Screener
USFR vs SCHQ
WisdomTree Floating Rate Treasury Fund vs Schwab Long-Term U.S. Treasury ETF
Key differences
Both USFR and SCHQ are fixed income ETFs. USFR charges 0.15% a year and SCHQ 0.03%. The main difference: SCHQ costs 0.12% less per year.
- SCHQ costs 0.12% less per year.
- USFR is much larger than SCHQ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, USFR has delivered higher annualized returns.
- USFR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| USFR | SCHQ | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.03% |
| Fund size (AUM) | $17.0B | $788M |
| Since | 2014 | 2019 |
| Dividend yield | 3.91% | 4.74% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.1% | +4.4% |
| CAGR 3Y | +4.6% | -0.2% |
| CAGR 5Y | +3.6% | -5.2% |
| Sharpe 3Y | 2.45 | -0.24 |
| Volatility 1Y | 0.27% | 8.83% |
| Max drawdown | -0.78% | -46.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.