ZION vs. SCHW
Compare and contrast key facts about Zions Bancorporation, National Association (ZION) and The Charles Schwab Corporation (SCHW).
Performance
ZION vs. SCHW - Performance Comparison
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ZION vs. SCHW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ZION Zions Bancorporation, National Association | 0.24% | 11.58% | 28.19% | -6.29% | -20.02% | 49.11% | -13.17% | 31.00% | -18.25% | 19.29% |
SCHW The Charles Schwab Corporation | -7.24% | 36.65% | 9.17% | -15.97% | 0.11% | 60.23% | 13.57% | 16.38% | -18.43% | 31.15% |
Fundamentals
ZION:
$8.57B
SCHW:
$164.12B
ZION:
$6.11
SCHW:
$4.91
ZION:
9.53
SCHW:
18.82
ZION:
2.05
SCHW:
6.20
ZION:
1.20
SCHW:
54.02
ZION:
$4.18B
SCHW:
$26.84B
ZION:
$2.43B
SCHW:
$23.92B
ZION:
$920.96M
SCHW:
$12.82B
Returns By Period
In the year-to-date period, ZION achieves a 0.24% return, which is significantly higher than SCHW's -7.24% return. Over the past 10 years, ZION has underperformed SCHW with an annualized return of 12.29%, while SCHW has yielded a comparatively higher 13.96% annualized return.
ZION
- 1D
- 1.11%
- 1M
- 0.21%
- YTD
- 0.24%
- 6M
- 4.79%
- 1Y
- 21.68%
- 3Y*
- 29.86%
- 5Y*
- 4.53%
- 10Y*
- 12.29%
SCHW
- 1D
- -1.72%
- 1M
- -3.28%
- YTD
- -7.24%
- 6M
- 0.74%
- 1Y
- 20.38%
- 3Y*
- 22.59%
- 5Y*
- 8.22%
- 10Y*
- 13.96%
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Return for Risk
ZION vs. SCHW — Risk / Return Rank
ZION
SCHW
ZION vs. SCHW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zions Bancorporation, National Association (ZION) and The Charles Schwab Corporation (SCHW). 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.
| ZION | SCHW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 0.83 | -0.24 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.19 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 1.33 | -0.33 |
Martin ratioReturn relative to average drawdown | 2.56 | 3.53 | -0.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ZION | SCHW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 0.83 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.26 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.42 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.43 | -0.18 |
Correlation
The correlation between ZION and SCHW is 0.45, 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.
Dividends
ZION vs. SCHW - Dividend Comparison
ZION's dividend yield for the trailing twelve months is around 3.06%, more than SCHW's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZION Zions Bancorporation, National Association | 3.06% | 3.01% | 3.06% | 3.74% | 3.21% | 2.28% | 3.13% | 2.47% | 2.55% | 0.87% | 0.65% | 0.81% |
SCHW The Charles Schwab Corporation | 1.22% | 1.08% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% |
Drawdowns
ZION vs. SCHW - Drawdown Comparison
The maximum ZION drawdown since its inception was -92.20%, which is greater than SCHW's maximum drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for ZION and SCHW.
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Drawdown Indicators
| ZION | SCHW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.20% | -86.79% | -5.41% |
Max Drawdown (1Y)Largest decline over 1 year | -20.66% | -14.61% | -6.05% |
Max Drawdown (5Y)Largest decline over 5 years | -72.23% | -49.70% | -22.53% |
Max Drawdown (10Y)Largest decline over 10 years | -72.23% | -51.08% | -21.15% |
Current DrawdownCurrent decline from peak | -10.12% | -13.56% | +3.44% |
Average DrawdownAverage peak-to-trough decline | -32.58% | -35.65% | +3.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.12% | 5.51% | +2.61% |
Volatility
ZION vs. SCHW - Volatility Comparison
Zions Bancorporation, National Association (ZION) has a higher volatility of 7.85% compared to The Charles Schwab Corporation (SCHW) at 4.91%. This indicates that ZION's price experiences larger fluctuations and is considered to be riskier than SCHW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZION | SCHW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.85% | 4.91% | +2.94% |
Volatility (6M)Calculated over the trailing 6-month period | 25.98% | 16.37% | +9.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.40% | 24.57% | +11.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.80% | 32.12% | +10.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.62% | 33.42% | +6.20% |
Financials
ZION vs. SCHW - Financials Comparison
This section allows you to compare key financial metrics between Zions Bancorporation, National Association and The Charles Schwab Corporation. 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
ZION vs. SCHW - Profitability Comparison
ZION - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Zions Bancorporation, National Association reported a gross profit of 0.00 and revenue of 491.00M. Therefore, the gross margin over that period was 0.0%.
SCHW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Charles Schwab Corporation reported a gross profit of 6.34B and revenue of 6.34B. Therefore, the gross margin over that period was 100.0%.
ZION - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Zions Bancorporation, National Association reported an operating income of 0.00 and revenue of 491.00M, resulting in an operating margin of 0.0%.
SCHW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Charles Schwab Corporation reported an operating income of 3.18B and revenue of 6.34B, resulting in an operating margin of 50.2%.
ZION - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Zions Bancorporation, National Association reported a net income of 263.00M and revenue of 491.00M, resulting in a net margin of 53.6%.
SCHW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Charles Schwab Corporation reported a net income of 2.46B and revenue of 6.34B, resulting in a net margin of 38.8%.