Screener
SCHR vs SDSI
Schwab Intermediate-Term U.S. Treasury ETF vs American Century Short Duration Strategic Income ETF
Key differences
Both SCHR and SDSI are fixed income ETFs. SCHR charges 0.03% a year and SDSI 0.32%. The main difference: SCHR follows a index tracking strategy; SDSI uses active selection.
- SCHR follows a index tracking strategy; SDSI uses active selection.
- SCHR costs 0.29% less per year.
- SCHR is much larger than SDSI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SDSI has delivered higher annualized returns.
- SCHR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHR | SDSI | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.32% |
| Fund size (AUM) | $13.0B | $218M |
| Since | 2010 | 2022 |
| Dividend yield | 3.91% | 4.84% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +3.5% | +4.8% |
| CAGR 3Y | +3.6% | +5.7% |
| CAGR 5Y | +0.1% | N/A |
| Sharpe 3Y | 0.02 | 0.94 |
| Volatility 1Y | 3.38% | 1.65% |
| Max drawdown | -16.11% | -1.29% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.