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SCHR vs LDSF

Schwab Intermediate-Term U.S. Treasury ETF vs First Trust Low Duration Strategic Focus ETF

SCHR

Schwab Intermediate-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$13.0B

LDSF

First Trust Low Duration Strategic Focus ETF

First Trust

Annual cost

0.77%

Fund size

$160M

Key differences

  • SCHR costs 0.74% less per year.
  • SCHR is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
  • SCHR follows a index tracking strategy; LDSF uses active selection.
  • Over the last 3 years, LDSF has delivered higher annualized returns.
  • SCHR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHRLDSF
Annual cost (TER)0.03%0.77%
Fund size (AUM)$13.0B$160M
Since20102019
Dividend yield3.89%4.61%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+3.9%+5.4%
CAGR 3Y+3.3%+5.4%
CAGR 5Y+0.2%+2.4%
Sharpe 3Y-0.030.63
Volatility 1Y3.46%2.06%
Max drawdown-16.11%-8.56%

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

Similar to SCHR and LDSF