Screener
SMBS vs SCHO
Schwab Mortgage-Backed Securities ETF vs Schwab Short-Term U.S. Treasury ETF
Key differences
Both SMBS and SCHO are fixed income ETFs. SMBS charges 0.03% a year and SCHO 0.03%. The main difference: SCHO has a longer track record, which may reduce uncertainty around long-term behavior.
- SCHO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMBS | SCHO | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.03% |
| Fund size (AUM) | $6.4B | $13.2B |
| Since | 2024 | 2010 |
| Dividend yield | 5.14% | 3.94% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.2% | +3.4% |
| CAGR 3Y | N/A | +4.2% |
| CAGR 5Y | N/A | +1.8% |
| Sharpe 3Y | N/A | 0.34 |
| Volatility 1Y | 4.12% | 1.37% |
| Max drawdown | -3.20% | -5.69% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.