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SCHO vs. VGSH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHO vs. VGSH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab Short-Term U.S. Treasury ETF (SCHO) and Vanguard Short-Term Treasury ETF (VGSH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with SCHO having a 0.42% return and VGSH slightly lower at 0.41%. Both investments have delivered pretty close results over the past 10 years, with SCHO having a 1.68% annualized return and VGSH not far ahead at 1.70%.


SCHO

1D
-0.04%
1M
0.14%
YTD
0.42%
6M
0.54%
1Y
3.09%
3Y*
4.20%
5Y*
1.84%
10Y*
1.68%

VGSH

1D
-0.09%
1M
0.06%
YTD
0.41%
6M
0.53%
1Y
3.04%
3Y*
4.18%
5Y*
1.84%
10Y*
1.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHO vs. VGSH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCHO
Schwab Short-Term U.S. Treasury ETF
0.42%5.49%3.65%4.31%-3.87%-0.64%3.11%3.47%1.37%0.33%
VGSH
Vanguard Short-Term Treasury ETF
0.41%5.07%4.00%4.31%-3.86%-0.60%3.04%3.52%1.55%0.04%

Correlation

The correlation between SCHO and VGSH is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.88

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

0.93

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

0.94

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

0.87

Correlation (All Time)
Calculated using the full available price history since Aug 5, 2010

0.78

The correlation between SCHO and VGSH shifts across timeframes, from 0.78 (all time) to 0.94 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

SCHO vs. VGSH — Risk / Return Rank

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

SCHO
SCHO Risk / Return Rank: 7777
Overall Rank
SCHO Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
SCHO Sortino Ratio Rank: 8383
Sortino Ratio Rank
SCHO Omega Ratio Rank: 7878
Omega Ratio Rank
SCHO Calmar Ratio Rank: 7474
Calmar Ratio Rank
SCHO Martin Ratio Rank: 7979
Martin Ratio Rank

VGSH
VGSH Risk / Return Rank: 7878
Overall Rank
VGSH Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
VGSH Sortino Ratio Rank: 8686
Sortino Ratio Rank
VGSH Omega Ratio Rank: 8484
Omega Ratio Rank
VGSH Calmar Ratio Rank: 7171
Calmar Ratio Rank
VGSH Martin Ratio Rank: 7373
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.

SCHO vs. VGSH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab Short-Term U.S. Treasury ETF (SCHO) and Vanguard Short-Term Treasury ETF (VGSH). 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.


SCHOVGSHDifference
Sharpe ratioReturn per unit of total volatility

-0.11

Sortino ratioReturn per unit of downside risk

-0.18

Omega ratioGain probability vs. loss probability

1.44

1.49

-0.04

Calmar ratioReturn relative to maximum drawdown

3.61

3.46

+0.16

Martin ratioReturn relative to average drawdown

15.06

13.29

+1.76

SCHO vs. VGSH - Sharpe Ratio Comparison

The current SCHO Sharpe Ratio is 2.22, which is comparable to the VGSH Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of SCHO and VGSH, 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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Drawdowns

SCHO vs. VGSH - Drawdown Comparison

The maximum SCHO drawdown since its inception was -5.69%, roughly equal to the maximum VGSH drawdown of -5.70%. Use the drawdown chart below to compare losses from any high point for SCHO and VGSH.


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Drawdown Indicators


SCHOVGSHDifference

Max Drawdown

Largest peak-to-trough decline

-5.69%

-5.70%

+0.01%

Max Drawdown (1Y)

Largest decline over 1 year

-0.86%

-0.88%

+0.02%

Max Drawdown (3Y)

Largest decline over 3 years

-0.98%

-0.97%

-0.01%

Max Drawdown (5Y)

Largest decline over 5 years

-5.69%

-5.66%

-0.03%

Max Drawdown (10Y)

Largest decline over 10 years

-5.69%

-5.70%

+0.01%

Current Drawdown

Current decline from peak

-0.27%

-0.36%

+0.09%

Average Drawdown

Average peak-to-trough decline

-0.61%

-0.60%

-0.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.21%

0.23%

-0.02%

Volatility

SCHO vs. VGSH - Volatility Comparison

Schwab Short-Term U.S. Treasury ETF (SCHO) has a higher volatility of 0.49% compared to Vanguard Short-Term Treasury ETF (VGSH) at 0.45%. This indicates that SCHO's price experiences larger fluctuations and is considered to be riskier than VGSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHOVGSHDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.49%

0.45%

+0.04%

Volatility (6M)

Calculated over the trailing 6-month period

0.98%

0.96%

+0.02%

Volatility (1Y)

Calculated over the trailing 1-year period

1.40%

1.31%

+0.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.99%

1.97%

+0.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.56%

1.58%

-0.02%

SCHO vs. VGSH - Expense Ratio Comparison

Both SCHO and VGSH 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

SCHO vs. VGSH - Dividend Comparison

SCHO's dividend yield for the trailing twelve months is around 3.91%, which matches VGSH's 3.88% yield.


PositionTTM20252024202320222021202020192018201720162015
SCHO
Schwab Short-Term U.S. Treasury ETF
3.91%4.06%4.29%3.76%1.34%0.41%1.27%2.27%1.60%1.12%0.82%0.68%
VGSH
Vanguard Short-Term Treasury ETF
3.88%4.00%4.18%3.31%1.15%0.66%1.74%2.28%1.79%1.10%0.84%0.69%

Frequently Asked Questions


SCHO and VGSH have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SCHO has higher volatility (0.49%) compared to VGSH (0.45%). In terms of maximum drawdown, SCHO dropped -5.69% vs VGSH's -5.70%.

On 10-year performance, VGSH leads with 1.70% vs 1.68% for SCHO. Both ETFs have the same 0.03% expense ratio. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VGSH has performed better with a 1.70% return vs 1.68%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SCHO and VGSH have the same expense ratio: 0.03% per year.

SCHO has the higher dividend yield at 3.91%, compared with 3.88% for VGSH.

Both ETFs track Bloomberg U.S. Treasury 1-3 Year Index. They also come from different issuers: Charles Schwab and Vanguard.

VGSH currently has the higher Sharpe Ratio (2.33 vs 2.22), 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.

Portfolio Optimizer

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