PortfoliosLab logoPortfoliosLab logo
SKOR vs. SCHJ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SKOR vs. SCHJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) and Schwab 1-5 Year Corporate Bond ETF (SCHJ). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, SKOR achieves a 0.18% return, which is significantly lower than SCHJ's 0.85% return.


SKOR

1D
0.17%
1M
-0.62%
6M
0.03%
YTD
0.18%
1Y
2.77%
3Y*
5.67%
5Y*
1.52%
10Y*
2.75%
ALL TIME*
2.98%

SCHJ

1D
0.10%
1M
-0.18%
6M
0.56%
YTD
0.85%
1Y
3.10%
3Y*
5.41%
5Y*
2.32%
10Y*
ALL TIME*
2.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$5.83M$7.78M$6.51M
$2.37M$2.85M$3.05M

SKOR vs. SCHJ - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SKOR
FlexShares Credit-Scored US Corporate Bond Index Fund
0.18%7.99%4.42%7.64%-9.88%-1.40%8.84%0.46%
SCHJ
Schwab 1-5 Year Corporate Bond ETF
0.85%6.80%4.89%6.36%-5.73%-0.67%5.30%0.61%

Correlation

The correlation between SKOR and SCHJ is 0.91, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.91

Correlation (3Y)
Balances recent behavior with more history.

0.91

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.92

Correlation (All Time)
Calculated using the full available price history since Oct 10, 2019

0.89

The correlation between SKOR and SCHJ has been stable across timeframes, ranging from 0.89 to 0.92 - a consistent structural relationship.

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

SKOR vs. SCHJ — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SKOR
SKOR Risk / Return Rank: 3939
Overall Rank
SKOR Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
SKOR Sortino Ratio Rank: 3939
Sortino Ratio Rank
SKOR Omega Ratio Rank: 3737
Omega Ratio Rank
SKOR Calmar Ratio Rank: 3737
Calmar Ratio Rank
SKOR Martin Ratio Rank: 3939
Martin Ratio Rank

SCHJ
SCHJ Risk / Return Rank: 6868
Overall Rank
SCHJ Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
SCHJ Sortino Ratio Rank: 7373
Sortino Ratio Rank
SCHJ Omega Ratio Rank: 7272
Omega Ratio Rank
SCHJ Calmar Ratio Rank: 5858
Calmar Ratio Rank
SCHJ Martin Ratio Rank: 6464
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SKOR vs. SCHJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) and Schwab 1-5 Year Corporate Bond ETF (SCHJ). 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.


SKORSCHJDifference
Sharpe ratioReturn per unit of total volatility

-0.63

Sortino ratioReturn per unit of downside risk

-0.92

Omega ratioGain probability vs. loss probability

1.18

1.31

-0.12

Calmar ratioReturn relative to maximum drawdown

1.33

2.11

-0.78

Martin ratioReturn relative to average drawdown

4.23

7.94

-3.71

SKOR vs. SCHJ - Sharpe Ratio Comparison

The current SKOR Sharpe Ratio is 1.05, which is lower than the SCHJ Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of SKOR and SCHJ, 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

SKOR vs. SCHJ - Drawdown Comparison

The maximum SKOR drawdown since its inception was -15.98%, which is greater than SCHJ's maximum drawdown of -13.62%. Use the drawdown chart below to compare losses from any high point for SKOR and SCHJ.


Loading charts...

Drawdown Indicators


SKORSCHJDifference

Max Drawdown

Largest peak-to-trough decline

-15.98%

-13.62%

-2.36%

Max Drawdown (1Y)

Largest decline over 1 year

-2.09%

-1.47%

-0.62%

Max Drawdown (3Y)

Largest decline over 3 years

-2.98%

-1.47%

-1.51%

Max Drawdown (5Y)

Largest decline over 5 years

-14.96%

-9.35%

-5.61%

Max Drawdown (10Y)

Largest decline over 10 years

-15.98%

Current Drawdown

Current decline from peak

-0.93%

-0.22%

-0.71%

Average Drawdown

Average peak-to-trough decline

-2.63%

-1.84%

-0.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.66%

0.39%

+0.27%

Volatility

SKOR vs. SCHJ - Volatility Comparison

FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) has a higher volatility of 0.73% compared to Schwab 1-5 Year Corporate Bond ETF (SCHJ) at 0.51%. This indicates that SKOR's price experiences larger fluctuations and is considered to be riskier than SCHJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SKORSCHJDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.73%

0.51%

+0.22%

Volatility (6M)

Calculated over the trailing 6-month period

2.16%

1.53%

+0.63%

Volatility (1Y)

Calculated over the trailing 1-year period

2.65%

1.86%

+0.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.44%

2.96%

+1.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.90%

4.10%

+0.80%

SKOR vs. SCHJ - Expense Ratio Comparison

SKOR has a 0.22% expense ratio, which is higher than SCHJ'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

SKOR vs. SCHJ - Dividend Comparison

SKOR's dividend yield for the trailing twelve months is around 4.71%, more than SCHJ's 4.53% yield.


PositionTTM20252024202320222021202020192018201720162015
SCHJ
Schwab 1-5 Year Corporate Bond ETF
4.53%4.42%4.00%2.98%1.64%0.94%2.54%0.42%0.00%0.00%0.00%0.00%
SKOR
FlexShares Credit-Scored US Corporate Bond Index Fund
4.71%4.70%4.90%3.90%2.57%2.55%3.38%3.53%2.85%2.46%2.74%2.25%

Frequently Asked Questions


With a correlation of 0.91, SKOR and SCHJ move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

SKOR has higher volatility (0.73%) compared to SCHJ (0.51%). In terms of maximum drawdown, SKOR dropped -15.98% vs SCHJ's -13.62%.

On 5-year performance, SCHJ leads with 2.32% vs 1.52% for SKOR. On fees, SCHJ is cheaper at 0.03% per year. On volatility, SCHJ has been the lower-risk option at 0.51%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SCHJ has performed better with a 2.32% return vs 1.52%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SCHJ is cheaper with a 0.03% expense ratio, compared with 0.22% for SKOR.

SKOR has the higher dividend yield at 4.71%, compared with 4.53% for SCHJ.

SKOR is categorized as Corporate Bonds, while SCHJ is Short-Term Bond. SKOR tracks NorthernTrustUS Corporate Bond Quality Value Index, while SCHJ tracks Bloomberg US 1-5 Year Corporate Bond Index. They also come from different issuers: Northern Trust and Charles Schwab. Their fees differ too: 0.22% for SKOR and 0.03% for SCHJ.

SCHJ currently has the higher Sharpe Ratio (1.68 vs 1.05), 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 SKOR and SCHJ

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