Screener
LTAX vs SCHQ
Nomura Tax-Free USA ETF vs Schwab Long-Term U.S. Treasury ETF
Key differences
Both LTAX and SCHQ are fixed income ETFs. LTAX charges 0.39% a year and SCHQ 0.03%. The main difference: LTAX follows a active selection strategy; SCHQ uses index tracking.
- LTAX follows a active selection strategy; SCHQ uses index tracking.
- SCHQ costs 0.36% less per year.
- SCHQ is much larger than LTAX. Larger funds are usually more liquid and less likely to close.
- SCHQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LTAX | SCHQ | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.03% |
| Fund size (AUM) | $6M | $788M |
| Since | 2026 | 2019 |
| Dividend yield | — | 4.74% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +2.9% |
| CAGR 3Y | N/A | -1.3% |
| CAGR 5Y | N/A | -5.2% |
| Sharpe 3Y | N/A | -0.32 |
| Volatility 1Y | — | 8.82% |
| Max drawdown | -3.19% | -46.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.