Skip to content
Beacon
Screener

SCHQ vs LDSF

Schwab Long-Term U.S. Treasury ETF vs First Trust Low Duration Strategic Focus ETF

SCHQ

Schwab Long-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$897M

LDSF

First Trust Low Duration Strategic Focus ETF

First Trust

Annual cost

0.77%

Fund size

$160M

Key differences

  • SCHQ costs 0.74% less per year.
  • SCHQ is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
  • SCHQ follows a index tracking strategy; LDSF uses active selection.
  • Over the last 3 years, LDSF has delivered higher annualized returns.

Side-by-side comparison

SCHQLDSF
Annual cost (TER)0.03%0.77%
Fund size (AUM)$897M$160M
Since20192019
Dividend yield4.76%4.61%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+5.8%+5.4%
CAGR 3Y-0.5%+5.4%
CAGR 5Y-4.8%+2.4%
Sharpe 3Y-0.250.63
Volatility 1Y9.08%2.06%
Max drawdown-46.13%-8.56%

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

Similar to SCHQ and LDSF