SRLN vs SCHK

Comparison between SPDR BLACKSTONE SENIOR LOAN ETF (SRLN, ETF) and SCHWAB 1000 INDEX ETF (SCHK, ETF).

5-Year PerformanceSCHK has outperformed SRLN, delivering a return of +12.6% compared to +4.8%

SRLN vs SCHK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SRLN(ETF)	SCHK(ETF)
Net Assets	$4.70B	$4.70B
Expense Ratio	0.70%	0.03%
Max Drawdown	28.37%	34.80%
Sharpe Ratio	1.16	2.00
5Y Beta	0.15	0.99
P/E Ratio	N/A	28.55
Forward P/E	N/A	21.32
5Y Dividends CAGR	8.86%	4.88%
5Y EPS CAGR	N/A	25.23%
Debt to Equity	N/A	23.20%
P/S Ratio	N/A	3.33
P/B Ratio	N/A	5.04

Net Assets

SRLN

$4.70B

SCHK

$4.70B

Expense Ratio

SRLN

0.70%

Winner

SCHK

0.03%

Max Drawdown

Winner

SRLN

28.37%

SCHK

34.80%

Sharpe Ratio

SRLN

1.16

Winner

SCHK

2.00

5Y Beta

Winner

SRLN

0.15

SCHK

0.99

P/E Ratio

SRLN

N/A

SCHK

28.55

Forward P/E

SRLN

N/A

SCHK

21.32

5Y Dividends CAGR

Winner

SRLN

8.86%

SCHK

4.88%

5Y EPS CAGR

SRLN

N/A

SCHK

25.23%

Debt to Equity

SRLN

N/A

SCHK

23.20%

P/S Ratio

SRLN

N/A

SCHK

3.33

P/B Ratio

SRLN

N/A

SCHK

5.04

SRLN vs SCHK - Historical Returns

Returns include dividend reinvestment.

Period	SRLN	SCHK
1 month	+1.30%	+8.90%
3 months	+1.43%	+6.34%
6 months	+1.93%	+10.38%
1 year	+7.05%	+31.68%
5 years(CAGR)	+4.79%	+12.65%
10 years(CAGR)	+4.59%	+14.61%
Max(CAGR)	+3.81%	+14.61%

SRLN

+1.30%

Winner

SCHK

+8.90%

SRLN

+1.43%

Winner

SCHK

+6.34%

SRLN

+1.93%

Winner

SCHK

+10.38%

SRLN

+7.05%

Winner

SCHK

+31.68%

5Y(CAGR)

SRLN

+4.79%

Winner

SCHK

+12.65%

10Y(CAGR)

SRLN

+4.59%

Winner

SCHK

+14.61%

Max(CAGR)

SRLN

+3.81%

Winner

SCHK

+14.61%

SRLN vs SCHK - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SRLN	SCHK
2026	+0.59%	+8.15%
2025	+6.72%	+17.48%
2024	+8.43%	+25.29%
2023	+10.96%	+27.16%
2022	-5.37%	-19.88%
2021	+4.66%	+27.95%
2020	+2.94%	+19.71%
2019	+9.95%	+31.09%
2018	-0.82%	-5.78%
2017	+3.37%	+5.07%
2016	+7.14%	N/A
2015	-1.15%	N/A
2014	+1.01%	N/A
2013	+1.80%	N/A

SRLN vs SCHK Drawdown Comparison

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

The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.

Rank	SRLN	SCHK
#1	-22.29% Feb 19, 2020 - Nov 9, 2020	-34.80% Feb 19, 2020 - Aug 10, 2020
#2	-7.93% Jan 14, 2022 - Jul 12, 2023	-25.43% Dec 27, 2021 - Dec 14, 2023
#3	-5.58% Jul 16, 2015 - Aug 10, 2016	-19.63% Sep 20, 2018 - Apr 12, 2019
#4	-4.61% Oct 16, 2018 - Feb 25, 2019	-19.20% Feb 19, 2025 - Jun 26, 2025
#5	-4.26% Feb 18, 2025 - May 12, 2025	-9.83% Jan 26, 2018 - Jul 25, 2018
#6	-3.26% Jan 9, 2026 - May 1, 2026	-9.31% Sep 2, 2020 - Nov 11, 2020
#7	-2.71% Nov 28, 2014 - Feb 12, 2015	-8.97% Jan 12, 2026 - Apr 14, 2026
#8	-1.87% Sep 5, 2014 - Nov 25, 2014	-8.50% Jul 16, 2024 - Sep 19, 2024
#9	-1.36% Jul 22, 2024 - Aug 16, 2024	-6.75% May 3, 2019 - Jun 20, 2019
#10	-1.31% Nov 11, 2021 - Dec 23, 2021	-6.05% Jul 26, 2019 - Oct 25, 2019
#11	-1.21% Aug 1, 2019 - Sep 10, 2019	-5.60% Mar 28, 2024 - May 15, 2024
#12	-1.19% May 9, 2013 - Jul 23, 2013	-5.32% Oct 28, 2025 - Dec 10, 2025
#13	-1.16% May 3, 2019 - Jul 17, 2019	-5.31% Sep 2, 2021 - Oct 20, 2021
#14	-1.14% Feb 27, 2019 - Apr 5, 2019	-5.08% Feb 12, 2021 - Mar 15, 2021
#15	-1.10% Sep 20, 2019 - Nov 15, 2019	-4.79% Nov 16, 2021 - Dec 27, 2021

Correlation

Correlation between SRLN and SCHK is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2013 - 2026)

SRLN vs SCHK dividend yield comparison.

Year	SRLN	SCHK
2026	2.33%	0.25%
2025	7.67%	1.09%
2024	8.58%	1.20%
2023	8.44%	1.38%
2022	5.72%	1.57%
2021	4.45%	1.17%
2020	4.91%	1.58%
2019	5.39%	1.82%
2018	4.98%	1.80%
2017	4.01%	0.31%
2016	3.94%	0.00%
2015	4.43%	0.00%
2014	3.66%	0.00%
2013	1.91%	0.00%