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USFR vs SCHO

WisdomTree Floating Rate Treasury Fund vs Schwab Short-Term U.S. Treasury ETF

USFR

WisdomTree Floating Rate Treasury Fund

Annual cost

0.15%

Fund size

$17.0B

SCHO

Schwab Short-Term U.S. Treasury ETF

Annual cost

0.03%

Fund size

$13.2B

Key differences

Both USFR and SCHO are fixed income ETFs. USFR charges 0.15% a year and SCHO 0.03%. The main difference: SCHO costs 0.12% less per year.

  • SCHO costs 0.12% less per year.

Side-by-side comparison

USFRSCHO
Annual cost (TER)0.15%0.03%
Fund size (AUM)$17.0B$13.2B
Since20142010
Dividend yield3.91%3.94%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.1%+3.4%
CAGR 3Y+4.6%+4.2%
CAGR 5Y+3.6%+1.8%
Sharpe 3Y2.450.34
Volatility 1Y0.27%1.37%
Max drawdown-0.78%-5.69%

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

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