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SCHR vs LMBS

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

SCHR

Schwab Intermediate-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$13.0B

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

Key differences

  • SCHR costs 0.63% less per year.
  • Over the last 3 years, LMBS has delivered higher annualized returns.

Side-by-side comparison

SCHRLMBS
Annual cost (TER)0.03%0.66%
Fund size (AUM)$13.0B$6.2B
Since20102014
Dividend yield3.89%4.09%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.9%+6.3%
CAGR 3Y+3.3%+5.8%
CAGR 5Y+0.2%+3.0%
Sharpe 3Y-0.030.82
Volatility 1Y3.46%1.98%
Max drawdown-16.11%-6.48%

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

Similar to SCHR and LMBS