Screener
MSTI vs SCHR
Madison Short-Term Strategic Income ETF vs Schwab Intermediate-Term U.S. Treasury ETF
Key differences
- SCHR costs 0.33% less per year.
- SCHR is significantly larger than MSTI — 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
| MSTI | SCHR | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.03% |
| Fund size (AUM) | $51M | $13.0B |
| Since | 2023 | 2010 |
| Dividend yield | 5.35% | 3.89% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.6% | +3.9% |
| CAGR 3Y | N/A | +2.9% |
| CAGR 5Y | N/A | +0.1% |
| Sharpe 3Y | N/A | -0.11 |
| Volatility 1Y | 2.52% | 3.46% |
| Max drawdown | -1.47% | -16.11% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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