Screener
MSTI vs SCHQ
Madison Short-Term Strategic Income ETF vs Schwab Long-Term U.S. Treasury ETF
Key differences
- SCHQ costs 0.33% less per year.
- SCHQ is significantly larger than MSTI — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| MSTI | SCHQ | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.03% |
| Fund size (AUM) | $51M | $897M |
| Since | 2023 | 2019 |
| Dividend yield | 5.35% | 4.76% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.6% | +5.6% |
| CAGR 3Y | N/A | -1.3% |
| CAGR 5Y | N/A | -5.1% |
| Sharpe 3Y | N/A | -0.31 |
| Volatility 1Y | 2.52% | 9.07% |
| Max drawdown | -1.47% | -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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