PortfoliosLab logoPortfoliosLab logo
SCHR vs. VTIP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHR vs. VTIP - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, SCHR achieves a -0.27% return, which is significantly lower than VTIP's 1.85% return. Over the past 10 years, SCHR has underperformed VTIP with an annualized return of 1.19%, while VTIP has yielded a comparatively higher 3.09% annualized return.


SCHR

1D
-0.12%
1M
0.66%
YTD
-0.27%
6M
0.04%
1Y
3.42%
3Y*
3.71%
5Y*
0.02%
10Y*
1.19%

VTIP

1D
-0.04%
1M
-0.06%
YTD
1.85%
6M
1.95%
1Y
4.51%
3Y*
5.25%
5Y*
3.37%
10Y*
3.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHR vs. VTIP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
-0.27%7.33%1.42%4.27%-10.58%-2.62%7.72%6.18%1.46%1.59%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
1.85%6.07%4.74%4.62%-2.94%5.36%4.95%4.86%0.56%0.82%

Correlation

The correlation between SCHR and VTIP is 0.62, 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

0.62

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

0.75

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

0.65

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

0.59

Correlation (All Time)
Calculated using the full available price history since Oct 16, 2012

0.57

The correlation between SCHR and VTIP shifts across timeframes, from 0.57 (all time) to 0.75 (3 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

SCHR vs. VTIP — Risk / Return Rank

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

SCHR
SCHR Risk / Return Rank: 2929
Overall Rank
SCHR Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
SCHR Sortino Ratio Rank: 3131
Sortino Ratio Rank
SCHR Omega Ratio Rank: 2727
Omega Ratio Rank
SCHR Calmar Ratio Rank: 2727
Calmar Ratio Rank
SCHR Martin Ratio Rank: 2727
Martin Ratio Rank

VTIP
VTIP Risk / Return Rank: 9595
Overall Rank
VTIP Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
VTIP Sortino Ratio Rank: 9696
Sortino Ratio Rank
VTIP Omega Ratio Rank: 9595
Omega Ratio Rank
VTIP Calmar Ratio Rank: 9595
Calmar Ratio Rank
VTIP Martin Ratio Rank: 9595
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.

SCHR vs. VTIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab Intermediate-Term U.S. Treasury ETF (SCHR) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). 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.


SCHRVTIPDifference
Sharpe ratioReturn per unit of total volatility

-2.10

Sortino ratioReturn per unit of downside risk

-3.75

Omega ratioGain probability vs. loss probability

1.17

1.65

-0.48

Calmar ratioReturn relative to maximum drawdown

1.17

6.57

-5.40

Martin ratioReturn relative to average drawdown

3.29

25.36

-22.07

SCHR vs. VTIP - Sharpe Ratio Comparison

The current SCHR Sharpe Ratio is 0.97, which is lower than the VTIP Sharpe Ratio of 3.07. The chart below compares the historical Sharpe Ratios of SCHR and VTIP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

SCHR vs. VTIP - Drawdown Comparison

The maximum SCHR drawdown since its inception was -16.11%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for SCHR and VTIP.


Loading charts...

Drawdown Indicators


SCHRVTIPDifference

Max Drawdown

Largest peak-to-trough decline

-16.11%

-6.27%

-9.84%

Max Drawdown (1Y)

Largest decline over 1 year

-2.79%

-0.70%

-2.09%

Max Drawdown (3Y)

Largest decline over 3 years

-4.35%

-0.98%

-3.37%

Max Drawdown (5Y)

Largest decline over 5 years

-15.07%

-5.50%

-9.57%

Max Drawdown (10Y)

Largest decline over 10 years

-16.11%

-6.27%

-9.84%

Current Drawdown

Current decline from peak

-2.21%

-0.22%

-1.99%

Average Drawdown

Average peak-to-trough decline

-3.64%

-1.04%

-2.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.99%

0.18%

+0.81%

Volatility

SCHR vs. VTIP - Volatility Comparison

Schwab Intermediate-Term U.S. Treasury ETF (SCHR) has a higher volatility of 1.11% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.40%. This indicates that SCHR's price experiences larger fluctuations and is considered to be riskier than VTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SCHRVTIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.11%

0.40%

+0.71%

Volatility (6M)

Calculated over the trailing 6-month period

2.40%

1.04%

+1.36%

Volatility (1Y)

Calculated over the trailing 1-year period

3.38%

1.50%

+1.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.38%

2.77%

+2.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.47%

2.74%

+1.73%

SCHR vs. VTIP - Expense Ratio Comparison

SCHR has a 0.05% expense ratio, which is higher than VTIP's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SCHR vs. VTIP - Dividend Comparison

SCHR's dividend yield for the trailing twelve months is around 3.91%, more than VTIP's 3.59% yield.


PositionTTM20252024202320222021202020192018201720162015
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
3.91%3.85%3.77%3.16%2.02%1.00%1.62%2.31%2.11%1.65%1.45%1.56%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
3.59%3.81%2.70%2.86%6.84%4.68%1.20%1.95%2.45%1.52%0.76%0.00%

Frequently Asked Questions


SCHR and VTIP have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SCHR has higher volatility (1.11%) compared to VTIP (0.40%). In terms of maximum drawdown, SCHR dropped -16.11% vs VTIP's -6.27%.

On 10-year performance, VTIP leads with 3.09% vs 1.19% for SCHR. On fees, VTIP is cheaper at 0.03% per year. On volatility, VTIP has been the lower-risk option at 0.40%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VTIP has performed better with a 3.09% return vs 1.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VTIP is cheaper with a 0.03% expense ratio, compared with 0.05% for SCHR.

SCHR has the higher dividend yield at 3.91%, compared with 3.59% for VTIP.

SCHR is categorized as Government Bonds, while VTIP is Inflation-Protected Bonds. SCHR tracks Bloomberg US Treasury 3-10 Year Index, while VTIP tracks Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index. They also come from different issuers: Charles Schwab and Vanguard. Their fees differ too: 0.05% for SCHR and 0.03% for VTIP.

VTIP currently has the higher Sharpe Ratio (3.07 vs 0.97), 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

Find the right allocation for SCHR and VTIP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer