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SCHY vs. VTEB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHY vs. VTEB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab International Dividend Equity ETF (SCHY) 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, SCHY achieves a 10.44% return, which is significantly higher than VTEB's 1.44% return.


SCHY

1D
0.24%
1M
1.24%
YTD
10.44%
6M
11.90%
1Y
22.29%
3Y*
15.61%
5Y*
8.28%
10Y*

VTEB

1D
-0.08%
1M
0.68%
YTD
1.44%
6M
1.95%
1Y
6.33%
3Y*
3.44%
5Y*
0.80%
10Y*
2.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHY vs. VTEB - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SCHY
Schwab International Dividend Equity ETF
10.44%33.98%-1.79%14.27%-9.43%3.42%
VTEB
Vanguard Tax-Exempt Bond ETF
1.44%3.72%1.31%6.15%-7.99%0.80%

Correlation

The correlation between SCHY and VTEB is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.32

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

0.33

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

0.26

Correlation (All Time)
Calculated using the full available price history since Apr 29, 2021

0.26

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Return for Risk

SCHY vs. VTEB — Risk / Return Rank

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

SCHY
SCHY Risk / Return Rank: 6060
Overall Rank
SCHY Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
SCHY Sortino Ratio Rank: 6464
Sortino Ratio Rank
SCHY Omega Ratio Rank: 6363
Omega Ratio Rank
SCHY Calmar Ratio Rank: 5656
Calmar Ratio Rank
SCHY Martin Ratio Rank: 5151
Martin Ratio Rank

VTEB
VTEB Risk / Return Rank: 7474
Overall Rank
VTEB Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
VTEB Sortino Ratio Rank: 8888
Sortino Ratio Rank
VTEB Omega Ratio Rank: 9090
Omega Ratio Rank
VTEB Calmar Ratio Rank: 5353
Calmar Ratio Rank
VTEB Martin Ratio Rank: 5454
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.

SCHY vs. VTEB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab International Dividend Equity ETF (SCHY) 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.


SCHYVTEBDifference
Sharpe ratioReturn per unit of total volatility

-0.52

Sortino ratioReturn per unit of downside risk

-0.94

Omega ratioGain probability vs. loss probability

1.33

1.51

-0.18

Calmar ratioReturn relative to maximum drawdown

2.46

2.35

+0.11

Martin ratioReturn relative to average drawdown

7.63

8.30

-0.67

SCHY vs. VTEB - Sharpe Ratio Comparison

The current SCHY Sharpe Ratio is 1.86, which is comparable to the VTEB Sharpe Ratio of 2.38. The chart below compares the historical Sharpe Ratios of SCHY 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

SCHY vs. VTEB - Drawdown Comparison

The maximum SCHY drawdown since its inception was -24.04%, which is greater than VTEB's maximum drawdown of -17.00%. Use the drawdown chart below to compare losses from any high point for SCHY and VTEB.


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Drawdown Indicators


SCHYVTEBDifference

Max Drawdown

Largest peak-to-trough decline

-24.04%

-17.00%

-7.04%

Max Drawdown (1Y)

Largest decline over 1 year

-9.11%

-2.71%

-6.40%

Max Drawdown (3Y)

Largest decline over 3 years

-12.16%

-5.53%

-6.63%

Max Drawdown (5Y)

Largest decline over 5 years

-24.04%

-12.64%

-11.40%

Max Drawdown (10Y)

Largest decline over 10 years

-17.00%

Current Drawdown

Current decline from peak

-2.94%

-0.54%

-2.40%

Average Drawdown

Average peak-to-trough decline

-4.97%

-2.32%

-2.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.95%

0.77%

+2.18%

Volatility

SCHY vs. VTEB - Volatility Comparison

Schwab International Dividend Equity ETF (SCHY) has a higher volatility of 3.37% compared to Vanguard Tax-Exempt Bond ETF (VTEB) at 0.93%. This indicates that SCHY'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


SCHYVTEBDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.37%

0.93%

+2.44%

Volatility (6M)

Calculated over the trailing 6-month period

9.96%

2.04%

+7.92%

Volatility (1Y)

Calculated over the trailing 1-year period

12.07%

2.70%

+9.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.28%

3.90%

+9.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.23%

5.26%

+7.97%

SCHY vs. VTEB - Expense Ratio Comparison

SCHY has a 0.08% expense ratio, which is higher than VTEB'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

SCHY vs. VTEB - Dividend Comparison

SCHY's dividend yield for the trailing twelve months is around 3.36%, which matches VTEB's 3.36% yield.


PositionTTM20252024202320222021202020192018201720162015
SCHY
Schwab International Dividend Equity ETF
3.36%3.55%4.64%3.97%3.67%1.73%0.00%0.00%0.00%0.00%0.00%0.00%
VTEB
Vanguard Tax-Exempt Bond ETF
3.36%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


SCHY and VTEB have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SCHY has higher volatility (3.37%) compared to VTEB (0.93%). In terms of maximum drawdown, SCHY dropped -24.04% vs VTEB's -17.00%.

On 5-year performance, SCHY leads with 8.28% vs 0.80% for VTEB. On fees, VTEB is cheaper at 0.03% per year. On volatility, VTEB has been the lower-risk option at 0.93%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SCHY has performed better with a 8.28% return vs 0.80%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VTEB is cheaper with a 0.03% expense ratio, compared with 0.08% for SCHY.

SCHY and VTEB have nearly identical dividend yields, around 3.36%.

SCHY is categorized as Dividend, while VTEB is Municipal Bonds. SCHY tracks Dow Jones International Dividend 100 Index, while VTEB tracks S&P National AMT-Free Municipal Bond Index. They also come from different issuers: Charles Schwab and Vanguard. Their fees differ too: 0.08% for SCHY and 0.03% for VTEB.

VTEB currently has the higher Sharpe Ratio (2.38 vs 1.86), 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 SCHY and VTEB

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