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SCHQ vs UTHY

Schwab Long-Term U.S. Treasury ETF vs F/m US Treasury 30 Year Bond ETF

SCHQ

Schwab Long-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$897M

UTHY

F/m US Treasury 30 Year Bond ETF

F/m Investments LLC

Annual cost

0.15%

Fund size

$26M

Key differences

  • SCHQ costs 0.12% less per year.
  • SCHQ is significantly larger than UTHY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHQ has delivered higher annualized returns.

Side-by-side comparison

SCHQUTHY
Annual cost (TER)0.03%0.15%
Fund size (AUM)$897M$26M
Since20192023
Dividend yield4.76%5.03%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.6%+5.0%
CAGR 3Y-1.3%-2.5%
CAGR 5Y-5.1%N/A
Sharpe 3Y-0.31-0.38
Volatility 1Y9.07%9.59%
Max drawdown-46.13%-21.86%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCHQ and UTHY