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SCHB vs. SCHP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHB vs. SCHP - Performance Comparison

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

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Returns By Period

In the year-to-date period, SCHB achieves a 11.78% return, which is significantly higher than SCHP's 1.61% return. Over the past 10 years, SCHB has outperformed SCHP with an annualized return of 15.02%, while SCHP has yielded a comparatively lower 2.66% annualized return.


SCHB

1D
0.45%
1M
4.65%
YTD
11.78%
6M
11.45%
1Y
28.80%
3Y*
22.39%
5Y*
12.86%
10Y*
15.02%

SCHP

1D
0.00%
1M
0.05%
YTD
1.61%
6M
1.25%
1Y
4.83%
3Y*
3.99%
5Y*
1.13%
10Y*
2.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHB vs. SCHP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCHB
Schwab U.S. Broad Market ETF
11.78%16.94%23.93%26.16%-19.46%25.84%20.76%30.79%-5.43%21.20%
SCHP
Schwab U.S. TIPS ETF
1.61%6.76%1.95%3.91%-12.02%5.87%10.86%8.52%-1.78%3.02%

Correlation

The correlation between SCHB and SCHP is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.21

Correlation (3Y)
Calculated over the trailing 3-year period

0.21

Correlation (5Y)
Calculated over the trailing 5-year period

0.18

Correlation (10Y)
Calculated over the trailing 10-year period

0.06

Correlation (All Time)
Calculated using the full available price history since Aug 6, 2010

-0.07

The correlation between SCHB and SCHP shifts across timeframes, from -0.07 (all time) to 0.21 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SCHB vs. SCHP — Risk / Return Rank

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

SCHB
SCHB Risk / Return Rank: 7373
Overall Rank
SCHB Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
SCHB Sortino Ratio Rank: 7373
Sortino Ratio Rank
SCHB Omega Ratio Rank: 7373
Omega Ratio Rank
SCHB Calmar Ratio Rank: 6666
Calmar Ratio Rank
SCHB Martin Ratio Rank: 7878
Martin Ratio Rank

SCHP
SCHP Risk / Return Rank: 4646
Overall Rank
SCHP Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
SCHP Sortino Ratio Rank: 4646
Sortino Ratio Rank
SCHP Omega Ratio Rank: 4242
Omega Ratio Rank
SCHP Calmar Ratio Rank: 5252
Calmar Ratio Rank
SCHP Martin Ratio Rank: 4747
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. SCHP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Broad Market ETF (SCHB) and Schwab U.S. TIPS ETF (SCHP). 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.


SCHBSCHPDifference
Sharpe ratioReturn per unit of total volatility

+0.91

Sortino ratioReturn per unit of downside risk

+1.01

Omega ratioGain probability vs. loss probability

1.43

1.26

+0.17

Calmar ratioReturn relative to maximum drawdown

3.25

2.51

+0.73

Martin ratioReturn relative to average drawdown

14.90

7.67

+7.23

SCHB vs. SCHP - Sharpe Ratio Comparison

The current SCHB Sharpe Ratio is 2.39, which is higher than the SCHP Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of SCHB and SCHP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SCHBSCHPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.39

1.48

+0.91

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

0.19

+0.56

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

0.48

+0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.83

0.51

+0.33

Drawdowns

SCHB vs. SCHP - Drawdown Comparison

The maximum SCHB drawdown since its inception was -35.27%, which is greater than SCHP's maximum drawdown of -14.26%. Use the drawdown chart below to compare losses from any high point for SCHB and SCHP.


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Drawdown Indicators


SCHBSCHPDifference

Max Drawdown

Largest peak-to-trough decline

-35.27%

-14.26%

-21.01%

Max Drawdown (1Y)

Largest decline over 1 year

-8.91%

-1.93%

-6.98%

Max Drawdown (3Y)

Largest decline over 3 years

-19.34%

-4.48%

-14.86%

Max Drawdown (5Y)

Largest decline over 5 years

-25.41%

-14.26%

-11.15%

Max Drawdown (10Y)

Largest decline over 10 years

-35.27%

-14.26%

-21.01%

Current Drawdown

Current decline from peak

-0.27%

-0.25%

-0.02%

Average Drawdown

Average peak-to-trough decline

-4.11%

-3.94%

-0.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.94%

0.63%

+1.31%

Volatility

SCHB vs. SCHP - Volatility Comparison

Schwab U.S. Broad Market ETF (SCHB) has a higher volatility of 2.97% compared to Schwab U.S. TIPS ETF (SCHP) at 0.89%. This indicates that SCHB's price experiences larger fluctuations and is considered to be riskier than SCHP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHBSCHPDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.97%

0.89%

+2.08%

Volatility (6M)

Calculated over the trailing 6-month period

9.14%

2.20%

+6.94%

Volatility (1Y)

Calculated over the trailing 1-year period

12.11%

3.29%

+8.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.24%

6.12%

+11.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.31%

5.59%

+12.72%

SCHB vs. SCHP - Expense Ratio Comparison

Both SCHB and SCHP have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

SCHB vs. SCHP - Dividend Comparison

SCHB's dividend yield for the trailing twelve months is around 1.01%, less than SCHP's 3.99% yield.


PositionTTM20252024202320222021202020192018201720162015
SCHB
Schwab U.S. Broad Market ETF
1.01%1.11%1.24%1.40%1.61%1.21%1.63%1.80%2.00%1.65%1.86%2.00%
SCHP
Schwab U.S. TIPS ETF
3.99%4.06%2.99%3.02%7.19%4.39%1.11%2.02%2.26%1.90%1.38%0.28%

Frequently Asked Questions


SCHB and SCHP have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SCHB has higher volatility (2.97%) compared to SCHP (0.89%). In terms of maximum drawdown, SCHB dropped -35.27% vs SCHP's -14.26%.

On 10-year performance, SCHB leads with 15.02% vs 2.66% for SCHP. Both ETFs have the same 0.03% expense ratio. On volatility, SCHP has been the lower-risk option at 0.89%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SCHB has performed better with a 15.02% return vs 2.66%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SCHB and SCHP have the same expense ratio: 0.03% per year.

SCHP has the higher dividend yield at 3.99%, compared with 1.01% for SCHB.

SCHB is categorized as Large Cap Blend Equities, while SCHP is Inflation-Protected Bonds. SCHB tracks Dow Jones U.S. Broad Stock Market Index, while SCHP tracks Bloomberg US Treasury Inflation-Linked Bond Index (Series-L).

SCHB currently has the higher Sharpe Ratio (2.39 vs 1.48), 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.

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