LPLA vs. SCHW
Compare and contrast key facts about LPL Financial Holdings Inc. (LPLA) and The Charles Schwab Corporation (SCHW).
Performance
LPLA vs. SCHW - Performance Comparison
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LPLA vs. SCHW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | -18.93% | 9.76% | 44.12% | 5.88% | 35.69% | 54.63% | 14.58% | 52.95% | 8.53% | 66.03% |
SCHW The Charles Schwab Corporation | -7.24% | 36.65% | 9.17% | -15.97% | 0.11% | 60.23% | 13.57% | 16.38% | -18.43% | 31.15% |
Fundamentals
LPLA:
$23.26B
SCHW:
$164.12B
LPLA:
$10.85
SCHW:
$4.91
LPLA:
26.65
SCHW:
18.82
LPLA:
1.12
SCHW:
1.07
LPLA:
1.35
SCHW:
6.20
LPLA:
4.35
SCHW:
54.02
LPLA:
$16.99B
SCHW:
$26.84B
LPLA:
$7.34B
SCHW:
$23.92B
LPLA:
$2.10B
SCHW:
$12.82B
Returns By Period
In the year-to-date period, LPLA achieves a -18.93% return, which is significantly lower than SCHW's -7.24% return. Over the past 10 years, LPLA has outperformed SCHW with an annualized return of 29.25%, while SCHW has yielded a comparatively lower 13.96% annualized return.
LPLA
- 1D
- -3.84%
- 1M
- -5.38%
- YTD
- -18.93%
- 6M
- -8.59%
- 1Y
- -13.31%
- 3Y*
- 13.14%
- 5Y*
- 15.62%
- 10Y*
- 29.25%
SCHW
- 1D
- -1.72%
- 1M
- -3.28%
- YTD
- -7.24%
- 6M
- 0.74%
- 1Y
- 20.38%
- 3Y*
- 22.59%
- 5Y*
- 8.22%
- 10Y*
- 13.96%
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Return for Risk
LPLA vs. SCHW — Risk / Return Rank
LPLA
SCHW
LPLA vs. SCHW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and The Charles Schwab Corporation (SCHW). 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.
| LPLA | SCHW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.34 | 0.83 | -1.18 |
Sortino ratioReturn per unit of downside risk | -0.23 | 1.19 | -1.42 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.17 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.39 | 1.33 | -1.72 |
Martin ratioReturn relative to average drawdown | -0.91 | 3.53 | -4.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LPLA | SCHW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.34 | 0.83 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.26 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.42 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.43 | +0.05 |
Correlation
The correlation between LPLA and SCHW is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LPLA vs. SCHW - Dividend Comparison
LPLA's dividend yield for the trailing twelve months is around 0.41%, less than SCHW's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | 0.41% | 0.34% | 0.37% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% |
SCHW The Charles Schwab Corporation | 1.22% | 1.08% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% |
Drawdowns
LPLA vs. SCHW - Drawdown Comparison
The maximum LPLA drawdown since its inception was -69.32%, smaller than the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for LPLA and SCHW.
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Drawdown Indicators
| LPLA | SCHW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.32% | -86.79% | +17.47% |
Max Drawdown (1Y)Largest decline over 1 year | -28.62% | -14.61% | -14.01% |
Max Drawdown (5Y)Largest decline over 5 years | -33.18% | -49.70% | +16.52% |
Max Drawdown (10Y)Largest decline over 10 years | -60.34% | -51.08% | -9.26% |
Current DrawdownCurrent decline from peak | -27.31% | -13.56% | -13.75% |
Average DrawdownAverage peak-to-trough decline | -13.79% | -35.65% | +21.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.37% | 5.51% | +6.86% |
Volatility
LPLA vs. SCHW - Volatility Comparison
LPL Financial Holdings Inc. (LPLA) has a higher volatility of 9.50% compared to The Charles Schwab Corporation (SCHW) at 4.91%. This indicates that LPLA's price experiences larger fluctuations and is considered to be riskier than SCHW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPLA | SCHW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.50% | 4.91% | +4.59% |
Volatility (6M)Calculated over the trailing 6-month period | 27.17% | 16.37% | +10.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.98% | 24.57% | +14.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.60% | 32.12% | +3.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.29% | 33.42% | +4.87% |
Financials
LPLA vs. SCHW - Financials Comparison
This section allows you to compare key financial metrics between LPL Financial Holdings Inc. and The Charles Schwab Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
LPLA vs. SCHW - Profitability Comparison
LPLA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, LPL Financial Holdings Inc. reported a gross profit of 4.49B and revenue of 4.93B. Therefore, the gross margin over that period was 91.0%.
SCHW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Charles Schwab Corporation reported a gross profit of 6.34B and revenue of 6.34B. Therefore, the gross margin over that period was 100.0%.
LPLA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, LPL Financial Holdings Inc. reported an operating income of 0.00 and revenue of 4.93B, resulting in an operating margin of 0.0%.
SCHW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Charles Schwab Corporation reported an operating income of 3.18B and revenue of 6.34B, resulting in an operating margin of 50.2%.
LPLA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, LPL Financial Holdings Inc. reported a net income of 300.72M and revenue of 4.93B, resulting in a net margin of 6.1%.
SCHW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Charles Schwab Corporation reported a net income of 2.46B and revenue of 6.34B, resulting in a net margin of 38.8%.