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SCHB vs. IDRV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SCHB vs. IDRV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab U.S. Broad Market ETF (SCHB) and iShares Self-Driving EV and Tech ETF (IDRV). The values are adjusted to include any dividend payments, if applicable.

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SCHB vs. IDRV - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SCHB
Schwab U.S. Broad Market ETF
-3.28%16.94%23.93%26.16%-19.46%25.84%20.76%11.95%
IDRV
iShares Self-Driving EV and Tech ETF
2.49%32.24%-16.05%7.83%-36.37%26.99%59.46%7.24%

Returns By Period

In the year-to-date period, SCHB achieves a -3.28% return, which is significantly lower than IDRV's 2.49% return.


SCHB

1D
0.80%
1M
-4.34%
YTD
-3.28%
6M
-1.36%
1Y
18.46%
3Y*
18.16%
5Y*
10.69%
10Y*
13.66%

IDRV

1D
0.88%
1M
-2.92%
YTD
2.49%
6M
5.18%
1Y
34.80%
3Y*
2.66%
5Y*
-1.76%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SCHB vs. IDRV - Expense Ratio Comparison

SCHB has a 0.03% expense ratio, which is lower than IDRV's 0.48% expense ratio.


Return for Risk

SCHB vs. IDRV — Risk / Return Rank

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

SCHB
SCHB Risk / Return Rank: 6060
Overall Rank
SCHB Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
SCHB Sortino Ratio Rank: 5757
Sortino Ratio Rank
SCHB Omega Ratio Rank: 6161
Omega Ratio Rank
SCHB Calmar Ratio Rank: 5858
Calmar Ratio Rank
SCHB Martin Ratio Rank: 6969
Martin Ratio Rank

IDRV
IDRV Risk / Return Rank: 7171
Overall Rank
IDRV Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
IDRV Sortino Ratio Rank: 7272
Sortino Ratio Rank
IDRV Omega Ratio Rank: 6363
Omega Ratio Rank
IDRV Calmar Ratio Rank: 7777
Calmar Ratio Rank
IDRV Martin Ratio Rank: 7575
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.

SCHB vs. IDRV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Broad Market ETF (SCHB) and iShares Self-Driving EV and Tech ETF (IDRV). 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.


SCHBIDRVDifference

Sharpe ratio

Return per unit of total volatility

1.01

1.27

-0.26

Sortino ratio

Return per unit of downside risk

1.53

1.88

-0.34

Omega ratio

Gain probability vs. loss probability

1.23

1.24

-0.01

Calmar ratio

Return relative to maximum drawdown

1.55

2.18

-0.63

Martin ratio

Return relative to average drawdown

7.26

8.42

-1.16

SCHB vs. IDRV - Sharpe Ratio Comparison

The current SCHB Sharpe Ratio is 1.01, which is comparable to the IDRV Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of SCHB and IDRV, 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


SCHBIDRVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.01

1.27

-0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.62

-0.06

+0.69

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.78

0.28

+0.50

Correlation

The correlation between SCHB and IDRV is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

SCHB vs. IDRV - Dividend Comparison

SCHB's dividend yield for the trailing twelve months is around 1.17%, less than IDRV's 1.66% yield.


TTM20252024202320222021202020192018201720162015
SCHB
Schwab U.S. Broad Market ETF
1.17%1.11%1.24%1.40%1.61%1.21%1.63%1.80%2.00%1.65%1.86%2.00%
IDRV
iShares Self-Driving EV and Tech ETF
1.66%1.70%2.68%2.17%2.29%1.12%0.69%1.29%0.00%0.00%0.00%0.00%

Drawdowns

SCHB vs. IDRV - Drawdown Comparison

The maximum SCHB drawdown since its inception was -35.27%, smaller than the maximum IDRV drawdown of -53.00%. Use the drawdown chart below to compare losses from any high point for SCHB and IDRV.


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Drawdown Indicators


SCHBIDRVDifference

Max Drawdown

Largest peak-to-trough decline

-35.27%

-53.00%

+17.73%

Max Drawdown (1Y)

Largest decline over 1 year

-12.22%

-16.33%

+4.11%

Max Drawdown (5Y)

Largest decline over 5 years

-25.41%

-53.00%

+27.59%

Max Drawdown (10Y)

Largest decline over 10 years

-35.27%

Current Drawdown

Current decline from peak

-5.51%

-24.59%

+19.08%

Average Drawdown

Average peak-to-trough decline

-4.15%

-22.51%

+18.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.60%

4.22%

-1.62%

Volatility

SCHB vs. IDRV - Volatility Comparison

The current volatility for Schwab U.S. Broad Market ETF (SCHB) is 5.51%, while iShares Self-Driving EV and Tech ETF (IDRV) has a volatility of 9.83%. This indicates that SCHB experiences smaller price fluctuations and is considered to be less risky than IDRV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHBIDRVDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.51%

9.83%

-4.32%

Volatility (6M)

Calculated over the trailing 6-month period

9.78%

18.47%

-8.69%

Volatility (1Y)

Calculated over the trailing 1-year period

18.34%

27.42%

-9.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.25%

27.44%

-10.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.30%

28.10%

-9.80%