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SCHO vs SPTL

Schwab Short-Term U.S. Treasury ETF vs State Street SPDR Portfolio Long Term Treasury ETF

SCHO

Schwab Short-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$12.5B

SPTL

State Street SPDR Portfolio Long Term Treasury ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$10.5B

Key differences

  • Over the last 3 years, SCHO has delivered higher annualized returns.

Side-by-side comparison

SCHOSPTL
Annual cost (TER)0.03%0.03%
Fund size (AUM)$12.5B$10.5B
Since20102007
Dividend yield3.97%4.20%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.5%+5.7%
CAGR 3Y+3.9%-1.2%
CAGR 5Y+1.8%-5.1%
Sharpe 3Y0.20-0.31
Volatility 1Y1.38%9.08%
Max drawdown-5.69%-46.20%

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

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