Screener
SCHZ vs SCHQ
Schwab U.S. Aggregate Bond ETF vs Schwab Long-Term U.S. Treasury ETF
Key differences
Both SCHZ and SCHQ are fixed income ETFs. SCHZ charges 0.03% a year and SCHQ 0.03%. The main difference: SCHZ is much larger than SCHQ. Larger funds are usually more liquid and less likely to close.
- SCHZ is much larger than SCHQ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SCHZ has delivered higher annualized returns.
- SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHZ | SCHQ | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.03% |
| Fund size (AUM) | $10.3B | $788M |
| Since | 2011 | 2019 |
| Dividend yield | 4.10% | 4.74% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.8% | +4.4% |
| CAGR 3Y | +4.2% | -0.2% |
| CAGR 5Y | +0.1% | -5.2% |
| Sharpe 3Y | 0.12 | -0.24 |
| Volatility 1Y | 3.77% | 8.83% |
| Max drawdown | -18.74% | -46.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.