SCHZ vs VPU
Comparison between SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF) and VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF).
5-Year PerformanceVPU has outperformed SCHZ, delivering a return of +8.1% compared to -0.2%
SCHZ vs VPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHZ vs VPU - Historical Returns
Returns include dividend reinvestment.
SCHZ vs VPU - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | SCHZ | VPU |
|---|---|---|
| 2026 | -0.28% | +1.09% |
| 2025 | +7.19% | +15.69% |
| 2024 | +1.72% | +21.44% |
| 2023 | +4.98% | -7.47% |
| 2022 | -12.55% | +1.95% |
| 2021 | -1.62% | +20.23% |
| 2020 | +7.24% | +0.48% |
| 2019 | +8.39% | +27.23% |
| 2018 | -0.16% | +5.28% |
| 2017 | +3.26% | +12.90% |
| 2016 | +2.13% | +18.00% |
| 2015 | +0.27% | -5.35% |
| 2014 | +6.09% | +28.95% |
| 2013 | -1.85% | +12.65% |
| 2012 | +3.78% | +3.49% |
| 2011 | +4.23% | +18.22% |
| 2010 | N/A | +6.57% |
| 2009 | N/A | +9.14% |
| 2008 | N/A | -27.21% |
| 2007 | N/A | +16.61% |
| 2006 | N/A | +19.41% |
| 2005 | N/A | +16.00% |
| 2004 | N/A | +20.60% |
SCHZ vs VPU 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 VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The current SCHZ drawdown is -3.03%. The current VPU drawdown is -8.07%.
| Rank | SCHZ | VPU |
|---|---|---|
| #1 | -18.74% Aug 4, 2020 - Oct 24, 2022 | -46.30% Dec 10, 2007 - Jun 6, 2012 |
| #2 | -10.27% Mar 6, 2020 - May 22, 2020 | -36.43% Feb 18, 2020 - Aug 13, 2021 |
| #3 | -4.89% May 2, 2013 - May 9, 2014 | -25.15% Sep 12, 2022 - Aug 1, 2024 |
| #4 | -4.35% Jul 8, 2016 - Aug 29, 2017 | -16.15% Jan 29, 2015 - Mar 8, 2016 |
| #5 | -3.51% Sep 7, 2017 - Jan 31, 2019 | -15.28% Apr 8, 2022 - Aug 12, 2022 |
| #6 | -2.78% Apr 17, 2015 - Feb 8, 2016 | -15.14% Nov 14, 2017 - Sep 6, 2018 |
| #7 | -2.12% Sep 4, 2019 - Jan 21, 2020 | -12.17% May 21, 2007 - Dec 3, 2007 |
| #8 | -1.81% Feb 2, 2015 - Apr 15, 2015 | -11.88% Oct 3, 2005 - Jul 19, 2006 |
| #9 | -1.73% Sep 22, 2011 - Dec 14, 2011 | -11.58% Jul 6, 2016 - Feb 28, 2017 |
| #10 | -1.40% Jan 31, 2012 - Apr 23, 2012 | -11.02% Apr 30, 2013 - Feb 13, 2014 |
| #11 | -1.36% Aug 2, 2012 - Oct 1, 2012 | -10.23% Nov 29, 2024 - May 16, 2025 |
| #12 | -1.26% Dec 5, 2012 - Apr 5, 2013 | -9.44% Dec 31, 2021 - Mar 24, 2022 |
| #13 | -1.14% Aug 29, 2014 - Oct 7, 2014 | -9.39% Jul 30, 2012 - Feb 11, 2013 |
| #14 | -1.10% Aug 18, 2011 - Sep 2, 2011 | -9.27% Jun 30, 2014 - Oct 23, 2014 |
| #15 | -0.96% Oct 16, 2014 - Dec 12, 2014 | -9.21% Apr 1, 2004 - Jul 19, 2004 |
Correlation
Correlation between SCHZ and VPU is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
SCHZ vs VPU dividend yield comparison.
| Year | SCHZ | VPU |
|---|---|---|
| 2026 | 2.50% | 1.38% |
| 2025 | 4.05% | 2.73% |
| 2024 | 3.96% | 3.02% |
| 2023 | 3.28% | 3.49% |
| 2022 | 2.63% | 2.98% |
| 2021 | 2.16% | 2.70% |
| 2020 | 2.43% | 3.17% |
| 2019 | 2.79% | 2.83% |
| 2018 | 2.56% | 3.23% |
| 2017 | 2.40% | 3.18% |
| 2016 | 2.24% | 3.19% |
| 2015 | 2.11% | 3.63% |
| 2014 | 2.03% | 3.02% |
| 2013 | 2.01% | 3.76% |
| 2012 | 2.04% | 3.98% |
| 2011 | 0.76% | 3.46% |
| 2010 | 0.00% | 3.79% |
| 2009 | 0.00% | 3.79% |
| 2008 | 0.00% | 3.87% |
| 2007 | 0.00% | 2.50% |
| 2006 | 0.00% | 2.85% |
| 2005 | 0.00% | 2.92% |
| 2004 | 0.00% | 2.64% |
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