SCHZ vs VLUE
Comparison between SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF) and ISHARES MSCI USA VALUE FACTOR ETF (VLUE, ETF).
5-Year PerformanceVLUE has outperformed SCHZ, delivering a return of +16.2% compared to -0.2%
SCHZ vs VLUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHZ vs VLUE - Historical Returns
Returns include dividend reinvestment.
SCHZ vs VLUE - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SCHZ | VLUE |
|---|---|---|
| 2026 | +0.21% | +37.34% |
| 2025 | +7.19% | +32.85% |
| 2024 | +1.72% | +7.11% |
| 2023 | +4.98% | +14.27% |
| 2022 | -12.55% | -15.42% |
| 2021 | -1.62% | +30.09% |
| 2020 | +7.24% | -0.88% |
| 2019 | +8.39% | +25.91% |
| 2018 | -0.16% | -12.27% |
| 2017 | +3.26% | +20.70% |
| 2016 | +2.13% | +17.35% |
| 2015 | +0.27% | -2.57% |
| 2014 | +6.09% | +13.40% |
| 2013 | -1.85% | +22.41% |
| 2012 | +3.78% | N/A |
| 2011 | +4.23% | N/A |
SCHZ vs VLUE 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 VLUE was -39.47%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current SCHZ drawdown is -2.56%. The current VLUE drawdown is -7.18%.
| Rank | SCHZ | VLUE |
|---|---|---|
| #1 | -18.74% Aug 4, 2020 - Oct 24, 2022 | -39.47% Feb 12, 2020 - Jan 6, 2021 |
| #2 | -10.27% Mar 6, 2020 - May 22, 2020 | -27.11% Jan 14, 2022 - Mar 27, 2024 |
| #3 | -4.89% May 2, 2013 - May 9, 2014 | -22.15% Sep 20, 2018 - Nov 4, 2019 |
| #4 | -4.35% Jul 8, 2016 - Aug 29, 2017 | -19.66% May 22, 2015 - Oct 5, 2016 |
| #5 | -3.51% Sep 7, 2017 - Jan 31, 2019 | -17.88% Nov 25, 2024 - Jun 30, 2025 |
| #6 | -2.78% Apr 17, 2015 - Feb 8, 2016 | -10.21% Jan 26, 2018 - Aug 27, 2018 |
| #7 | -2.12% Sep 4, 2019 - Jan 21, 2020 | -9.17% Jul 16, 2024 - Sep 26, 2024 |
| #8 | -1.81% Feb 2, 2015 - Apr 15, 2015 | -9.04% Feb 11, 2026 - Apr 9, 2026 |
| #9 | -1.73% Sep 22, 2011 - Dec 14, 2011 | -8.18% Sep 18, 2014 - Nov 7, 2014 |
| #10 | -1.40% Jan 31, 2012 - Apr 23, 2012 | -7.52% Mar 28, 2024 - Jul 16, 2024 |
| #11 | -1.36% Aug 2, 2012 - Oct 1, 2012 | -7.18% Jun 25, 2026 - Jul 16, 2026 |
| #12 | -1.26% Dec 5, 2012 - Apr 5, 2013 | -7.09% Jun 4, 2021 - Nov 12, 2021 |
| #13 | -1.14% Aug 29, 2014 - Oct 7, 2014 | -6.43% Jun 2, 2026 - Jun 22, 2026 |
| #14 | -1.10% Aug 18, 2011 - Sep 2, 2011 | -6.03% Nov 12, 2025 - Nov 28, 2025 |
| #15 | -0.96% Oct 16, 2014 - Dec 12, 2014 | -5.78% Jan 15, 2014 - Feb 28, 2014 |
Correlation
Correlation between SCHZ and VLUE is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2011 - 2026)
SCHZ vs VLUE dividend yield comparison.
| Year | SCHZ | VLUE |
|---|---|---|
| 2026 | 2.09% | 0.70% |
| 2025 | 4.05% | 2.11% |
| 2024 | 3.96% | 2.73% |
| 2023 | 3.28% | 2.66% |
| 2022 | 2.63% | 3.18% |
| 2021 | 2.16% | 2.22% |
| 2020 | 2.43% | 2.42% |
| 2019 | 2.79% | 2.61% |
| 2018 | 2.56% | 2.70% |
| 2017 | 2.40% | 2.14% |
| 2016 | 2.24% | 2.07% |
| 2015 | 2.11% | 2.39% |
| 2014 | 2.03% | 1.64% |
| 2013 | 2.01% | 1.33% |
| 2012 | 2.04% | 0.00% |
| 2011 | 0.76% | 0.00% |
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