 2014 - Oct 7, 2014 | -4.57% Nov 26, 2007 - Jan 15, 2008 |
| #14 | -1.10% Aug 18, 2011 - Sep 2, 2011 | -4.45% Feb 11, 2016 - Jun 3, 2016 |
| #15 | -0.96% Oct 16, 2014 - Dec 12, 2014 | -4.31% Sep 22, 2011 - Oct 3, 2011 |
Correlation
Correlation between SCHZ and SPTL is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
SCHZ vs SPTL dividend yield comparison.
| Year | SCHZ | SPTL |
|---|---|---|
| 2026 | 2.50% | 2.54% |
| 2025 | 4.05% | 4.12% |
| 2024 | 3.96% | 4.04% |
| 2023 | 3.28% | 3.24% |
| 2022 | 2.63% | 2.75% |
| 2021 | 2.16% | 1.68% |
| 2020 | 2.43% | 1.71% |
| 2019 | 2.79% | 2.45% |
| 2018 | 2.56% | 2.69% |
| 2017 | 2.40% | 2.53% |
| 2016 | 2.24% | 2.56% |
| 2015 | 2.11% | 2.60% |
| 2014 | 2.03% | 2.64% |
| 2013 | 2.01% | 2.98% |
| 2012 | 2.04% | 2.59% |
| 2011 | 0.76% | 3.01% |
| 2010 | 0.00% | 3.92% |
| 2009 | 0.00% | 4.27% |
| 2008 | 0.00% | 3.86% |
| 2007 | 0.00% | 2.65% |
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