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MFG vs. SCHW
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

MFG vs. SCHW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mizuho Financial Group, Inc. (MFG) and The Charles Schwab Corporation (SCHW). The values are adjusted to include any dividend payments, if applicable.

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MFG vs. SCHW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MFG
Mizuho Financial Group, Inc.
8.47%54.60%47.85%26.14%17.09%2.40%-15.06%3.00%-17.58%3.21%
SCHW
The Charles Schwab Corporation
-5.62%36.65%9.17%-15.97%0.11%60.23%13.57%16.38%-18.43%31.15%

Fundamentals

Market Cap

MFG:

$98.48B

SCHW:

$167.00B

EPS

MFG:

$84.66

SCHW:

$4.91

PE Ratio

MFG:

0.09

SCHW:

19.15

PEG Ratio

MFG:

0.01

SCHW:

1.09

PS Ratio

MFG:

0.01

SCHW:

6.31

PB Ratio

MFG:

0.01

SCHW:

54.97

Total Revenue (TTM)

MFG:

$8.35T

SCHW:

$26.84B

Gross Profit (TTM)

MFG:

$2.86T

SCHW:

$23.92B

EBITDA (TTM)

MFG:

$1.34T

SCHW:

$12.82B

Returns By Period

In the year-to-date period, MFG achieves a 8.47% return, which is significantly higher than SCHW's -5.62% return. Both investments have delivered pretty close results over the past 10 years, with MFG having a 13.49% annualized return and SCHW not far ahead at 14.15%.


MFG

1D
4.06%
1M
-10.48%
YTD
8.47%
6M
18.51%
1Y
46.12%
3Y*
45.55%
5Y*
26.78%
10Y*
13.49%

SCHW

1D
0.99%
1M
-1.28%
YTD
-5.62%
6M
-0.95%
1Y
21.53%
3Y*
23.31%
5Y*
8.59%
10Y*
14.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MFG vs. SCHW — Risk / Return Rank

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

MFG
MFG Risk / Return Rank: 7878
Overall Rank
MFG Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
MFG Sortino Ratio Rank: 7474
Sortino Ratio Rank
MFG Omega Ratio Rank: 7878
Omega Ratio Rank
MFG Calmar Ratio Rank: 7575
Calmar Ratio Rank
MFG Martin Ratio Rank: 7979
Martin Ratio Rank

SCHW
SCHW Risk / Return Rank: 6969
Overall Rank
SCHW Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
SCHW Sortino Ratio Rank: 6363
Sortino Ratio Rank
SCHW Omega Ratio Rank: 6666
Omega Ratio Rank
SCHW Calmar Ratio Rank: 7272
Calmar Ratio Rank
SCHW Martin Ratio Rank: 7474
Martin Ratio Rank
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.

MFG vs. SCHW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mizuho Financial Group, Inc. (MFG) 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.


MFGSCHWDifference

Sharpe ratio

Return per unit of total volatility

1.32

0.88

+0.44

Sortino ratio

Return per unit of downside risk

1.75

1.24

+0.50

Omega ratio

Gain probability vs. loss probability

1.26

1.18

+0.08

Calmar ratio

Return relative to maximum drawdown

1.79

1.52

+0.27

Martin ratio

Return relative to average drawdown

5.32

4.09

+1.22

MFG vs. SCHW - Sharpe Ratio Comparison

The current MFG Sharpe Ratio is 1.32, which is higher than the SCHW Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of MFG and SCHW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MFGSCHWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.32

0.88

+0.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.93

0.27

+0.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.42

+0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.00

0.43

-0.43

Correlation

The correlation between MFG and SCHW is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

MFG vs. SCHW - Dividend Comparison

MFG's dividend yield for the trailing twelve months is around 1.17%, less than SCHW's 1.20% yield.


TTM20252024202320222021202020192018201720162015
MFG
Mizuho Financial Group, Inc.
1.17%2.68%3.20%3.73%4.34%2.76%2.71%0.00%0.00%1.86%3.77%3.10%
SCHW
The Charles Schwab Corporation
1.20%1.08%1.35%1.45%1.01%0.86%1.36%1.43%1.11%0.62%0.68%0.73%

Drawdowns

MFG vs. SCHW - Drawdown Comparison

The maximum MFG drawdown since its inception was -80.57%, smaller than the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for MFG and SCHW.


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Drawdown Indicators


MFGSCHWDifference

Max Drawdown

Largest peak-to-trough decline

-80.57%

-86.79%

+6.22%

Max Drawdown (1Y)

Largest decline over 1 year

-24.78%

-14.61%

-10.17%

Max Drawdown (5Y)

Largest decline over 5 years

-29.53%

-49.70%

+20.17%

Max Drawdown (10Y)

Largest decline over 10 years

-49.87%

-51.08%

+1.21%

Current Drawdown

Current decline from peak

-21.31%

-12.04%

-9.27%

Average Drawdown

Average peak-to-trough decline

-61.34%

-35.65%

-25.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.34%

5.44%

+2.90%

Volatility

MFG vs. SCHW - Volatility Comparison

Mizuho Financial Group, Inc. (MFG) has a higher volatility of 10.30% compared to The Charles Schwab Corporation (SCHW) at 4.62%. This indicates that MFG'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


MFGSCHWDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.30%

4.62%

+5.68%

Volatility (6M)

Calculated over the trailing 6-month period

22.19%

16.35%

+5.84%

Volatility (1Y)

Calculated over the trailing 1-year period

35.03%

24.51%

+10.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.99%

32.12%

-3.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.49%

33.42%

-6.93%

Financials

MFG vs. SCHW - Financials Comparison

This section allows you to compare key financial metrics between Mizuho Financial Group, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00B1.00T1.50T2.00TAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
2.25T
6.34B
(MFG) Total Revenue
(SCHW) Total Revenue
Values in USD except per share items

MFG vs. SCHW - Profitability Comparison

The chart below illustrates the profitability comparison between Mizuho Financial Group, Inc. and The Charles Schwab Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
100.0%
Portfolio components
MFG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Mizuho Financial Group, Inc. reported a gross profit of 0.00 and revenue of 2.25T. Therefore, the gross margin over that period was 0.0%.

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%.

MFG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Mizuho Financial Group, Inc. reported an operating income of 414.14B and revenue of 2.25T, resulting in an operating margin of 18.4%.

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%.

MFG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Mizuho Financial Group, Inc. reported a net income of 335.90B and revenue of 2.25T, resulting in a net margin of 14.9%.

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%.