Screener
SCHQ vs SHY
Schwab Long-Term U.S. Treasury ETF vs iShares 1-3 Year Treasury Bond ETF
Key differences
Both SCHQ and SHY are fixed income ETFs. SCHQ charges 0.03% a year and SHY 0.15%. The main difference: SCHQ costs 0.12% less per year.
- SCHQ costs 0.12% less per year.
- SHY is much larger than SCHQ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SHY has delivered higher annualized returns.
- SHY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHQ | SHY | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.15% |
| Fund size (AUM) | $788M | $25.4B |
| Since | 2019 | 2002 |
| Dividend yield | 4.74% | 3.71% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.4% | +3.3% |
| CAGR 3Y | -0.2% | +4.1% |
| CAGR 5Y | -5.2% | +1.7% |
| Sharpe 3Y | -0.24 | 0.29 |
| Volatility 1Y | 8.83% | 1.33% |
| Max drawdown | -46.13% | -5.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.