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HFSI vs SCHQ

Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF vs Schwab Long-Term U.S. Treasury ETF

HFSI

Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF

Annual cost

Fund size

SCHQ

Schwab Long-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$897M

Key differences

  • HFSI covers emerging markets markets; SCHQ covers north america.
  • Over the last 3 years, HFSI has delivered higher annualized returns.

Side-by-side comparison

HFSISCHQ
Annual cost (TER)0.03%
Fund size (AUM)$897M
Since2019
Dividend yield4.76%
Asset classfixed incomefixed income
Regionemerging marketsnorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.0%+5.6%
CAGR 3Y+8.3%-1.3%
CAGR 5YN/A-5.1%
Sharpe 3Y1.02-0.31
Volatility 1Y3.62%9.07%
Max drawdown-19.34%-46.13%

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

Similar to HFSI and SCHQ