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VGLT vs SCHM

Comparison between VANGUARD LONG-TERM TREASURY INDEX FUND ETF SHARES (VGLT, ETF) and SCHWAB U.S. MID-CAP ETF (SCHM, ETF).

5-Year PerformanceSCHM has outperformed VGLT, delivering a return of +7.9% compared to -4.9%

VGLT vs SCHM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VGLT
$14B
SCHM
$14B
Expense Ratio
Winner
VGLT
0.03%
SCHM
0.04%
Max Drawdown
VGLT
50.44%
Winner
SCHM
42.43%
Sharpe Ratio
VGLT
0.03
Winner
SCHM
1.67
5Y Beta
Winner
VGLT
0.05
SCHM
1.00
P/E Ratio
VGLT
N/A
SCHM
34.74
Forward P/E
VGLT
N/A
SCHM
17.62
5Y Dividends CAGR
VGLT
6.61%
Winner
SCHM
9.78%
5Y EPS CAGR
VGLT
N/A
SCHM
11.27%
Debt to Equity
VGLT
N/A
SCHM
22.41%
P/S Ratio
VGLT
N/A
SCHM
1.74
P/B Ratio
VGLT
N/A
SCHM
2.90

VGLT vs SCHM - Historical Returns

Returns include dividend reinvestment.

1M
VGLT
-0.60%
Winner
SCHM
+7.50%
3M
VGLT
-1.59%
Winner
SCHM
+6.58%
6M
VGLT
-2.15%
Winner
SCHM
+17.88%
1Y
VGLT
+4.31%
Winner
SCHM
+28.91%
5Y(CAGR)
VGLT
-4.95%
Winner
SCHM
+7.95%
10Y(CAGR)
VGLT
-0.99%
Winner
SCHM
+11.43%
Max(CAGR)
VGLT
+2.49%
Winner
SCHM
+11.36%

VGLT vs SCHM - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearVGLTSCHM
2026-0.25%+14.51%
2025+5.23%+10.33%
2024-5.80%+12.62%
2023+1.50%+17.39%
2022-27.68%-17.26%
2021-4.91%+21.32%
2020+16.54%+14.95%
2019+13.62%+27.82%
2018-0.48%-9.47%
2017+8.37%+18.99%
2016-0.08%+16.05%
2015-1.81%+0.01%
2014+24.41%+11.21%
2013-11.50%+32.95%
2012+4.55%+16.31%
2011+29.34%-2.92%
2010+8.97%N/A
2009-4.16%N/A

VGLT vs SCHM Drawdown Comparison

The maximum drawdown for VGLT was -46.17%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The current VGLT drawdown is -36.86%. The current SCHM drawdown is -0.43%.

RankVGLTSCHM
#1-46.17%
Aug 4, 2020 - Oct 19, 2023
-42.43%
Feb 20, 2020 - Nov 9, 2020
#2-17.79%
Jul 25, 2012 - Oct 15, 2014
-26.46%
Nov 16, 2021 - Mar 21, 2024
#3-16.92%
Jul 8, 2016 - Jun 3, 2019
-26.37%
Apr 29, 2011 - Mar 13, 2012
#4-14.21%
Mar 9, 2020 - Aug 4, 2020
-23.27%
Nov 25, 2024 - Sep 5, 2025
#5-13.98%
Aug 31, 2010 - Aug 4, 2011
-22.73%
Sep 14, 2018 - Jul 5, 2019
#6-13.80%
Jan 30, 2015 - Feb 11, 2016
-19.98%
Jun 23, 2015 - Jul 12, 2016
#7-9.07%
Oct 3, 2011 - Dec 19, 2011
-12.09%
Mar 19, 2012 - Sep 12, 2012
#8-8.89%
Dec 19, 2011 - May 16, 2012
-10.78%
Sep 2, 2014 - Nov 20, 2014
#9-7.97%
Aug 28, 2019 - Feb 20, 2020
-9.61%
Jan 26, 2018 - Jun 6, 2018
#10-5.69%
Nov 27, 2009 - May 6, 2010
-9.32%
Feb 26, 2026 - Apr 14, 2026
#11-4.57%
Feb 11, 2016 - Jun 3, 2016
-8.18%
Jul 16, 2024 - Sep 19, 2024
#12-4.32%
Sep 22, 2011 - Oct 3, 2011
-7.35%
Sep 14, 2012 - Dec 18, 2012
#13-4.16%
Aug 10, 2011 - Aug 18, 2011
-7.34%
May 21, 2013 - Jul 11, 2013
#14-3.59%
Aug 19, 2011 - Sep 2, 2011
-7.19%
Jul 24, 2019 - Nov 4, 2019
#15-3.55%
Jun 1, 2012 - Jul 20, 2012
-7.05%
Mar 28, 2024 - Jul 16, 2024

Correlation

Correlation between VGLT and SCHM is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34
-101

Dividend Comparison (2009 - 2026)

VGLT vs SCHM dividend yield comparison.

YearVGLTSCHM
20261.53%0.22%
20254.44%1.46%
20244.33%1.43%
20233.33%1.50%
20222.84%1.67%
20211.82%1.13%
20202.15%1.31%
20192.46%1.48%
20182.71%1.56%
20172.55%1.27%
20162.69%1.51%
20153.21%1.54%
20142.75%1.48%
20133.19%1.27%
20123.02%1.67%
20113.10%1.19%
20103.72%0.00%
20090.46%0.00%

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