- ISIN
- US8085247141
- CUSIP
- 808524714
- Issuer
- Charles Schwab
- Inception Date
- Oct 10, 2019
- Region
- North America (U.S.)
- Leveraged
- 1x (No leverage)
- Index Tracked
- Bloomberg US 1-5 Year Corporate Bond Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Bond
- Assets Under Management
- $849M
Highlights
- Avg. Volume (1M)
- 317K
- Avg. Volume Value (1M)
- $7.78M
Share Price Chart
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Performance
SCHJ Performance Chart
Schwab 1-5 Year Corporate Bond ETF (SCHJ) is up 0.9% since the beginning of the year. SCHJ is currently trading at $24 per share. Investors who bought $1,000 worth of SCHJ shares 5 years ago would now be looking at an investment worth $1,122.
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Compare this symbol against anything
Returns By Period
Schwab 1-5 Year Corporate Bond ETF (SCHJ) has returned 0.85% so far this year and 3.10% over the past 12 months.
Schwab 1-5 Year Corporate Bond ETF
- 1D
- 0.10%
- 1M
- -0.18%
- 6M
- 0.56%
- YTD
- 0.85%
- 1Y
- 3.10%
- 3Y*
- 5.41%
- 5Y*
- 2.32%
- 10Y*
- —
- ALL TIME*
- 2.61%
Benchmark (S&P 500 Index)
- 1D
- 1.48%
- 1M
- 1.57%
- 6M
- 8.95%
- YTD
- 11.03%
- 1Y
- 21.84%
- 3Y*
- 19.28%
- 5Y*
- 11.54%
- 10Y*
- 13.29%
- ALL TIME*
- 8.11%
SCHJ Monthly Returns History
Based on dividend-adjusted daily data since Oct 10, 2019, SCHJ's average daily return is +0.01%, while the average monthly return is +0.22%. At this rate, an investment would double in approximately 26.3 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +2.6%, while the worst month was Mar 2020 at -3.2%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 4 months.
On a daily basis, SCHJ closed higher 53% of trading days. The best single day was Mar 23, 2020 with a return of +4.0%, while the worst single day was Mar 19, 2020 at -3.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.32% | 0.69% | -0.93% | 0.47% | 0.21% | 0.17% | -0.18% | 0.10% | 0.85% | ||||
| 2025 | 0.59% | 0.92% | 0.35% | 0.59% | 0.29% | 0.91% | 0.16% | 1.05% | 0.45% | 0.30% | 0.62% | 0.35% | 6.80% |
| 2024 | 0.26% | -0.45% | 0.72% | -0.64% | 1.03% | 0.52% | 1.67% | 1.13% | 0.97% | -0.95% | 0.70% | -0.13% | 4.89% |
| 2023 | 1.73% | -1.20% | 1.38% | 0.55% | -0.55% | 0.09% | 0.57% | 0.07% | -0.53% | -0.15% | 2.42% | 1.86% | 6.36% |
| 2022 | -1.25% | -0.72% | -1.80% | -1.52% | 0.90% | -1.27% | 1.71% | -1.65% | -2.13% | -0.18% | 2.19% | -0.04% | -5.73% |
| 2021 | -0.10% | -0.32% | -0.18% | 0.38% | 0.28% | -0.07% | 0.28% | -0.01% | -0.27% | -0.50% | -0.31% | 0.13% | -0.67% |
Benchmark Metrics
Schwab 1-5 Year Corporate Bond ETF has an annualized alpha of 1.71%, beta of 0.06, and R2 of 0.09 versus S&P 500 Index. Calculated based on daily prices since October 10, 2019.
- This ETF participated in 13.23% of S&P 500 Index downside but only 11.43% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.06 may look defensive, but with R2 of 0.09 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.09 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 1.71%
- Beta
- 0.06
- R²
- 0.09
- Upside Capture
- 11.43%
- Downside Capture
- 13.23%
Expense Ratio
SCHJ has an expense ratio of 0.03%, which is considered low.
Return for Risk
Risk / Return Rank
SCHJ ranks 68 for risk / return — above 68% of ETFs peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Schwab 1-5 Year Corporate Bond ETF (SCHJ) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SCHJ | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.31 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.11 | 2.41 | -0.30 |
| Martin ratioReturn relative to average drawdown | 7.94 | 10.22 | -2.28 |
Dividends
Dividend History
Schwab 1-5 Year Corporate Bond ETF provided a 4.53% dividend yield over the last twelve months, with an annual payout of $1.11 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $1.11 | $1.10 | $0.98 | $0.72 | $0.39 | $0.24 | $0.65 | $0.11 |
Dividend yield | 4.53% | 4.42% | 4.00% | 2.98% | 1.64% | 0.94% | 2.54% | 0.42% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab 1-5 Year Corporate Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.10 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.10 | $0.66 | ||||
| 2025 | $0.00 | $0.10 | $0.09 | $0.08 | $0.09 | $0.09 | $0.09 | $0.10 | $0.09 | $0.09 | $0.10 | $0.17 | $1.10 |
| 2024 | $0.00 | $0.08 | $0.07 | $0.08 | $0.08 | $0.09 | $0.08 | $0.09 | $0.09 | $0.08 | $0.09 | $0.16 | $0.98 |
| 2023 | $0.00 | $0.05 | $0.05 | $0.06 | $0.05 | $0.06 | $0.06 | $0.05 | $0.06 | $0.07 | $0.06 | $0.13 | $0.72 |
| 2022 | $0.00 | $0.03 | $0.03 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.04 | $0.08 | $0.39 |
| 2021 | $0.00 | $0.02 | $0.03 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.04 | $0.24 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Schwab 1-5 Year Corporate Bond ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Schwab 1-5 Year Corporate Bond ETF was 13.62%, occurring on Mar 19, 2020. Recovery took 47 trading sessions.
The current Schwab 1-5 Year Corporate Bond ETF drawdown is 0.22%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-13.62%Mar 2020 | 13d | 2mo 9d | 2mo 22dMar 2020 - May 2020 | COVID crash2020 |
-9.43%Oct 2022 | 1y 2mo | 1y 6mo | 2y 9moAug 2021 - May 2024 | Bear market2022 |
-1.47%Mar 2026 | 24d | 3mo 2d | 3mo 26dMar 2026 - Jun 2026 | — |
-1.30%Apr 2025 | 7d | 17d | 24dApr 2025 - Apr 2025 | 2025 selloff2025 |
-1.27%Mar 2021 | 3mo 4d | 4mo 28d | 8mo 2dDec 2020 - Aug 2021 | — |
Drawdown Indicators
| SCHJ | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.62% | -56.78% | +43.16% |
Max Drawdown (1Y)Largest decline over 1 year | -1.47% | -9.10% | +7.63% |
Max Drawdown (3Y)Largest decline over 3 years | -1.47% | -18.90% | +17.43% |
Max Drawdown (5Y)Largest decline over 5 years | -9.35% | -25.43% | +16.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.22% | -0.12% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -1.84% | -10.70% | +8.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.39% | 2.14% | -1.75% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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