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LGOV vs SCHR

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

LGOV

First Trust Long Duration Opportunities ETF

First Trust

Annual cost

0.49%

Fund size

$664M

SCHR

Schwab Intermediate-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$13.0B

Key differences

  • SCHR costs 0.46% less per year.
  • SCHR is significantly larger than LGOV — larger funds tend to be more liquid and less likely to close.
  • SCHR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LGOVSCHR
Annual cost (TER)0.49%0.03%
Fund size (AUM)$664M$13.0B
Since20192010
Dividend yield4.21%3.89%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.1%+3.9%
CAGR 3Y+2.8%+3.3%
CAGR 5Y-1.4%+0.2%
Sharpe 3Y-0.04-0.03
Volatility 1Y7.03%3.46%
Max drawdown-30.85%-16.11%

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

Similar to LGOV and SCHR