Screener
SCHQ vs SPTI
Schwab Long-Term U.S. Treasury ETF vs State Street SPDR Portfolio Intermediate Term Treasury ETF
Key differences
- SPTI is significantly larger than SCHQ — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SPTI has delivered higher annualized returns.
- SPTI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHQ | SPTI | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.03% |
| Fund size (AUM) | $897M | $10.1B |
| Since | 2019 | 2007 |
| Dividend yield | 4.76% | 3.82% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.4% | +3.7% |
| CAGR 3Y | -0.3% | +3.4% |
| CAGR 5Y | -5.0% | +0.1% |
| Sharpe 3Y | -0.24 | -0.01 |
| Volatility 1Y | 8.99% | 3.42% |
| Max drawdown | -46.13% | -16.11% |
Similar to SCHQ and SPTI
Explore further