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UTHY vs SCHQ

F/m US Treasury 30 Year Bond ETF vs Schwab Long-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

SCHQ

Schwab Long-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$897M

Key differences

  • SCHQ costs 0.12% less per year.
  • SCHQ is significantly larger than UTHY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHQ has delivered higher annualized returns.

Side-by-side comparison

UTHYSCHQ
Annual cost (TER)0.15%0.03%
Fund size (AUM)$26M$897M
Since20232019
Dividend yield5.03%4.76%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.0%+5.6%
CAGR 3Y-2.5%-1.3%
CAGR 5YN/A-5.1%
Sharpe 3Y-0.38-0.31
Volatility 1Y9.59%9.07%
Max drawdown-21.86%-46.13%

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

Similar to UTHY and SCHQ