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SCHO vs UTHY

Schwab Short-Term U.S. Treasury ETF vs F/m US Treasury 30 Year Bond ETF

SCHO

Schwab Short-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$12.5B

UTHY

F/m US Treasury 30 Year Bond ETF

F/m Investments LLC

Annual cost

0.15%

Fund size

$26M

Key differences

  • SCHO costs 0.12% less per year.
  • SCHO is significantly larger than UTHY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHO has delivered higher annualized returns.
  • SCHO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHOUTHY
Annual cost (TER)0.03%0.15%
Fund size (AUM)$12.5B$26M
Since20102023
Dividend yield3.97%5.03%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.5%+5.0%
CAGR 3Y+3.9%-2.5%
CAGR 5Y+1.8%N/A
Sharpe 3Y0.20-0.38
Volatility 1Y1.38%9.59%
Max drawdown-5.69%-21.86%

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

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