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SCHI vs. QCON
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHI vs. QCON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab 5-10 Year Corporate Bond ETF (SCHI) and American Century Quality Convertible Securities ETF (QCON). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


SCHI

1D
0.18%
1M
0.28%
YTD
0.37%
6M
0.46%
1Y
5.80%
3Y*
6.17%
5Y*
1.29%
10Y*

QCON

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHI vs. QCON - Yearly Performance Comparison


SCHI vs. QCON - Sectors Allocation Comparison


Sectors
SCHI
QCON

Financial Services

33.5%
7.9%

Technology

9.8%

-

Healthcare

8.9%

-

Communication Services

6.7%

-

Utilities

6.2%
1.5%

Consumer Cyclical

5.6%

-

Energy

5.4%

-

Industrials

5.1%
1.0%

Consumer Defensive

3.5%

-

Real Estate

2.7%

-

Basic Materials

1.1%

-

Financial Services

SCHI
33.5%
QCON
7.9%

Technology

SCHI
9.8%
QCON

-

Healthcare

SCHI
8.9%
QCON

-

Communication Services

SCHI
6.7%
QCON

-

Utilities

SCHI
6.2%
QCON
1.5%

Consumer Cyclical

SCHI
5.6%
QCON

-

Energy

SCHI
5.4%
QCON

-

Industrials

SCHI
5.1%
QCON
1.0%

Consumer Defensive

SCHI
3.5%
QCON

-

Real Estate

SCHI
2.7%
QCON

-

Basic Materials

SCHI
1.1%
QCON

-

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Return for Risk

SCHI vs. QCON — Risk / Return Rank

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

SCHI
SCHI Risk / Return Rank: 4141
Overall Rank
SCHI Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
SCHI Sortino Ratio Rank: 4242
Sortino Ratio Rank
SCHI Omega Ratio Rank: 3939
Omega Ratio Rank
SCHI Calmar Ratio Rank: 4040
Calmar Ratio Rank
SCHI Martin Ratio Rank: 4242
Martin Ratio Rank

QCON
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.

SCHI vs. QCON - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab 5-10 Year Corporate Bond ETF (SCHI) and American Century Quality Convertible Securities ETF (QCON). 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.


SCHIQCONDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.25

Calmar ratioReturn relative to maximum drawdown

1.94

Martin ratioReturn relative to average drawdown

6.54

SCHI vs. QCON - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SCHIQCONDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

Drawdowns

SCHI vs. QCON - Drawdown Comparison

The maximum SCHI drawdown since its inception was -20.67%, which is greater than QCON's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for SCHI and QCON.


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Drawdown Indicators


SCHIQCONDifference

Max Drawdown

Largest peak-to-trough decline

-20.67%

0.00%

-20.67%

Max Drawdown (1Y)

Largest decline over 1 year

-3.01%

Max Drawdown (3Y)

Largest decline over 3 years

-6.14%

Max Drawdown (5Y)

Largest decline over 5 years

-20.67%

Current Drawdown

Current decline from peak

-1.19%

0.00%

-1.19%

Average Drawdown

Average peak-to-trough decline

-5.71%

0.00%

-5.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.89%

Volatility

SCHI vs. QCON - Volatility Comparison


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Volatility by Period


SCHIQCONDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.32%

Volatility (6M)

Calculated over the trailing 6-month period

3.09%

Volatility (1Y)

Calculated over the trailing 1-year period

4.16%

0.00%

+4.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.66%

0.00%

+6.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.40%

0.00%

+7.40%

SCHI vs. QCON - Expense Ratio Comparison

SCHI has a 0.05% expense ratio, which is lower than QCON's 0.32% expense ratio.


Dividends

SCHI vs. QCON - Dividend Comparison

SCHI's dividend yield for the trailing twelve months is around 5.04%, while QCON has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
QCON
American Century Quality Convertible Securities ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCHI
Schwab 5-10 Year Corporate Bond ETF
5.04%4.99%5.11%4.27%3.10%1.93%2.31%0.53%

Frequently Asked Questions


On fees, SCHI is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SCHI is cheaper with a 0.05% expense ratio, compared with 0.32% for QCON.

SCHI has the higher dividend yield at 5.04%, compared with 0.00% for QCON.

They also come from different issuers: Charles Schwab and American Century. Their fees differ too: 0.05% for SCHI and 0.32% for QCON.

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