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SCHQ vs FSIG

Schwab Long-Term U.S. Treasury ETF vs First Trust Limited Duration Investment Grade Corporate ETF

SCHQ

Schwab Long-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$897M

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

First Trust

Annual cost

0.44%

Fund size

$1.5B

Key differences

  • SCHQ costs 0.41% less per year.
  • Over the last 3 years, FSIG has delivered higher annualized returns.

Side-by-side comparison

SCHQFSIG
Annual cost (TER)0.03%0.44%
Fund size (AUM)$897M$1.5B
Since20192021
Dividend yield4.76%4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+4.7%
CAGR 3Y-0.5%+5.2%
CAGR 5Y-4.8%N/A
Sharpe 3Y-0.250.57
Volatility 1Y9.08%2.28%
Max drawdown-46.13%-6.89%

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

Similar to SCHQ and FSIG