SNAV vs. SCHK

Last updated Jul 14, 2026

SNAV (Mohr Sector Nav ETF) and SCHK (Schwab 1000 Index ETF) are both Large Cap Blend Equities funds. SNAV is actively managed, while SCHK is passively managed. Over the past 3 years, SNAV returned 13.47%/yr vs 19.96%/yr for SCHK. Their correlation of 0.92 suggests significant overlap in exposure. SNAV charges 1.30%/yr vs 0.03%/yr for SCHK.

Performance

SNAV vs. SCHK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mohr Sector Nav ETF (SNAV) and Schwab 1000 Index ETF (SCHK). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with SNAV having a 10.21% return and SCHK slightly higher at 10.72%.

SNAV

• 1D: -0.43%
• 1M: 0.44%
• 6M: 8.27%
• YTD: 10.21%
• 1Y: 18.56%
• 3Y*: 13.47%
• 5Y*: —
• 10Y*: —

SCHK

• 1D: -0.77%
• 1M: 1.22%
• 6M: 8.38%
• YTD: 10.72%
• 1Y: 21.33%
• 3Y*: 19.96%
• 5Y*: 12.32%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SNAV vs. SCHK - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
SNAV Mohr Sector Nav ETF	10.21%	15.54%	11.11%	12.29%
SCHK Schwab 1000 Index ETF	10.72%	17.23%	24.48%	23.84%

Correlation

The correlation between SNAV and SCHK is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.91
Correlation (3Y) Calculated over the trailing 3-year period	0.92
Correlation (All Time) Calculated using the full available price history since Jan 11, 2023	0.92

The correlation between SNAV and SCHK has been stable across timeframes, ranging from 0.91 to 0.92 - a consistent structural relationship.

SNAV vs. SCHK - Sectors Allocation Comparison

Sectors	SNAV	SCHK
Technology	46.0%	38.0%
Financial Services	9.6%	11.2%
Industrials	8.0%	8.9%
Consumer Cyclical	7.9%	9.8%
Healthcare	7.9%	8.4%
Communication Services	6.9%	10.1%
Consumer Defensive	4.1%	4.3%
Energy	2.7%	3.2%
Utilities	2.6%	2.1%
Real Estate	2.6%	2.0%
Basic Materials	1.9%	1.9%

Return for Risk

SNAV vs. SCHK — Risk / Return Rank

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

SNAV

SNAV Risk / Return Rank: 64
SNAV Sharpe Ratio Rank: 63
SNAV Sortino Ratio Rank: 59
SNAV Omega Ratio Rank: 62
SNAV Calmar Ratio Rank: 72
SNAV Martin Ratio Rank: 67

SCHK

SCHK Risk / Return Rank: 64
SCHK Sharpe Ratio Rank: 64
SCHK Sortino Ratio Rank: 62
SCHK Omega Ratio Rank: 63
SCHK Calmar Ratio Rank: 60
SCHK Martin Ratio Rank: 71

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.

SNAV vs. SCHK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mohr Sector Nav ETF (SNAV) and Schwab 1000 Index ETF (SCHK). 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.

	SNAV	SCHK	Difference
Sharpe ratio: Return per unit of total volatility	1.65	1.67	-0.02
Sortino ratio: Return per unit of downside risk	2.23	2.31	-0.08
Omega ratio: Gain probability vs. loss probability	1.30	1.30	0.00
Calmar ratio: Return relative to maximum drawdown	2.89	2.39	+0.50
Martin ratio: Return relative to average drawdown	9.51	10.43	-0.93

SNAV vs. SCHK - Sharpe Ratio Comparison

The current SNAV Sharpe Ratio is 1.65, which is comparable to the SCHK Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of SNAV and SCHK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SNAV vs. SCHK - Drawdown Comparison

The maximum SNAV drawdown since its inception was -16.61%, smaller than the maximum SCHK drawdown of -34.80%. Use the drawdown chart below to compare losses from any high point for SNAV and SCHK.

Drawdown Indicators

	SNAV	SCHK	Difference
Max Drawdown Largest peak-to-trough decline	-16.61%	-34.80%	+18.19%
Max Drawdown (1Y) Largest decline over 1 year	-6.45%	-8.97%	+2.52%
Max Drawdown (3Y) Largest decline over 3 years	-16.61%	-19.21%	+2.60%
Max Drawdown (5Y) Largest decline over 5 years	—	-25.44%	—
Current Drawdown Current decline from peak	-1.88%	-1.02%	-0.86%
Average Drawdown Average peak-to-trough decline	-2.50%	-5.14%	+2.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.96%	2.05%	-0.09%

Volatility

SNAV vs. SCHK - Volatility Comparison

The current volatility for Mohr Sector Nav ETF (SNAV) is 3.34%, while Schwab 1000 Index ETF (SCHK) has a volatility of 4.07%. This indicates that SNAV experiences smaller price fluctuations and is considered to be less risky than SCHK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SNAV	SCHK	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.34%	4.07%	-0.73%
Volatility (6M) Calculated over the trailing 6-month period	8.26%	10.17%	-1.91%
Volatility (1Y) Calculated over the trailing 1-year period	11.29%	12.86%	-1.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.66%	17.35%	-3.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.66%	19.08%	-5.42%

SNAV vs. SCHK - Expense Ratio Comparison

SNAV has a 1.30% expense ratio, which is higher than SCHK's 0.03% expense ratio.

Dividends

SNAV vs. SCHK - Dividend Comparison

SNAV has not paid dividends to shareholders, while SCHK's dividend yield for the trailing twelve months is around 1.03%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
SCHK Schwab 1000 Index ETF	1.03%	1.09%	1.20%	1.38%	1.57%	1.17%	1.58%	1.82%	1.80%	0.31%
SNAV Mohr Sector Nav ETF	0.00%	0.00%	0.94%	3.29%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SNAV and SCHK in my portfolio?

With a correlation of 0.91, SNAV and SCHK 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.

Which is riskier, SNAV or SCHK?

SCHK has higher volatility (4.07%) compared to SNAV (3.34%). In terms of maximum drawdown, SNAV dropped -16.61% vs SCHK's -34.80%.

Which ETF is better, SNAV or SCHK?

On 3-year performance, SCHK leads with 19.96% vs 13.47% for SNAV. On fees, SCHK is cheaper at 0.03% per year. On volatility, SNAV has been the lower-risk option at 3.34%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SNAV or SCHK?

Over the 3-year period, SCHK has performed better with a 19.96% return vs 13.47%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SNAV or SCHK?

SCHK is cheaper with a 0.03% expense ratio, compared with 1.30% for SNAV.

Which ETF pays a higher dividend yield, SNAV or SCHK?

SCHK has the higher dividend yield at 1.03%, compared with 0.00% for SNAV.

What is the main difference between SNAV and SCHK?

They also come from different issuers: Mohr Funds and Charles Schwab. Their fees differ too: 1.30% for SNAV and 0.03% for SCHK.

Which has better risk-adjusted returns?

SCHK currently has the higher Sharpe Ratio (1.67 vs 1.65), 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.