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SRLN vs SCHC

Comparison between STATE STREET(R) BLACKSTONE SENIOR LOAN ETF (SRLN, ETF) and SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF (SCHC, ETF).

5-Year PerformanceSCHC has outperformed SRLN, delivering a return of +6.3% compared to +4.7%

SRLN vs SCHC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SRLN
$5.20B
Winner
SCHC
$5.30B
Expense Ratio
SRLN
0.70%
Winner
SCHC
0.06%
Max Drawdown
Winner
SRLN
28.37%
SCHC
47.07%
Sharpe Ratio
SRLN
0.20
Winner
SCHC
0.83
5Y Beta
Winner
SRLN
0.15
SCHC
0.73
5Y Dividends CAGR
SRLN
7.10%
Winner
SCHC
16.61%

SRLN vs SCHC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SRLN
+0.55%
SCHC
-3.65%
3M
Winner
SRLN
+1.77%
SCHC
-3.65%
6M
SRLN
+0.88%
Winner
SCHC
+1.51%
1Y
SRLN
+4.55%
Winner
SCHC
+17.13%
5Y(CAGR)
SRLN
+4.70%
Winner
SCHC
+6.26%
10Y(CAGR)
SRLN
+4.53%
Winner
SCHC
+7.97%
Max(CAGR)
SRLN
+3.80%
Winner
SCHC
+6.99%

SRLN vs SCHC - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearSRLNSCHC
2026+1.18%+5.31%
2025+6.72%+37.73%
2024+8.43%+3.59%
2023+10.96%+14.09%
2022-5.37%-22.33%
2021+4.66%+11.61%
2020+2.94%+9.68%
2019+9.95%+22.91%
2018-0.82%-19.47%
2017+3.37%+28.59%
2016+7.14%+4.30%
2015-1.15%+2.06%
2014+1.01%-6.00%
2013+1.80%+19.07%
2012N/A+15.92%
2011N/A-14.43%
2010N/A+17.14%

SRLN vs SCHC Drawdown Comparison

The maximum drawdown for SRLN was -22.29%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

The maximum drawdown for SCHC was -43.97%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.

The current SCHC drawdown is -6.19%.

RankSRLNSCHC
#1-22.29%
Feb 19, 2020 - Nov 9, 2020
-43.97%
Jan 26, 2018 - Dec 4, 2020
#2-7.93%
Jan 14, 2022 - Jul 12, 2023
-36.48%
Sep 3, 2021 - May 19, 2025
#3-5.58%
Jul 16, 2015 - Aug 10, 2016
-28.31%
Apr 29, 2011 - May 3, 2013
#4-4.61%
Oct 16, 2018 - Feb 25, 2019
-23.68%
Jul 3, 2014 - May 2, 2017
#5-4.26%
Feb 18, 2025 - May 12, 2025
-18.51%
Apr 14, 2010 - Sep 28, 2010
#6-3.26%
Jan 9, 2026 - May 1, 2026
-12.48%
Feb 27, 2026 - Mar 20, 2026
#7-2.71%
Nov 28, 2014 - Feb 12, 2015
-12.17%
Jan 14, 2010 - Apr 1, 2010
#8-1.87%
Sep 5, 2014 - Nov 25, 2014
-10.36%
May 8, 2013 - Aug 2, 2013
#9-1.36%
Jul 22, 2024 - Aug 16, 2024
-9.35%
Mar 3, 2011 - Apr 1, 2011
#10-1.31%
Nov 11, 2021 - Dec 23, 2021
-6.61%
Nov 4, 2010 - Dec 13, 2010
#11-1.21%
Aug 1, 2019 - Sep 10, 2019
-6.51%
Jan 15, 2014 - Feb 14, 2014
#12-1.19%
May 9, 2013 - Jul 23, 2013
-5.70%
Oct 27, 2025 - Nov 28, 2025
#13-1.16%
May 3, 2019 - Jul 17, 2019
-5.63%
Jun 8, 2021 - Aug 5, 2021
#14-1.14%
Feb 27, 2019 - Apr 5, 2019
-4.31%
Apr 9, 2014 - Jun 4, 2014
#15-1.10%
Sep 20, 2019 - Nov 15, 2019
-4.08%
Oct 22, 2013 - Dec 30, 2013

Correlation

Correlation between SRLN and SCHC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2010 - 2026)

SRLN vs SCHC dividend yield comparison.

YearSRLNSCHC
20263.50%0.22%
20257.67%3.66%
20248.58%3.72%
20238.44%2.94%
20225.72%1.78%
20214.45%3.02%
20204.91%1.62%
20195.39%3.23%
20184.98%2.51%
20174.01%2.73%
20163.94%2.01%
20154.43%2.34%
20143.66%2.59%
20131.91%2.81%
20120.00%3.00%
20110.00%7.05%
20100.00%2.28%

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