SCHW correlations (Charles Schwab Corporation)
SCHW measured against 4756 US stocks and ETFs: closest co-movers on one side, the best offsets on the other, all from weekly returns.
Data as of 2026-08-27 · refreshed every trading day · Financials · Investment Banking & Brokerage
Volatility (ann.)
27.8%
3y weekly
Beta vs S&P 500
0.93
3y weekly
1-year return
+13.0%
price, adjusted
5-year return
+57.3%
price, adjusted
Market cap
$186.9B
latest
P/E ratio
19.9
trailing
Dividend yield
1.08%
trailing
Max drawdown
-21.4%
3y, daily closes
SCHW over the last 12 months, weekly closes indexed to 100 at the start.
Stocks and ETFs most correlated with SCHW
| Asset | Correlation (3Y) | ||
|---|---|---|---|
| RJF | Raymond James Financial | 0.72 | |
| AMP | Ameriprise Financial | 0.68 | |
| NTRS | Northern Trust | 0.64 | |
| BNY | BNY Mellon | 0.64 | |
| XLF | Financial Select Sector SPDR Fund | 0.62 | |
| MS | Morgan Stanley | 0.62 | |
| BAC | Bank of America | 0.57 | |
| STEW | SRH Total Return Fund, Inc. | 0.57 | |
| SF | Stifel Financial Corporation | 0.57 | |
| KEY | KeyCorp | 0.56 | |
| BDJ | Blackrock Enhanced Equity Dividend Trust | 0.56 | |
| FHN | First Horizon Corporation | 0.55 | |
| GS | Goldman Sachs | 0.55 | |
| JPM | JPMorgan Chase | 0.55 | |
| SPYV | SPDR Portfolio S&P 500 Value ETF | 0.54 |
Best diversifiers for SCHW
The least-correlated liquid assets in our universe, meaning the ones that historically moved most independently from SCHW.
| Asset | Correlation (3Y) | ||
|---|---|---|---|
| VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | -0.48 | |
| VXZ | iPath Series B S&P 500 VIX Mid-Term Futures ETN | -0.47 | |
| FNGD | MicroSectors FANG Index -3X Inverse Leveraged ETNs due | -0.33 | |
| QXL | Quantum X Labs Inc. | -0.30 | |
| UZX | Linkage Global Inc - Class A | -0.29 | |
| SERV | Serve Robotics Inc. | -0.25 | |
| ALMS | Alumis Inc. | -0.24 | |
| RBKB | Rhinebeck Bancorp, Inc. | -0.21 | |
| SHIM | Shimmick Corporation | -0.20 | |
| SILO | Silo Pharma, Inc. | -0.19 |
SCHW vs benchmarks
SCHW vs its peers
Get SCHW data as JSON
$ curl https://www.pairbook.io/api/v1/symbols/schw.jsonCorrelations, diversifiers, beta and volatility for SCHW, plus one endpoint per pair. API documentation.
SCHW inside major ETFs
| ETF | SCHW weight | |
|---|---|---|
| XLF | Financial Select Sector SPDR Fund | 2.17% |
| VTV | Vanguard Value ETF | 0.65% |
| SPYV | SPDR Portfolio S&P 500 Value ETF | 0.59% |
| QUAL | iShares MSCI USA Quality Factor ETF | 0.5% |
| IVV | iShares Core S&P 500 ETF | 0.27% |
| SPY | SPDR S&P 500 ETF Trust | 0.27% |
| VOO | Vanguard S&P 500 ETF | 0.27% |
| VTI | Vanguard Total Stock Market ETF | 0.24% |
| RSP | Invesco S&P 500 Equal Weight ETF | 0.23% |
| ACWI | iShares MSCI ACWI ETF | 0.17% |
