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SUB vs SCHI

Comparison between ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF) and SCHWAB 5-10 YEAR CORPORATE BOND ETF (SCHI, ETF).

5-Year PerformanceSUB has outperformed SCHI, delivering a return of +1.5% compared to +1.1%

SUB vs SCHI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SUB
$11B
Winner
SCHI
$11B
Expense Ratio
SUB
0.07%
Winner
SCHI
0.03%
Max Drawdown
Winner
SUB
11.72%
SCHI
23.65%
Sharpe Ratio
SUB
-0.65
Winner
SCHI
0.41
5Y Beta
Winner
SUB
0.01
SCHI
0.09
5Y Dividends CAGR
Winner
SUB
19.04%
SCHI
15.33%

SUB vs SCHI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SUB
+0.29%
SCHI
-0.74%
3M
Winner
SUB
+0.18%
SCHI
-1.26%
6M
Winner
SUB
+1.21%
SCHI
+0.06%
1Y
SUB
+3.08%
Winner
SCHI
+5.76%
5Y(CAGR)
Winner
SUB
+1.45%
SCHI
+1.13%
10Y(CAGR)
SUB
+1.49%
SCHI
N/A
Max(CAGR)
SUB
+1.59%
Winner
SCHI
+2.11%

SUB vs SCHI - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearSUBSCHI
2026+0.80%-0.21%
2025+3.55%+9.42%
2024+2.26%+3.71%
2023+2.83%+8.39%
2022-2.02%-13.56%
2021+0.17%-1.70%
2020+2.58%+9.65%
2019+3.00%+1.00%
2018+1.88%N/A
2017+0.83%N/A
2016+0.01%N/A
2015+0.71%N/A
2014+0.54%N/A
2013+0.77%N/A
2012+0.41%N/A
2011+3.85%N/A
2010+0.55%N/A
2009+4.28%N/A
2008+1.68%N/A

SUB vs SCHI Drawdown Comparison

The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The maximum drawdown for SCHI was -20.67%, occurring on Oct 20, 2022. Recovery took 995 trading sessions.

The current SUB drawdown is -0.07%. The current SCHI drawdown is -1.80%.

RankSUBSCHI
#1-9.46%
Mar 6, 2020 - May 19, 2020
-20.67%
Aug 3, 2021 - Jul 22, 2025
#2-6.40%
Jan 16, 2009 - Sep 12, 2011
-16.83%
Mar 4, 2020 - Jun 8, 2020
#3-4.92%
Jan 13, 2009 - Jan 16, 2009
-4.36%
Dec 31, 2020 - Aug 2, 2021
#4-4.35%
Jul 22, 2021 - Dec 13, 2023
-3.01%
Feb 27, 2026 - Mar 27, 2026
#5-2.43%
Mar 1, 2013 - Oct 24, 2013
-1.44%
Aug 6, 2020 - Nov 19, 2020
#6-1.71%
Aug 24, 2016 - May 23, 2017
-1.20%
Oct 27, 2025 - Nov 26, 2025
#7-1.46%
Jan 17, 2012 - Mar 1, 2013
-1.12%
Nov 1, 2019 - Nov 26, 2019
#8-1.25%
Sep 7, 2017 - Nov 29, 2018
-0.97%
Jun 10, 2020 - Jun 15, 2020
#9-1.23%
Apr 4, 2025 - May 29, 2025
-0.82%
Sep 15, 2025 - Oct 13, 2025
#10-0.92%
Oct 2, 2024 - Jan 27, 2025
-0.78%
Jan 14, 2026 - Feb 5, 2026
#11-0.87%
Jan 30, 2015 - Oct 2, 2015
-0.65%
Nov 26, 2025 - Dec 26, 2025
#12-0.80%
Feb 23, 2026 - Mar 24, 2026
-0.64%
Jun 16, 2020 - Jul 1, 2020
#13-0.77%
Aug 15, 2019 - Nov 27, 2019
-0.56%
Nov 30, 2020 - Dec 15, 2020
#14-0.75%
Sep 12, 2011 - Dec 2, 2011
-0.52%
Aug 13, 2025 - Aug 22, 2025
#15-0.68%
Dec 27, 2023 - May 8, 2024
-0.49%
Dec 3, 2019 - Dec 13, 2019

Correlation

Correlation between SUB and SCHI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2008 - 2026)

SUB vs SCHI dividend yield comparison.

YearSUBSCHI
20261.06%2.12%
20252.42%4.99%
20242.10%5.12%
20231.73%4.28%
20220.86%3.10%
20210.72%1.93%
20201.23%2.31%
20191.58%0.53%
20181.32%0.00%
20170.95%0.00%
20160.75%0.00%
20150.77%0.00%
20140.76%0.00%
20130.84%0.00%
20120.99%0.00%
20111.27%0.00%
20101.28%0.00%
20091.44%0.00%
20080.33%0.00%

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