SCHL vs. SCHW
SCHL (Scholastic Corporation) and SCHW (The Charles Schwab Corporation) are both stocks. SCHL operates in Publishing (Communication Services), while SCHW operates in Capital Markets (Financial Services). Over the past 10 years, SCHL returned 1.98%/yr vs 15.65%/yr for SCHW. Their 0.32 correlation means their historical movements had little consistent relationship.
Performance
SCHL vs. SCHW - Performance Comparison
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Returns By Period
In the year-to-date period, SCHL achieves a 38.66% return, which is significantly higher than SCHW's 6.07% return. Over the past 10 years, SCHL has underperformed SCHW with an annualized return of 1.98%, while SCHW has yielded a comparatively higher 15.65% annualized return.
SCHL
- 1D
- -2.84%
- 1M
- -12.41%
- 6M
- 16.82%
- YTD
- 38.66%
- 1Y
- 67.10%
- 3Y*
- 0.06%
- 5Y*
- 6.34%
- 10Y*
- 1.98%
- ALL TIME*
- 4.35%
SCHW
- 1D
- 0.87%
- 1M
- 8.49%
- 6M
- 1.98%
- YTD
- 6.07%
- 1Y
- 11.56%
- 3Y*
- 18.65%
- 5Y*
- 10.60%
- 10Y*
- 15.65%
- ALL TIME*
- 19.09%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $19.27M | $15.77M | $14.66M | |
| $904.80M | $877.50M | $995.78M |
SCHL vs. SCHW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHL Scholastic Corporation | 38.66% | 43.96% | -42.00% | -2.52% | 0.48% | 62.97% | -33.43% | -3.00% | 1.86% | -14.30% |
SCHW The Charles Schwab Corporation | 6.07% | 36.65% | 9.17% | -15.97% | 0.11% | 60.23% | 13.57% | 16.38% | -18.43% | 31.15% |
Correlation
The correlation between SCHL and SCHW is 0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.02 |
Correlation (3Y) Balances recent behavior with more history. | 0.14 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.21 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.30 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 1992 | 0.32 |
Over the past year, the correlation between SCHL and SCHW has dropped to 0.02 - well below their long-term average of 0.32, suggesting their price drivers have been diverging.
Fundamentals
SCHL:
$963.40M
SCHW:
$183.03B
SCHL:
$2.45
SCHW:
$5.70
SCHL:
16.59
SCHW:
18.46
SCHL:
0.23
SCHW:
1.05
SCHL:
0.64
SCHW:
9.00
SCHL:
$1.61B
SCHW:
$20.71B
SCHL:
$907.40M
SCHW:
$14.76B
SCHL:
$219.90M
SCHW:
$11.42B
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Return for Risk
SCHL vs. SCHW — Risk / Return Rank
SCHL
SCHW
SCHL vs. SCHW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Scholastic Corporation (SCHL) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SCHL | SCHW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.57 | ||
| Sortino ratioReturn per unit of downside risk | +1.81 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.08 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 4.89 | 0.46 | +4.43 |
| Martin ratioReturn relative to average drawdown | 17.56 | 1.00 | +16.56 |
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Drawdowns
SCHL vs. SCHW - Drawdown Comparison
The maximum SCHL drawdown since its inception was -83.12%, roughly equal to the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for SCHL and SCHW.
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Drawdown Indicators
| SCHL | SCHW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.12% | -86.79% | +3.67% |
Max Drawdown (1Y)Largest decline over 1 year | -14.17% | -19.83% | +5.66% |
Max Drawdown (3Y)Largest decline over 3 years | -63.84% | -24.94% | -38.90% |
Max Drawdown (5Y)Largest decline over 5 years | -64.52% | -49.70% | -14.82% |
Max Drawdown (10Y)Largest decline over 10 years | -64.52% | -51.08% | -13.44% |
Current DrawdownCurrent decline from peak | -14.13% | -1.15% | -12.98% |
Average DrawdownAverage peak-to-trough decline | -30.79% | -35.43% | +4.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.94% | 9.08% | -5.14% |
Volatility
SCHL vs. SCHW - Volatility Comparison
Scholastic Corporation (SCHL) has a higher volatility of 10.56% compared to The Charles Schwab Corporation (SCHW) at 6.44%. This indicates that SCHL'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
| SCHL | SCHW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.56% | 6.44% | +4.12% |
Volatility (6M)Calculated over the trailing 6-month period | 24.35% | 20.80% | +3.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.88% | 25.34% | +10.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.57% | 32.11% | +9.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.52% | 33.11% | +4.41% |
Dividends
SCHL vs. SCHW - Dividend Comparison
SCHL's dividend yield for the trailing twelve months is around 1.97%, more than SCHW's 1.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHL Scholastic Corporation | 1.97% | 2.70% | 3.75% | 2.12% | 1.77% | 1.50% | 2.40% | 1.56% | 1.49% | 1.50% | 1.26% | 1.56% |
SCHW The Charles Schwab Corporation | 1.12% | 1.08% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% |
Financials
SCHL vs. SCHW - Financials Comparison
This section allows you to compare key financial metrics between Scholastic Corporation 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
SCHL and SCHW have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCHL has higher volatility (10.56%) compared to SCHW (6.44%). In terms of maximum drawdown, SCHL dropped -83.12% vs SCHW's -86.79%.
SCHL currently has the higher Sharpe Ratio (1.93 vs 0.36), 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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