SPSB vs SCHZ
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB, ETF) and SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF).
5-Year PerformanceSPSB has outperformed SCHZ, delivering a return of +2.7% compared to -0.0%
SPSB vs SCHZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPSB vs SCHZ - Historical Returns
Returns include dividend reinvestment.
SPSB vs SCHZ - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SPSB | SCHZ |
|---|---|---|
| 2026 | +0.74% | -0.09% |
| 2025 | +5.90% | +7.19% |
| 2024 | +5.39% | +1.72% |
| 2023 | +5.53% | +4.98% |
| 2022 | -3.19% | -12.55% |
| 2021 | -0.20% | -1.62% |
| 2020 | +3.83% | +7.24% |
| 2019 | +5.21% | +8.39% |
| 2018 | +1.45% | -0.16% |
| 2017 | +1.68% | +3.26% |
| 2016 | +2.09% | +2.13% |
| 2015 | +0.87% | +0.27% |
| 2014 | +0.87% | +6.09% |
| 2013 | +1.12% | -1.85% |
| 2012 | +3.04% | +3.78% |
| 2011 | +1.28% | +4.23% |
| 2010 | +2.81% | N/A |
| 2009 | -1.14% | N/A |
SPSB vs SCHZ Drawdown Comparison
The maximum drawdown for SPSB was -11.75%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.
The maximum drawdown for SCHZ was -18.74%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current SPSB drawdown is -0.17%. The current SCHZ drawdown is -2.85%.
| Rank | SPSB | SCHZ |
|---|---|---|
| #1 | -11.75% Mar 5, 2020 - May 18, 2020 | -18.74% Aug 4, 2020 - Oct 24, 2022 |
| #2 | -5.96% Sep 14, 2021 - Nov 28, 2023 | -10.27% Mar 6, 2020 - May 22, 2020 |
| #3 | -1.39% Aug 1, 2011 - Jan 10, 2012 | -4.89% May 2, 2013 - May 9, 2014 |
| #4 | -1.28% Dec 17, 2009 - Jul 14, 2010 | -4.35% Jul 8, 2016 - Aug 29, 2017 |
| #5 | -1.02% Nov 4, 2010 - Jan 28, 2011 | -3.51% Sep 7, 2017 - Jan 31, 2019 |
| #6 | -0.93% Sep 7, 2017 - Jul 30, 2018 | -2.78% Apr 17, 2015 - Feb 8, 2016 |
| #7 | -0.87% Feb 23, 2026 - Apr 17, 2026 | -2.12% Sep 4, 2019 - Jan 21, 2020 |
| #8 | -0.78% May 6, 2013 - Sep 18, 2013 | -1.81% Feb 2, 2015 - Apr 15, 2015 |
| #9 | -0.77% Apr 3, 2025 - Apr 25, 2025 | -1.73% Sep 22, 2011 - Dec 14, 2011 |
| #10 | -0.73% Oct 22, 2015 - Mar 16, 2016 | -1.40% Jan 31, 2012 - Apr 23, 2012 |
| #11 | -0.69% Sep 6, 2016 - Feb 6, 2017 | -1.36% Aug 2, 2012 - Oct 1, 2012 |
| #12 | -0.63% May 15, 2015 - Oct 6, 2015 | -1.26% Dec 5, 2012 - Apr 5, 2013 |
| #13 | -0.63% Oct 2, 2024 - Dec 4, 2024 | -1.14% Aug 29, 2014 - Oct 7, 2014 |
| #14 | -0.62% Oct 21, 2014 - Jan 27, 2015 | -1.10% Aug 18, 2011 - Sep 2, 2011 |
| #15 | -0.56% Feb 3, 2012 - Feb 28, 2012 | -0.96% Oct 16, 2014 - Dec 12, 2014 |
Correlation
Correlation between SPSB and SCHZ is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2009 - 2026)
SPSB vs SCHZ dividend yield comparison.
| Year | SPSB | SCHZ |
|---|---|---|
| 2026 | 1.78% | 1.74% |
| 2025 | 4.55% | 4.05% |
| 2024 | 4.85% | 3.96% |
| 2023 | 4.06% | 3.28% |
| 2022 | 1.92% | 2.63% |
| 2021 | 1.19% | 2.16% |
| 2020 | 1.94% | 2.43% |
| 2019 | 2.77% | 2.79% |
| 2018 | 2.36% | 2.56% |
| 2017 | 1.94% | 2.40% |
| 2016 | 1.65% | 2.24% |
| 2015 | 1.43% | 2.11% |
| 2014 | 1.26% | 2.03% |
| 2013 | 1.40% | 2.01% |
| 2012 | 1.55% | 2.04% |
| 2011 | 1.95% | 0.76% |
| 2010 | 2.05% | 0.00% |
| 2009 | 0.04% | 0.00% |
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