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TLDR vs SCHO

The Laddered T-Bill ETF vs Schwab Short-Term U.S. Treasury ETF

TLDR

The Laddered T-Bill ETF

Annual cost

0.20%

Fund size

$6M

SCHO

Schwab Short-Term U.S. Treasury ETF

Annual cost

0.03%

Fund size

$13.2B

Key differences

Both TLDR and SCHO are fixed income ETFs. TLDR charges 0.20% a year and SCHO 0.03%. The main difference: TLDR follows a active selection strategy; SCHO uses index tracking.

  • TLDR follows a active selection strategy; SCHO uses index tracking.
  • SCHO costs 0.17% less per year.
  • SCHO is much larger than TLDR. Larger funds are usually more liquid and less likely to close.
  • SCHO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TLDRSCHO
Annual cost (TER)0.20%0.03%
Fund size (AUM)$6M$13.2B
Since20262010
Dividend yield3.94%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+3.4%
CAGR 3YN/A+4.2%
CAGR 5YN/A+1.8%
Sharpe 3YN/A0.34
Volatility 1Y1.37%
Max drawdown-0.05%-5.69%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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