Screener
SCHQ vs SDSI
Schwab Long-Term U.S. Treasury ETF vs American Century Short Duration Strategic Income ETF
Key differences
Both SCHQ and SDSI are fixed income ETFs. SCHQ charges 0.03% a year and SDSI 0.32%. The main difference: SCHQ follows a index tracking strategy; SDSI uses active selection.
- SCHQ follows a index tracking strategy; SDSI uses active selection.
- SCHQ costs 0.29% less per year.
- SCHQ is much larger than SDSI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SDSI has delivered higher annualized returns.
Side-by-side comparison
| SCHQ | SDSI | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.32% |
| Fund size (AUM) | $788M | $218M |
| Since | 2019 | 2022 |
| Dividend yield | 4.74% | 4.84% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.4% | +4.8% |
| CAGR 3Y | -0.2% | +5.7% |
| CAGR 5Y | -5.2% | N/A |
| Sharpe 3Y | -0.24 | 0.94 |
| Volatility 1Y | 8.83% | 1.65% |
| Max drawdown | -46.13% | -1.29% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.