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SCHQ vs LMBS
Schwab Long-Term U.S. Treasury ETF vs First Trust Low Duration Opportunities ETF
Key differences
- SCHQ costs 0.63% less per year.
- LMBS is significantly larger than SCHQ — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, LMBS has delivered higher annualized returns.
- LMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHQ | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.66% |
| Fund size (AUM) | $897M | $6.2B |
| Since | 2019 | 2014 |
| Dividend yield | 4.76% | 4.09% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.8% | +6.3% |
| CAGR 3Y | -0.5% | +5.8% |
| CAGR 5Y | -4.8% | +3.0% |
| Sharpe 3Y | -0.25 | 0.82 |
| Volatility 1Y | 9.08% | 1.98% |
| Max drawdown | -46.13% | -6.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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