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SCHR vs SHY

Schwab Intermediate-Term U.S. Treasury ETF vs iShares 1-3 Year Treasury Bond ETF

SCHR

Schwab Intermediate-Term U.S. Treasury ETF

Annual cost

0.03%

Fund size

$13.0B

SHY

iShares 1-3 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$25.4B

Key differences

Both SCHR and SHY are fixed income ETFs. SCHR charges 0.03% a year and SHY 0.15%. The main difference: SCHR costs 0.12% less per year.

  • SCHR costs 0.12% less per year.
  • SHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHRSHY
Annual cost (TER)0.03%0.15%
Fund size (AUM)$13.0B$25.4B
Since20102002
Dividend yield3.91%3.71%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.5%+3.3%
CAGR 3Y+3.6%+4.1%
CAGR 5Y+0.1%+1.7%
Sharpe 3Y0.020.29
Volatility 1Y3.38%1.33%
Max drawdown-16.11%-5.71%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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