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SCHJ vs. QCON
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHJ vs. QCON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab 1-5 Year Corporate Bond ETF (SCHJ) 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


SCHJ

1D
-0.08%
1M
0.13%
YTD
0.56%
6M
0.86%
1Y
4.52%
3Y*
5.49%
5Y*
2.31%
10Y*

QCON

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

SCHJ vs. QCON - Yearly Performance Comparison


SCHJ vs. QCON - Sectors Allocation Comparison


Sectors
SCHJ
QCON

Financial Services

30.8%
7.9%

Technology

8.3%

-

Healthcare

7.9%

-

Industrials

7.2%
1.0%

Consumer Cyclical

6.8%

-

Utilities

6.4%
1.5%

Consumer Defensive

4.6%

-

Communication Services

4.3%

-

Real Estate

4.1%

-

Energy

4.0%

-

Basic Materials

1.4%

-

Financial Services

SCHJ
30.8%
QCON
7.9%

Technology

SCHJ
8.3%
QCON

-

Healthcare

SCHJ
7.9%
QCON

-

Industrials

SCHJ
7.2%
QCON
1.0%

Consumer Cyclical

SCHJ
6.8%
QCON

-

Utilities

SCHJ
6.4%
QCON
1.5%

Consumer Defensive

SCHJ
4.6%
QCON

-

Communication Services

SCHJ
4.3%
QCON

-

Real Estate

SCHJ
4.1%
QCON

-

Energy

SCHJ
4.0%
QCON

-

Basic Materials

SCHJ
1.4%
QCON

-

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Return for Risk

SCHJ vs. QCON — Risk / Return Rank

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

SCHJ
SCHJ Risk / Return Rank: 7272
Overall Rank
SCHJ Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
SCHJ Sortino Ratio Rank: 8383
Sortino Ratio Rank
SCHJ Omega Ratio Rank: 7979
Omega Ratio Rank
SCHJ Calmar Ratio Rank: 6161
Calmar Ratio Rank
SCHJ Martin Ratio Rank: 6666
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.

SCHJ vs. QCON - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab 1-5 Year Corporate Bond ETF (SCHJ) 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.


SCHJQCONDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.48

Calmar ratioReturn relative to maximum drawdown

3.08

Martin ratioReturn relative to average drawdown

12.17

SCHJ vs. QCON - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SCHJQCONDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.42

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.79

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

Drawdowns

SCHJ vs. QCON - Drawdown Comparison

The maximum SCHJ drawdown since its inception was -13.62%, which is greater than QCON's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for SCHJ and QCON.


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Drawdown Indicators


SCHJQCONDifference

Max Drawdown

Largest peak-to-trough decline

-13.62%

0.00%

-13.62%

Max Drawdown (1Y)

Largest decline over 1 year

-1.47%

Max Drawdown (3Y)

Largest decline over 3 years

-1.47%

Max Drawdown (5Y)

Largest decline over 5 years

-9.43%

Current Drawdown

Current decline from peak

-0.45%

0.00%

-0.45%

Average Drawdown

Average peak-to-trough decline

-1.88%

0.00%

-1.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.37%

Volatility

SCHJ vs. QCON - Volatility Comparison


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Volatility by Period


SCHJQCONDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.55%

Volatility (6M)

Calculated over the trailing 6-month period

1.35%

Volatility (1Y)

Calculated over the trailing 1-year period

1.87%

0.00%

+1.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.94%

0.00%

+2.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.13%

0.00%

+4.13%

SCHJ vs. QCON - Expense Ratio Comparison

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


Dividends

SCHJ vs. QCON - Dividend Comparison

SCHJ's dividend yield for the trailing twelve months is around 4.50%, 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%
SCHJ
Schwab 1-5 Year Corporate Bond ETF
4.50%4.42%4.00%2.98%1.64%0.94%2.54%0.42%

Frequently Asked Questions


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

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

SCHJ has the higher dividend yield at 4.50%, compared with 0.00% for QCON.

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

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