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FTCB vs SCHR

First Trust Core Investment Grade ETF vs Schwab Intermediate-Term U.S. Treasury ETF

FTCB

First Trust Core Investment Grade ETF

First Trust

Annual cost

0.56%

Fund size

$2.4B

SCHR

Schwab Intermediate-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$13.0B

Key differences

  • SCHR costs 0.53% less per year.
  • SCHR is significantly larger than FTCB — larger funds tend to be more liquid and less likely to close.
  • FTCB follows a active selection strategy; SCHR uses index tracking.
  • SCHR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTCBSCHR
Annual cost (TER)0.56%0.03%
Fund size (AUM)$2.4B$13.0B
Since20232010
Dividend yield4.85%3.89%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.7%+3.9%
CAGR 3YN/A+3.3%
CAGR 5YN/A+0.2%
Sharpe 3YN/A-0.03
Volatility 1Y4.11%3.46%
Max drawdown-4.99%-16.11%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FTCB and SCHR