SCHW vs. GS
Compare and contrast key facts about The Charles Schwab Corporation (SCHW) and The Goldman Sachs Group, Inc. (GS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHW or GS.
Correlation
The correlation between SCHW and GS is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SCHW vs. GS - Performance Comparison
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Key characteristics
SCHW:
0.45
GS:
0.97
SCHW:
0.82
GS:
1.60
SCHW:
1.12
GS:
1.23
SCHW:
0.42
GS:
1.14
SCHW:
1.24
GS:
3.80
SCHW:
11.04%
GS:
9.27%
SCHW:
30.56%
GS:
34.26%
SCHW:
-86.79%
GS:
-78.84%
SCHW:
-6.14%
GS:
-11.59%
Fundamentals
SCHW:
$153.39B
GS:
$181.45B
SCHW:
$3.30
GS:
$43.10
SCHW:
25.60
GS:
13.72
SCHW:
1.05
GS:
6.40
SCHW:
7.50
GS:
3.42
SCHW:
3.89
GS:
1.59
SCHW:
$17.57B
GS:
$51.47B
SCHW:
$15.63B
GS:
$46.36B
SCHW:
$8.07B
GS:
$18.47B
Returns By Period
In the year-to-date period, SCHW achieves a 16.10% return, which is significantly higher than GS's 3.78% return. Over the past 10 years, SCHW has underperformed GS with an annualized return of 12.01%, while GS has yielded a comparatively higher 13.57% annualized return.
SCHW
16.10%
11.28%
10.38%
13.74%
22.62%
12.01%
GS
3.78%
19.60%
-0.85%
32.91%
31.33%
13.57%
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Risk-Adjusted Performance
SCHW vs. GS — Risk-Adjusted Performance Rank
SCHW
GS
SCHW vs. GS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Charles Schwab Corporation (SCHW) and The Goldman Sachs Group, Inc. (GS). 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.
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Dividends
SCHW vs. GS - Dividend Comparison
SCHW's dividend yield for the trailing twelve months is around 1.22%, less than GS's 1.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHW The Charles Schwab Corporation | 1.22% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% |
GS The Goldman Sachs Group, Inc. | 1.99% | 2.01% | 2.72% | 2.62% | 1.70% | 1.90% | 1.80% | 1.89% | 1.14% | 1.09% | 1.41% | 1.16% |
Drawdowns
SCHW vs. GS - Drawdown Comparison
The maximum SCHW drawdown since its inception was -86.79%, which is greater than GS's maximum drawdown of -78.84%. Use the drawdown chart below to compare losses from any high point for SCHW and GS. For additional features, visit the drawdowns tool.
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Volatility
SCHW vs. GS - Volatility Comparison
The current volatility for The Charles Schwab Corporation (SCHW) is 6.04%, while The Goldman Sachs Group, Inc. (GS) has a volatility of 7.85%. This indicates that SCHW experiences smaller price fluctuations and is considered to be less risky than GS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
SCHW vs. GS - Financials Comparison
This section allows you to compare key financial metrics between The Charles Schwab Corporation and The Goldman Sachs Group, Inc.. 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
SCHW vs. GS - Profitability Comparison
SCHW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported a gross profit of 765.00M and revenue of 2.71B. Therefore, the gross margin over that period was 28.3%.
GS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Goldman Sachs Group, Inc. reported a gross profit of 7.06B and revenue of 12.17B. Therefore, the gross margin over that period was 58.0%.
SCHW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported an operating income of -765.00M and revenue of 2.71B, resulting in an operating margin of -28.3%.
GS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Goldman Sachs Group, Inc. reported an operating income of 3.04B and revenue of 12.17B, resulting in an operating margin of 25.0%.
SCHW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported a net income of 1.91B and revenue of 2.71B, resulting in a net margin of 70.6%.
GS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Goldman Sachs Group, Inc. reported a net income of 4.74B and revenue of 12.17B, resulting in a net margin of 38.9%.