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SHV vs SCHR

iShares 0–1 Year Treasury Bond ETF vs Schwab Intermediate-Term U.S. Treasury ETF

SHV

iShares 0–1 Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$20.6B

SCHR

Schwab Intermediate-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$13.0B

Key differences

  • SCHR costs 0.12% less per year.
  • Over the last 3 years, SHV has delivered higher annualized returns.

Side-by-side comparison

SHVSCHR
Annual cost (TER)0.15%0.03%
Fund size (AUM)$20.6B$13.0B
Since20072010
Dividend yield3.92%3.89%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.0%+3.9%
CAGR 3Y+4.7%+2.9%
CAGR 5Y+3.3%+0.1%
Sharpe 3Y4.33-0.11
Volatility 1Y0.21%3.46%
Max drawdown-0.45%-16.11%

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

Similar to SHV and SCHR