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OPER vs SCHR

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

OPER

ClearShares Ultra-Short Maturity ETF

ClearShares

Annual cost

0.20%

Fund size

$143M

SCHR

Schwab Intermediate-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$13.0B

Key differences

  • SCHR costs 0.17% less per year.
  • SCHR is significantly larger than OPER — larger funds tend to be more liquid and less likely to close.
  • OPER follows a active selection strategy; SCHR uses index tracking.
  • Over the last 3 years, OPER has delivered higher annualized returns.
  • SCHR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OPERSCHR
Annual cost (TER)0.20%0.03%
Fund size (AUM)$143M$13.0B
Since20182010
Dividend yield4.10%3.89%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.1%+3.9%
CAGR 3Y+4.6%+3.3%
CAGR 5Y+3.5%+0.2%
Sharpe 3Y2.26-0.03
Volatility 1Y0.26%3.46%
Max drawdown-2.33%-16.11%

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

Similar to OPER and SCHR