SMBS vs IXN
Comparison between SCHWAB MORTGAGE-BACKED SECURITIES ETF (SMBS, ETF) and ISHARES GLOBAL TECH ETF (IXN, ETF).
SMBS vs IXN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMBS
$6.30B
IXN
$6.30B
Expense Ratio
Winner
SMBS
0.03%
IXN
0.39%
Max Drawdown
Winner
SMBS
3.68%
IXN
56.25%
Sharpe Ratio
SMBS
0.63
Winner
IXN
2.40
5Y Beta
Winner
SMBS
0.03
IXN
1.41
P/E Ratio
SMBS
N/A
IXN
31.38
Forward P/E
SMBS
N/A
IXN
20.65
PEG Ratio
SMBS
N/A
IXN
0.57
5Y Dividends CAGR
SMBS
N/A
IXN
20.67%
5Y EPS CAGR
SMBS
N/A
IXN
34.23%
Debt to Equity
SMBS
N/A
IXN
40.65%
P/S Ratio
SMBS
N/A
IXN
5.32
P/B Ratio
SMBS
N/A
IXN
7.11
SMBS vs IXN - Historical Returns
Returns include dividend reinvestment.
1M
SMBS
+0.27%
Winner
IXN
+23.95%
3M
SMBS
+0.46%
Winner
IXN
+23.43%
6M
SMBS
+1.89%
Winner
IXN
+27.38%
1Y
SMBS
+7.06%
Winner
IXN
+68.73%
5Y(CAGR)
SMBS
N/A
IXN
+20.75%
10Y(CAGR)
SMBS
N/A
IXN
+24.79%
Max(CAGR)
SMBS
+6.30%
Winner
IXN
+12.34%
SMBS vs IXN - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SMBS | IXN |
|---|---|---|
| 2026 | +1.30% | +25.60% |
| 2025 | +8.23% | +25.60% |
| 2024 | -0.07% | +28.36% |
| 2023 | N/A | +54.20% |
| 2022 | N/A | -30.60% |
| 2021 | N/A | +30.90% |
| 2020 | N/A | +41.15% |
| 2019 | N/A | +47.55% |
| 2018 | N/A | -6.75% |
| 2017 | N/A | +40.11% |
| 2016 | N/A | +15.95% |
| 2015 | N/A | +4.27% |
| 2014 | N/A | +16.69% |
| 2013 | N/A | +21.45% |
| 2012 | N/A | +13.68% |
| 2011 | N/A | -4.54% |
| 2010 | N/A | +8.27% |
| 2009 | N/A | +48.03% |
| 2008 | N/A | -42.01% |
| 2007 | N/A | +12.40% |
| 2006 | N/A | +6.99% |
| 2005 | N/A | +5.43% |
| 2004 | N/A | +2.41% |
| 2003 | N/A | +41.04% |
| 2002 | N/A | -38.26% |
| 2001 | N/A | +0.32% |
SMBS vs IXN Drawdown Comparison
The maximum drawdown for SMBS was -3.20%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.
The maximum drawdown for IXN was -55.66%, occurring on Mar 9, 2009. Recovery took 1099 trading sessions.
The current SMBS drawdown is -0.85%.
| Rank | SMBS | IXN |
|---|---|---|
| #1 | -3.20% Dec 6, 2024 - Feb 25, 2025 | -55.66% Oct 31, 2007 - Mar 13, 2012 |
| #2 | -2.83% Apr 4, 2025 - Jun 26, 2025 | -55.51% Dec 6, 2001 - Jan 4, 2007 |
| #3 | -2.53% Feb 27, 2026 - Mar 26, 2026 | -36.30% Dec 27, 2021 - Nov 20, 2023 |
| #4 | -1.11% Jun 26, 2025 - Aug 1, 2025 | -30.89% Feb 19, 2020 - Jun 10, 2020 |
| #5 | -0.90% Oct 28, 2025 - Nov 25, 2025 | -25.55% Feb 18, 2025 - Jun 24, 2025 |
| #6 | -0.89% Mar 3, 2025 - Apr 1, 2025 | -23.64% Aug 29, 2018 - Apr 12, 2019 |
| #7 | -0.85% Sep 16, 2025 - Oct 14, 2025 | -16.87% Jul 10, 2024 - Dec 16, 2024 |
| #8 | -0.78% Nov 26, 2025 - Dec 18, 2025 | -14.88% Dec 4, 2015 - Jul 12, 2016 |
| #9 | -0.58% Jan 14, 2026 - Feb 6, 2026 | -14.63% May 21, 2015 - Nov 2, 2015 |
| #10 | -0.47% Aug 13, 2025 - Aug 22, 2025 | -14.13% Apr 2, 2012 - Apr 30, 2013 |
| #11 | -0.39% Aug 5, 2025 - Aug 13, 2025 | -13.80% Oct 29, 2025 - Apr 14, 2026 |
| #12 | -0.39% Dec 29, 2025 - Jan 7, 2026 | -11.29% Sep 2, 2020 - Dec 1, 2020 |
| #13 | -0.38% Nov 25, 2024 - Nov 29, 2024 | -10.79% Jan 26, 2018 - Mar 9, 2018 |
| #14 | -0.36% Apr 1, 2025 - Apr 3, 2025 | -10.02% Jul 19, 2007 - Sep 27, 2007 |
| #15 | -0.31% Oct 21, 2025 - Oct 28, 2025 | -9.90% Apr 24, 2019 - Jul 1, 2019 |
Correlation
Correlation between SMBS and IXN is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2004 - 2026)
SMBS vs IXN dividend yield comparison.
| Year | SMBS | IXN |
|---|---|---|
| 2026 | 1.69% | 0.00% |
| 2025 | 4.83% | 1.04% |
| 2024 | 0.50% | 0.43% |
| 2023 | 0.00% | 0.55% |
| 2022 | 0.00% | 0.81% |
| 2021 | 0.00% | 0.58% |
| 2020 | 0.00% | 0.63% |
| 2019 | 0.00% | 1.06% |
| 2018 | 0.00% | 0.94% |
| 2017 | 0.00% | 0.93% |
| 2016 | 0.00% | 1.03% |
| 2015 | 0.00% | 1.12% |
| 2014 | 0.00% | 1.14% |
| 2013 | 0.00% | 1.02% |
| 2012 | 0.00% | 1.08% |
| 2011 | 0.00% | 0.99% |
| 2010 | 0.00% | 0.67% |
| 2009 | 0.00% | 0.61% |
| 2008 | 0.00% | 1.19% |
| 2007 | 0.00% | 0.36% |
| 2006 | 0.00% | 0.22% |
| 2005 | 0.00% | 0.05% |
| 2004 | 0.00% | 1.21% |
Select Stocks to Compare
Popular: SMBS vs SPYIXN vs SPY
More Comparisons
Compare with similar stocks