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SCHP vs. VTEB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHP vs. VTEB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab U.S. TIPS ETF (SCHP) and Vanguard Tax-Exempt Bond ETF (VTEB). 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 0.92% return, which is significantly lower than VTEB's 1.44% return. Over the past 10 years, SCHP has outperformed VTEB with an annualized return of 2.43%, while VTEB has yielded a comparatively lower 1.99% annualized return.


SCHP

1D
-0.08%
1M
-0.60%
6M
0.62%
YTD
0.92%
1Y
3.17%
3Y*
3.73%
5Y*
0.62%
10Y*
2.43%

VTEB

1D
-0.10%
1M
-0.10%
6M
0.80%
YTD
1.44%
1Y
6.67%
3Y*
3.19%
5Y*
0.74%
10Y*
1.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHP vs. VTEB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCHP
Schwab U.S. TIPS ETF
0.92%6.76%1.95%3.91%-12.02%5.87%10.86%8.52%-1.78%3.02%
VTEB
Vanguard Tax-Exempt Bond ETF
1.44%3.72%1.31%6.15%-7.99%1.14%5.19%7.35%1.04%4.87%

Correlation

The correlation between SCHP and VTEB is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.63

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

0.68

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

0.60

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

0.58

Correlation (All Time)
Calculated using the full available price history since Aug 25, 2015

0.57

The correlation between SCHP and VTEB shifts across timeframes, from 0.57 (all time) to 0.68 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

SCHP vs. VTEB — Risk / Return Rank

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

SCHP
SCHP Risk / Return Rank: 3333
Overall Rank
SCHP Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
SCHP Sortino Ratio Rank: 3131
Sortino Ratio Rank
SCHP Omega Ratio Rank: 2828
Omega Ratio Rank
SCHP Calmar Ratio Rank: 3939
Calmar Ratio Rank
SCHP Martin Ratio Rank: 3838
Martin Ratio Rank

VTEB
VTEB Risk / Return Rank: 8080
Overall Rank
VTEB Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
VTEB Sortino Ratio Rank: 9292
Sortino Ratio Rank
VTEB Omega Ratio Rank: 9494
Omega Ratio Rank
VTEB Calmar Ratio Rank: 6161
Calmar Ratio Rank
VTEB Martin Ratio Rank: 6363
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. VTEB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. TIPS ETF (SCHP) and Vanguard Tax-Exempt Bond ETF (VTEB). 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.


SCHPVTEBDifference
Sharpe ratioReturn per unit of total volatility

-1.53

Sortino ratioReturn per unit of downside risk

-2.27

Omega ratioGain probability vs. loss probability

1.16

1.54

-0.37

Calmar ratioReturn relative to maximum drawdown

1.65

2.47

-0.83

Martin ratioReturn relative to average drawdown

4.73

8.93

-4.20

SCHP vs. VTEB - Sharpe Ratio Comparison

The current SCHP Sharpe Ratio is 0.95, which is lower than the VTEB Sharpe Ratio of 2.48. The chart below compares the historical Sharpe Ratios of SCHP and VTEB, 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

SCHP vs. VTEB - Drawdown Comparison

The maximum SCHP drawdown since its inception was -14.26%, smaller than the maximum VTEB drawdown of -17.00%. Use the drawdown chart below to compare losses from any high point for SCHP and VTEB.


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Drawdown Indicators


SCHPVTEBDifference

Max Drawdown

Largest peak-to-trough decline

-14.26%

-17.00%

+2.74%

Max Drawdown (1Y)

Largest decline over 1 year

-1.93%

-2.71%

+0.78%

Max Drawdown (3Y)

Largest decline over 3 years

-4.48%

-5.53%

+1.05%

Max Drawdown (5Y)

Largest decline over 5 years

-14.26%

-12.64%

-1.62%

Max Drawdown (10Y)

Largest decline over 10 years

-14.26%

-17.00%

+2.74%

Current Drawdown

Current decline from peak

-0.92%

-0.75%

-0.17%

Average Drawdown

Average peak-to-trough decline

-3.91%

-2.30%

-1.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.67%

0.75%

-0.08%

Volatility

SCHP vs. VTEB - Volatility Comparison

Schwab U.S. TIPS ETF (SCHP) has a higher volatility of 1.12% compared to Vanguard Tax-Exempt Bond ETF (VTEB) at 0.67%. This indicates that SCHP's price experiences larger fluctuations and is considered to be riskier than VTEB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHPVTEBDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.12%

0.67%

+0.45%

Volatility (6M)

Calculated over the trailing 6-month period

2.43%

2.11%

+0.32%

Volatility (1Y)

Calculated over the trailing 1-year period

3.35%

2.70%

+0.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.11%

3.91%

+2.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.58%

5.25%

+0.33%

SCHP vs. VTEB - Expense Ratio Comparison

Both SCHP and VTEB 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. VTEB - Dividend Comparison

SCHP's dividend yield for the trailing twelve months is around 4.49%, more than VTEB's 3.38% yield.


PositionTTM20252024202320222021202020192018201720162015
SCHP
Schwab U.S. TIPS ETF
4.49%4.06%2.99%3.02%7.19%4.39%1.11%2.02%2.26%1.90%1.38%0.28%
VTEB
Vanguard Tax-Exempt Bond ETF
3.38%3.29%3.14%2.79%2.09%1.64%1.99%2.30%2.25%1.96%1.66%0.58%

Frequently Asked Questions


SCHP and VTEB have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SCHP has higher volatility (1.12%) compared to VTEB (0.67%). In terms of maximum drawdown, SCHP dropped -14.26% vs VTEB's -17.00%.

On 10-year performance, SCHP leads with 2.43% vs 1.99% for VTEB. Both ETFs have the same 0.03% expense ratio. On volatility, VTEB has been the lower-risk option at 0.67%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SCHP has performed better with a 2.43% return vs 1.99%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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

SCHP has the higher dividend yield at 4.49%, compared with 3.38% for VTEB.

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

VTEB currently has the higher Sharpe Ratio (2.48 vs 0.95), 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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