Screener
SCHR vs TUA
Schwab Intermediate-Term U.S. Treasury ETF vs Simplify Short Term Treasury Futures Strategy ETF
Key differences
Both SCHR and TUA are fixed income ETFs. SCHR charges 0.03% a year and TUA 0.25%. The main difference: SCHR follows a index tracking strategy; TUA uses active selection.
- SCHR follows a index tracking strategy; TUA uses active selection.
- SCHR costs 0.22% less per year.
- SCHR is much larger than TUA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SCHR has delivered higher annualized returns.
- SCHR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHR | TUA | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.25% |
| Fund size (AUM) | $13.0B | $757M |
| Since | 2010 | 2022 |
| Dividend yield | 3.91% | 3.53% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +2.8% | -3.4% |
| CAGR 3Y | +3.2% | -1.5% |
| CAGR 5Y | +0.0% | N/A |
| Sharpe 3Y | -0.07 | -0.51 |
| Volatility 1Y | 3.42% | 6.92% |
| Max drawdown | -16.11% | -15.85% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.