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SCHP vs. VOO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHP vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab U.S. TIPS ETF (SCHP) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCHP achieves a 1.61% return, which is significantly lower than VOO's 11.34% return. Over the past 10 years, SCHP has underperformed VOO with an annualized return of 2.66%, while VOO has yielded a comparatively higher 15.55% annualized return.


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%

VOO

1D
0.39%
1M
4.62%
YTD
11.34%
6M
11.27%
1Y
28.62%
3Y*
22.68%
5Y*
13.98%
10Y*
15.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHP vs. VOO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
VOO
Vanguard S&P 500 ETF
11.34%17.82%24.98%26.32%-18.17%28.79%18.32%31.37%-4.50%21.77%

Correlation

The correlation between SCHP and VOO is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.20

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

0.20

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 Sep 10, 2010

-0.07

The correlation between SCHP and VOO shifts across timeframes, from -0.07 (all time) to 0.20 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SCHP vs. VOO — Risk / Return Rank

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

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

VOO
VOO Risk / Return Rank: 7474
Overall Rank
VOO Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 7575
Sortino Ratio Rank
VOO Omega Ratio Rank: 7575
Omega Ratio Rank
VOO Calmar Ratio Rank: 6666
Calmar Ratio Rank
VOO Martin Ratio Rank: 7878
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.

SCHP vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. TIPS ETF (SCHP) and Vanguard S&P 500 ETF (VOO). 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.


SCHPVOODifference
Sharpe ratioReturn per unit of total volatility

-0.96

Sortino ratioReturn per unit of downside risk

-1.07

Omega ratioGain probability vs. loss probability

1.26

1.44

-0.18

Calmar ratioReturn relative to maximum drawdown

2.51

3.23

-0.72

Martin ratioReturn relative to average drawdown

7.67

15.03

-7.36

SCHP vs. VOO - Sharpe Ratio Comparison

The current SCHP Sharpe Ratio is 1.48, which is lower than the VOO Sharpe Ratio of 2.44. The chart below compares the historical Sharpe Ratios of SCHP and VOO, 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


SCHPVOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.48

2.44

-0.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

0.84

-0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.87

-0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.89

-0.38

Drawdowns

SCHP vs. VOO - Drawdown Comparison

The maximum SCHP drawdown since its inception was -14.26%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SCHP and VOO.


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Drawdown Indicators


SCHPVOODifference

Max Drawdown

Largest peak-to-trough decline

-14.26%

-33.99%

+19.73%

Max Drawdown (1Y)

Largest decline over 1 year

-1.93%

-8.90%

+6.97%

Max Drawdown (3Y)

Largest decline over 3 years

-4.48%

-18.69%

+14.21%

Max Drawdown (5Y)

Largest decline over 5 years

-14.26%

-24.52%

+10.26%

Max Drawdown (10Y)

Largest decline over 10 years

-14.26%

-33.99%

+19.73%

Current Drawdown

Current decline from peak

-0.25%

-0.32%

+0.07%

Average Drawdown

Average peak-to-trough decline

-3.94%

-3.69%

-0.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.63%

1.91%

-1.28%

Volatility

SCHP vs. VOO - Volatility Comparison

The current volatility for Schwab U.S. TIPS ETF (SCHP) is 0.89%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.78%. This indicates that SCHP experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHPVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.89%

2.78%

-1.89%

Volatility (6M)

Calculated over the trailing 6-month period

2.20%

8.90%

-6.70%

Volatility (1Y)

Calculated over the trailing 1-year period

3.29%

11.80%

-8.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.12%

16.81%

-10.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.59%

18.00%

-12.41%

SCHP vs. VOO - Expense Ratio Comparison

Both SCHP and VOO 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

SCHP vs. VOO - Dividend Comparison

SCHP's dividend yield for the trailing twelve months is around 3.99%, more than VOO's 1.02% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
VOO
Vanguard S&P 500 ETF
1.02%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Frequently Asked Questions


SCHP and VOO have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VOO has higher volatility (2.78%) compared to SCHP (0.89%). In terms of maximum drawdown, SCHP dropped -14.26% vs VOO's -33.99%.

On 10-year performance, VOO leads with 15.55% 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, VOO has performed better with a 15.55% return vs 2.66%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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

SCHP has the higher dividend yield at 3.99%, compared with 1.02% for VOO.

SCHP is categorized as Inflation-Protected Bonds, while VOO is S&P 500. SCHP tracks Bloomberg US Treasury Inflation-Linked Bond Index (Series-L), while VOO tracks S&P 500 Index. They also come from different issuers: Charles Schwab and Vanguard.

VOO currently has the higher Sharpe Ratio (2.44 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.

Portfolio Optimizer

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