Screener
LDSF vs SCHQ
First Trust Low Duration Strategic Focus ETF vs Schwab Long-Term U.S. Treasury ETF
Key differences
- SCHQ costs 0.74% less per year.
- SCHQ is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
- LDSF follows a active selection strategy; SCHQ uses index tracking.
- Over the last 3 years, LDSF has delivered higher annualized returns.
Side-by-side comparison
| LDSF | SCHQ | |
|---|---|---|
| Annual cost (TER) | 0.77% | 0.03% |
| Fund size (AUM) | $160M | $897M |
| Since | 2019 | 2019 |
| Dividend yield | 4.61% | 4.76% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.4% | +5.8% |
| CAGR 3Y | +5.4% | -0.5% |
| CAGR 5Y | +2.4% | -4.8% |
| Sharpe 3Y | 0.63 | -0.25 |
| Volatility 1Y | 2.06% | 9.08% |
| Max drawdown | -8.56% | -46.13% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to LDSF and SCHQ
Explore further