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LGOV vs SCHQ

First Trust Long Duration Opportunities ETF vs Schwab Long-Term U.S. Treasury ETF

LGOV

First Trust Long Duration Opportunities ETF

First Trust

Annual cost

0.49%

Fund size

$664M

SCHQ

Schwab Long-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$897M

Key differences

  • SCHQ costs 0.46% less per year.
  • Over the last 3 years, LGOV has delivered higher annualized returns.

Side-by-side comparison

LGOVSCHQ
Annual cost (TER)0.49%0.03%
Fund size (AUM)$664M$897M
Since20192019
Dividend yield4.21%4.76%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.1%+5.8%
CAGR 3Y+2.8%-0.5%
CAGR 5Y-1.4%-4.8%
Sharpe 3Y-0.04-0.25
Volatility 1Y7.03%9.08%
Max drawdown-30.85%-46.13%

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

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