SCHZ vs XLG
Comparison between SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF) and INVESCO S&P 500 TOP 50 ETF (XLG, ETF).
5-Year PerformanceXLG has outperformed SCHZ, delivering a return of +14.4% compared to -0.2%
SCHZ vs XLG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHZ vs XLG - Historical Returns
Returns include dividend reinvestment.
SCHZ vs XLG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SCHZ | XLG |
|---|---|---|
| 2026 | +0.07% | +7.55% |
| 2025 | +7.19% | +19.86% |
| 2024 | +1.72% | +34.63% |
| 2023 | +4.98% | +38.98% |
| 2022 | -12.55% | -25.22% |
| 2021 | -1.62% | +32.52% |
| 2020 | +7.24% | +22.59% |
| 2019 | +8.39% | +31.49% |
| 2018 | -0.16% | -4.27% |
| 2017 | +3.26% | +22.13% |
| 2016 | +2.13% | +13.05% |
| 2015 | +0.27% | +4.39% |
| 2014 | +6.09% | +12.19% |
| 2013 | -1.85% | +25.40% |
| 2012 | +3.78% | +13.33% |
| 2011 | +4.23% | +3.57% |
| 2010 | N/A | +7.41% |
| 2009 | N/A | +16.95% |
| 2008 | N/A | -32.91% |
| 2007 | N/A | +4.53% |
| 2006 | N/A | +15.92% |
| 2005 | N/A | +3.78% |
SCHZ vs XLG 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 XLG was -52.40%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SCHZ drawdown is -2.69%. The current XLG drawdown is -1.81%.
| Rank | SCHZ | XLG |
|---|---|---|
| #1 | -18.74% Aug 4, 2020 - Oct 24, 2022 | -52.40% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -10.27% Mar 6, 2020 - May 22, 2020 | -30.45% Feb 19, 2020 - Jul 8, 2020 |
| #3 | -4.89% May 2, 2013 - May 9, 2014 | -28.03% Jan 3, 2022 - Nov 20, 2023 |
| #4 | -4.35% Jul 8, 2016 - Aug 29, 2017 | -20.71% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -3.51% Sep 7, 2017 - Jan 31, 2019 | -19.78% Oct 3, 2018 - Apr 15, 2019 |
| #6 | -2.78% Apr 17, 2015 - Feb 8, 2016 | -13.40% Jul 20, 2015 - Nov 3, 2015 |
| #7 | -2.12% Sep 4, 2019 - Jan 21, 2020 | -12.42% Oct 29, 2025 - Apr 22, 2026 |
| #8 | -1.81% Feb 2, 2015 - Apr 15, 2015 | -11.32% Jul 10, 2024 - Oct 9, 2024 |
| #9 | -1.73% Sep 22, 2011 - Dec 14, 2011 | -11.15% Sep 2, 2020 - Dec 28, 2020 |
| #10 | -1.40% Jan 31, 2012 - Apr 23, 2012 | -10.81% Nov 3, 2015 - Apr 13, 2016 |
| #11 | -1.36% Aug 2, 2012 - Oct 1, 2012 | -10.62% Jan 26, 2018 - Jul 25, 2018 |
| #12 | -1.26% Dec 5, 2012 - Apr 5, 2013 | -9.04% Jun 1, 2026 - Jul 29, 2026 |
| #13 | -1.14% Aug 29, 2014 - Oct 7, 2014 | -8.87% Oct 4, 2012 - Feb 1, 2013 |
| #14 | -1.10% Aug 18, 2011 - Sep 2, 2011 | -8.26% Apr 29, 2019 - Jul 2, 2019 |
| #15 | -0.96% Oct 16, 2014 - Dec 12, 2014 | -7.99% Jul 16, 2007 - Sep 19, 2007 |
Correlation
Correlation between SCHZ and XLG is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
SCHZ vs XLG dividend yield comparison.
| Year | SCHZ | XLG |
|---|---|---|
| 2026 | 2.49% | 0.33% |
| 2025 | 4.05% | 0.64% |
| 2024 | 3.96% | 0.72% |
| 2023 | 3.28% | 0.97% |
| 2022 | 2.63% | 1.34% |
| 2021 | 2.16% | 0.94% |
| 2020 | 2.43% | 1.25% |
| 2019 | 2.79% | 1.58% |
| 2018 | 2.56% | 2.00% |
| 2017 | 2.40% | 1.85% |
| 2016 | 2.24% | 2.00% |
| 2015 | 2.11% | 2.09% |
| 2014 | 2.03% | 1.97% |
| 2013 | 2.01% | 1.97% |
| 2012 | 2.04% | 2.21% |
| 2011 | 0.76% | 2.61% |
| 2010 | 0.00% | 1.93% |
| 2009 | 0.00% | 2.31% |
| 2008 | 0.00% | 3.10% |
| 2007 | 0.00% | 1.98% |
| 2006 | 0.00% | 1.72% |
| 2005 | 0.00% | 1.00% |
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