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SCHR vs UTHY

Schwab Intermediate-Term U.S. Treasury ETF vs F/m US Treasury 30 Year Bond ETF

SCHR

Schwab Intermediate-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$13.0B

UTHY

F/m US Treasury 30 Year Bond ETF

F/m Investments LLC

Annual cost

0.15%

Fund size

$26M

Key differences

  • SCHR costs 0.12% less per year.
  • SCHR is significantly larger than UTHY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 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

SCHRUTHY
Annual cost (TER)0.03%0.15%
Fund size (AUM)$13.0B$26M
Since20102023
Dividend yield3.89%5.03%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.9%+5.0%
CAGR 3Y+2.9%-2.5%
CAGR 5Y+0.1%N/A
Sharpe 3Y-0.11-0.38
Volatility 1Y3.46%9.59%
Max drawdown-16.11%-21.86%

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

Similar to SCHR and UTHY