BEEZ vs. SCHK

Last updated Jun 24, 2026

BEEZ (Honeytree U.S. Equity ETF) and SCHK (Schwab 1000 Index ETF) are both Large Cap Blend Equities funds. BEEZ is actively managed, while SCHK is passively managed. Over the past year, BEEZ returned 1.61% vs 23.67% for SCHK. A 0.79 correlation means they provide meaningful diversification when combined. BEEZ charges 0.64%/yr vs 0.03%/yr for SCHK.

Performance

BEEZ vs. SCHK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Honeytree U.S. Equity ETF (BEEZ) and Schwab 1000 Index ETF (SCHK). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BEEZ achieves a -1.01% return, which is significantly lower than SCHK's 8.54% return.

BEEZ

• 1D: -0.95%
• 1M: -0.79%
• YTD: -1.01%
• 6M: -2.31%
• 1Y: 1.61%
• 3Y*: —
• 5Y*: —
• 10Y*: —

SCHK

• 1D: -1.42%
• 1M: -0.95%
• YTD: 8.54%
• 6M: 7.46%
• 1Y: 23.67%
• 3Y*: 20.74%
• 5Y*: 12.31%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BEEZ vs. SCHK - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BEEZ Honeytree U.S. Equity ETF	-1.01%	5.65%	10.41%	14.04%
SCHK Schwab 1000 Index ETF	8.54%	17.23%	24.48%	9.92%

Correlation

The correlation between BEEZ and SCHK is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.73
Correlation (All Time) Calculated using the full available price history since Nov 8, 2023	0.79

The correlation between BEEZ and SCHK has been stable across timeframes, ranging from 0.73 to 0.79 - a consistent structural relationship.

Return for Risk

BEEZ vs. SCHK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BEEZ

BEEZ Risk / Return Rank: 10
BEEZ Sharpe Ratio Rank: 11
BEEZ Sortino Ratio Rank: 10
BEEZ Omega Ratio Rank: 10
BEEZ Calmar Ratio Rank: 11
BEEZ Martin Ratio Rank: 11

SCHK

SCHK Risk / Return Rank: 58
SCHK Sharpe Ratio Rank: 57
SCHK Sortino Ratio Rank: 55
SCHK Omega Ratio Rank: 56
SCHK Calmar Ratio Rank: 56
SCHK Martin Ratio Rank: 67

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BEEZ vs. SCHK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Honeytree U.S. Equity ETF (BEEZ) and Schwab 1000 Index ETF (SCHK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.

	BEEZ	SCHK	Difference
Sharpe ratio: Return per unit of total volatility	0.12	1.86	-1.73
Sortino ratio: Return per unit of downside risk	0.27	2.53	-2.26
Omega ratio: Gain probability vs. loss probability	1.03	1.33	-0.30
Calmar ratio: Return relative to maximum drawdown	0.19	2.65	-2.46
Martin ratio: Return relative to average drawdown	0.56	11.81	-11.25

BEEZ vs. SCHK - Sharpe Ratio Comparison

The current BEEZ Sharpe Ratio is 0.12, which is lower than the SCHK Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of BEEZ and SCHK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BEEZ vs. SCHK - Drawdown Comparison

The maximum BEEZ drawdown since its inception was -18.62%, smaller than the maximum SCHK drawdown of -34.80%. Use the drawdown chart below to compare losses from any high point for BEEZ and SCHK.

Drawdown Indicators

	BEEZ	SCHK	Difference
Max Drawdown Largest peak-to-trough decline	-18.62%	-34.80%	+16.18%
Max Drawdown (1Y) Largest decline over 1 year	-8.41%	-8.97%	+0.56%
Max Drawdown (3Y) Largest decline over 3 years	—	-19.21%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.44%	—
Current Drawdown Current decline from peak	-5.43%	-2.98%	-2.45%
Average Drawdown Average peak-to-trough decline	-2.82%	-5.16%	+2.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.86%	2.01%	+0.85%

Volatility

BEEZ vs. SCHK - Volatility Comparison

The current volatility for Honeytree U.S. Equity ETF (BEEZ) is 3.86%, while Schwab 1000 Index ETF (SCHK) has a volatility of 4.96%. This indicates that BEEZ experiences smaller price fluctuations and is considered to be less risky than SCHK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BEEZ	SCHK	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.86%	4.96%	-1.10%
Volatility (6M) Calculated over the trailing 6-month period	10.15%	10.10%	+0.05%
Volatility (1Y) Calculated over the trailing 1-year period	13.06%	12.84%	+0.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.05%	17.34%	-2.29%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.05%	19.12%	-4.07%

BEEZ vs. SCHK - Expense Ratio Comparison

BEEZ has a 0.64% expense ratio, which is higher than SCHK's 0.03% expense ratio.

Dividends

BEEZ vs. SCHK - Dividend Comparison

BEEZ's dividend yield for the trailing twelve months is around 0.56%, less than SCHK's 1.03% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
BEEZ Honeytree U.S. Equity ETF	0.56%	0.56%	0.61%	0.19%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SCHK Schwab 1000 Index ETF	1.03%	1.09%	1.20%	1.38%	1.57%	1.17%	1.58%	1.82%	1.80%	0.31%

Frequently Asked Questions

Can I hold both BEEZ and SCHK in my portfolio?

BEEZ and SCHK have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BEEZ or SCHK?

SCHK has higher volatility (4.96%) compared to BEEZ (3.86%). In terms of maximum drawdown, BEEZ dropped -18.62% vs SCHK's -34.80%.

Which ETF is better, BEEZ or SCHK?

On 1-year performance, SCHK leads with 23.67% vs 1.61% for BEEZ. On fees, SCHK is cheaper at 0.03% per year. On volatility, BEEZ has been the lower-risk option at 3.86%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BEEZ or SCHK?

Over the 1-year period, SCHK has performed better with a 23.67% return vs 1.61%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BEEZ or SCHK?

SCHK is cheaper with a 0.03% expense ratio, compared with 0.64% for BEEZ.

Which ETF pays a higher dividend yield, BEEZ or SCHK?

SCHK has the higher dividend yield at 1.03%, compared with 0.56% for BEEZ.

What is the main difference between BEEZ and SCHK?

They also come from different issuers: Honeytree and Charles Schwab. Their fees differ too: 0.64% for BEEZ and 0.03% for SCHK.

Which has better risk-adjusted returns?

SCHK currently has the higher Sharpe Ratio (1.86 vs 0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.