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UTHY vs SCHO

F/m US Treasury 30 Year Bond ETF vs Schwab Short-Term U.S. Treasury ETF

UTHY

F/m US Treasury 30 Year Bond ETF

F/m Investments LLC

Annual cost

0.15%

Fund size

$26M

SCHO

Schwab Short-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$12.5B

Key differences

  • SCHO costs 0.12% less per year.
  • SCHO is significantly larger than UTHY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHO has delivered higher annualized returns.
  • SCHO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

UTHYSCHO
Annual cost (TER)0.15%0.03%
Fund size (AUM)$26M$12.5B
Since20232010
Dividend yield5.03%3.97%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.0%+3.5%
CAGR 3Y-2.5%+3.9%
CAGR 5YN/A+1.8%
Sharpe 3Y-0.380.20
Volatility 1Y9.59%1.38%
Max drawdown-21.86%-5.69%

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

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