Screener
SCHQ vs MSTI
Schwab Long-Term U.S. Treasury ETF vs Madison Short-Term Strategic Income ETF
Key differences
Both SCHQ and MSTI are fixed income ETFs. SCHQ charges 0.03% a year and MSTI 0.36%. The main difference: SCHQ follows a index tracking strategy; MSTI uses active selection.
- SCHQ follows a index tracking strategy; MSTI uses active selection.
- SCHQ costs 0.33% less per year.
- SCHQ is much larger than MSTI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| SCHQ | MSTI | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.36% |
| Fund size (AUM) | $788M | $49M |
| Since | 2019 | 2023 |
| Dividend yield | 4.74% | 5.31% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.4% | +4.2% |
| CAGR 3Y | -0.2% | N/A |
| CAGR 5Y | -5.2% | N/A |
| Sharpe 3Y | -0.24 | N/A |
| Volatility 1Y | 8.83% | 2.44% |
| Max drawdown | -46.13% | -1.47% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.