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SCHR vs FTCB

Schwab Intermediate-Term U.S. Treasury ETF vs First Trust Core Investment Grade ETF

SCHR

Schwab Intermediate-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$13.0B

FTCB

First Trust Core Investment Grade ETF

First Trust

Annual cost

0.56%

Fund size

$2.4B

Key differences

  • SCHR costs 0.53% less per year.
  • SCHR is significantly larger than FTCB — larger funds tend to be more liquid and less likely to close.
  • SCHR follows a index tracking strategy; FTCB uses active selection.
  • SCHR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHRFTCB
Annual cost (TER)0.03%0.56%
Fund size (AUM)$13.0B$2.4B
Since20102023
Dividend yield3.89%4.85%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+3.9%+6.7%
CAGR 3Y+3.3%N/A
CAGR 5Y+0.2%N/A
Sharpe 3Y-0.03N/A
Volatility 1Y3.46%4.11%
Max drawdown-16.11%-4.99%

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

Similar to SCHR and FTCB