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SCHQ vs TBLL

Schwab Long-Term U.S. Treasury ETF vs Invesco Short Term Treasury ETF

SCHQ

Schwab Long-Term U.S. Treasury ETF

Annual cost

0.03%

Fund size

$788M

TBLL

Invesco Short Term Treasury ETF

Annual cost

0.08%

Fund size

$2.5B

Key differences

Both SCHQ and TBLL are fixed income ETFs. SCHQ charges 0.03% a year and TBLL 0.08%. The main difference: SCHQ costs 0.05% less per year.

  • SCHQ costs 0.05% less per year.
  • TBLL is much larger than SCHQ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, TBLL has delivered higher annualized returns.

Side-by-side comparison

SCHQTBLL
Annual cost (TER)0.03%0.08%
Fund size (AUM)$788M$2.5B
Since20192017
Dividend yield4.74%3.81%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.4%+3.9%
CAGR 3Y-0.2%+4.7%
CAGR 5Y-5.2%+3.4%
Sharpe 3Y-0.242.01
Volatility 1Y8.83%0.19%
Max drawdown-46.13%-0.64%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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