XLG vs SCHZ
Comparison between INVESCO S&P 500 TOP 50 ETF (XLG, ETF) and SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF).
5-Year PerformanceXLG has outperformed SCHZ, delivering a return of +14.4% compared to -0.2%
XLG vs SCHZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XLG vs SCHZ - Historical Returns
Returns include dividend reinvestment.
XLG vs SCHZ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XLG | SCHZ |
|---|---|---|
| 2026 | +7.55% | +0.07% |
| 2025 | +19.86% | +7.19% |
| 2024 | +34.63% | +1.72% |
| 2023 | +38.98% | +4.98% |
| 2022 | -25.22% | -12.55% |
| 2021 | +32.52% | -1.62% |
| 2020 | +22.59% | +7.24% |
| 2019 | +31.49% | +8.39% |
| 2018 | -4.27% | -0.16% |
| 2017 | +22.13% | +3.26% |
| 2016 | +13.05% | +2.13% |
| 2015 | +4.39% | +0.27% |
| 2014 | +12.19% | +6.09% |
| 2013 | +25.40% | -1.85% |
| 2012 | +13.33% | +3.78% |
| 2011 | +3.57% | +4.23% |
| 2010 | +7.41% | N/A |
| 2009 | +16.95% | N/A |
| 2008 | -32.91% | N/A |
| 2007 | +4.53% | N/A |
| 2006 | +15.92% | N/A |
| 2005 | +3.78% | N/A |
XLG vs SCHZ Drawdown Comparison
The maximum drawdown for XLG was -52.40%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The maximum drawdown for SCHZ was -18.74%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current XLG drawdown is -1.81%. The current SCHZ drawdown is -2.69%.
| Rank | XLG | SCHZ |
|---|---|---|
| #1 | -52.40% Oct 9, 2007 - Aug 16, 2012 | -18.74% Aug 4, 2020 - Oct 24, 2022 |
| #2 | -30.45% Feb 19, 2020 - Jul 8, 2020 | -10.27% Mar 6, 2020 - May 22, 2020 |
| #3 | -28.03% Jan 3, 2022 - Nov 20, 2023 | -4.89% May 2, 2013 - May 9, 2014 |
| #4 | -20.71% Feb 19, 2025 - Jun 26, 2025 | -4.35% Jul 8, 2016 - Aug 29, 2017 |
| #5 | -19.78% Oct 3, 2018 - Apr 15, 2019 | -3.51% Sep 7, 2017 - Jan 31, 2019 |
| #6 | -13.40% Jul 20, 2015 - Nov 3, 2015 | -2.78% Apr 17, 2015 - Feb 8, 2016 |
| #7 | -12.42% Oct 29, 2025 - Apr 22, 2026 | -2.12% Sep 4, 2019 - Jan 21, 2020 |
| #8 | -11.32% Jul 10, 2024 - Oct 9, 2024 | -1.81% Feb 2, 2015 - Apr 15, 2015 |
| #9 | -11.15% Sep 2, 2020 - Dec 28, 2020 | -1.73% Sep 22, 2011 - Dec 14, 2011 |
| #10 | -10.81% Nov 3, 2015 - Apr 13, 2016 | -1.40% Jan 31, 2012 - Apr 23, 2012 |
| #11 | -10.62% Jan 26, 2018 - Jul 25, 2018 | -1.36% Aug 2, 2012 - Oct 1, 2012 |
| #12 | -9.04% Jun 1, 2026 - Jul 29, 2026 | -1.26% Dec 5, 2012 - Apr 5, 2013 |
| #13 | -8.87% Oct 4, 2012 - Feb 1, 2013 | -1.14% Aug 29, 2014 - Oct 7, 2014 |
| #14 | -8.26% Apr 29, 2019 - Jul 2, 2019 | -1.10% Aug 18, 2011 - Sep 2, 2011 |
| #15 | -7.99% Jul 16, 2007 - Sep 19, 2007 | -0.96% Oct 16, 2014 - Dec 12, 2014 |
Correlation
Correlation between XLG and SCHZ is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
XLG vs SCHZ dividend yield comparison.
| Year | XLG | SCHZ |
|---|---|---|
| 2026 | 0.33% | 2.49% |
| 2025 | 0.64% | 4.05% |
| 2024 | 0.72% | 3.96% |
| 2023 | 0.97% | 3.28% |
| 2022 | 1.34% | 2.63% |
| 2021 | 0.94% | 2.16% |
| 2020 | 1.25% | 2.43% |
| 2019 | 1.58% | 2.79% |
| 2018 | 2.00% | 2.56% |
| 2017 | 1.85% | 2.40% |
| 2016 | 2.00% | 2.24% |
| 2015 | 2.09% | 2.11% |
| 2014 | 1.97% | 2.03% |
| 2013 | 1.97% | 2.01% |
| 2012 | 2.21% | 2.04% |
| 2011 | 2.61% | 0.76% |
| 2010 | 1.93% | 0.00% |
| 2009 | 2.31% | 0.00% |
| 2008 | 3.10% | 0.00% |
| 2007 | 1.98% | 0.00% |
| 2006 | 1.72% | 0.00% |
| 2005 | 1.00% | 0.00% |
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