SCHP, SCHQ & Drawdown Protection

u/vrtra_theory · Reddit — r/dividends · January 10, 2026 at 07:03 · 💬 6 comments  | View on Reddit ↗
AI Summary

Original Reddit post

The author argues a combination of SCHP and SCHQ provides resilient income and drawdown protection.

SCHP — LONG The author argues SCHP provides lightweight drawdown protection because it fell less than SPY in 2022 while its monthly dividends rose during the worst months. The mechanism is the inflation-protected treasury bond cash flows that increase during drawdowns, providing resilient income.

SCHP drops only ~13% (about the same as our darling SCHD). But a key difference is that while SCHD dividends drop for most of 2022, SCHP's monthly dividends spike up for the worst months of the drawdown - exactly what you'd want out of some lightweight drawdown protection.

SCHQ — LONG The author argues SCHQ acts as a drawdown winner in environments like 2020 where long-term treasuries rallied. It is used alongside SCHP to provide resilient monthly income and liquidity during big drawdowns.

Going back a couple years to 2020, SCHP doesn't benefit as much - here, long term treasuries like SCHQ are clear winners.

Comments 6
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Ideas
u/vrtra_theory Reddit r/dividends
SCHQ long-term treasuries win in 2020 drawdown
The author argues SCHQ acts as a drawdown winner in environments like 2020 where long-term treasuries rallied. It is used alongside SCHP to provide resilient monthly income and liquidity during big drawdowns.
u/vrtra_theory Reddit r/dividends
SCHP drops less, dividends spike in drawdowns
The author argues SCHP provides lightweight drawdown protection because it fell less than SPY in 2022 while its monthly dividends rose during the worst months. The mechanism is the inflation-protected treasury bond cash flows that increase during drawdowns, providing resilient income.
More from Reddit — r/dividends

This Reddit post, published January 10, 2026, features u/vrtra_theory discussing SCHQ, SCHP. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: u/vrtra_theory  · Tickers: SCHQ, SCHP