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OPER vs SCHQ

ClearShares Ultra-Short Maturity ETF vs Schwab Long-Term U.S. Treasury ETF

OPER

ClearShares Ultra-Short Maturity ETF

ClearShares

Annual cost

0.20%

Fund size

$143M

SCHQ

Schwab Long-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$897M

Key differences

  • SCHQ costs 0.17% less per year.
  • SCHQ is significantly larger than OPER — larger funds tend to be more liquid and less likely to close.
  • OPER follows a active selection strategy; SCHQ uses index tracking.
  • Over the last 3 years, OPER has delivered higher annualized returns.

Side-by-side comparison

OPERSCHQ
Annual cost (TER)0.20%0.03%
Fund size (AUM)$143M$897M
Since20182019
Dividend yield4.10%4.76%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.1%+5.8%
CAGR 3Y+4.6%-0.5%
CAGR 5Y+3.5%-4.8%
Sharpe 3Y2.26-0.25
Volatility 1Y0.26%9.08%
Max drawdown-2.33%-46.13%

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

Similar to OPER and SCHQ