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SCHR vs FSIG

Schwab Intermediate-Term U.S. Treasury ETF vs First Trust Limited Duration Investment Grade Corporate ETF

SCHR

Schwab Intermediate-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$13.0B

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

First Trust

Annual cost

0.44%

Fund size

$1.5B

Key differences

  • SCHR costs 0.41% less per year.
  • SCHR is significantly larger than FSIG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FSIG has delivered higher annualized returns.
  • SCHR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHRFSIG
Annual cost (TER)0.03%0.44%
Fund size (AUM)$13.0B$1.5B
Since20102021
Dividend yield3.89%4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.9%+4.7%
CAGR 3Y+3.3%+5.2%
CAGR 5Y+0.2%N/A
Sharpe 3Y-0.030.57
Volatility 1Y3.46%2.28%
Max drawdown-16.11%-6.89%

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

Similar to SCHR and FSIG