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SCHR vs TLT

Schwab Intermediate-Term U.S. Treasury ETF vs iShares 20+ Year Treasury Bond ETF

SCHR

Schwab Intermediate-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$13.0B

TLT

iShares 20+ Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$42.9B

Key differences

  • SCHR costs 0.12% less per year.
  • TLT is significantly larger than SCHR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHR has delivered higher annualized returns.
  • TLT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHRTLT
Annual cost (TER)0.03%0.15%
Fund size (AUM)$13.0B$42.9B
Since20102002
Dividend yield3.89%4.57%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.9%+5.4%
CAGR 3Y+2.9%-2.3%
CAGR 5Y+0.1%-6.1%
Sharpe 3Y-0.11-0.35
Volatility 1Y3.46%9.95%
Max drawdown-16.11%-48.35%

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

Similar to SCHR and TLT