Skip to content
Beacon
Screener

SCHR vs UTWY

Schwab Intermediate-Term U.S. Treasury ETF vs F/m US Treasury 20 Year Bond ETF

SCHR

Schwab Intermediate-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$13.0B

UTWY

F/m US Treasury 20 Year Bond ETF

F/m Investments LLC

Annual cost

0.15%

Fund size

$8M

Key differences

  • SCHR costs 0.12% less per year.
  • SCHR is significantly larger than UTWY — 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

SCHRUTWY
Annual cost (TER)0.03%0.15%
Fund size (AUM)$13.0B$8M
Since20102023
Dividend yield3.89%5.10%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.9%+5.0%
CAGR 3Y+2.9%-1.1%
CAGR 5Y+0.1%N/A
Sharpe 3Y-0.11-0.36
Volatility 1Y3.46%8.22%
Max drawdown-16.11%-18.19%

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

Similar to SCHR and UTWY