IBTF vs. SCHI
Compare and contrast key facts about iShares iBonds Dec 2025 Term Treasury ETF (IBTF) and Schwab 5-10 Year Corporate Bond ETF (SCHI).
IBTF and SCHI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBTF is a passively managed fund by iShares that tracks the performance of the ICE 2025 Maturity US Treasury Index. It was launched on Feb 25, 2020. SCHI is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Aggregate Credit - Corporate (5-10 Y). It was launched on Oct 10, 2019. Both IBTF and SCHI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBTF or SCHI.
Correlation
The correlation between IBTF and SCHI is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
IBTF vs. SCHI - Performance Comparison
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Key characteristics
IBTF:
0.94%
SCHI:
5.12%
IBTF:
-0.04%
SCHI:
-0.49%
IBTF:
0.00%
SCHI:
-0.45%
Returns By Period
IBTF
N/A
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SCHI
N/A
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IBTF vs. SCHI - Expense Ratio Comparison
IBTF has a 0.07% expense ratio, which is higher than SCHI's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IBTF vs. SCHI — Risk-Adjusted Performance Rank
IBTF
SCHI
IBTF vs. SCHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2025 Term Treasury ETF (IBTF) and Schwab 5-10 Year Corporate Bond ETF (SCHI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
IBTF vs. SCHI - Dividend Comparison
Neither IBTF nor SCHI has paid dividends to shareholders.
Drawdowns
IBTF vs. SCHI - Drawdown Comparison
The maximum IBTF drawdown since its inception was -0.04%, smaller than the maximum SCHI drawdown of -0.49%. Use the drawdown chart below to compare losses from any high point for IBTF and SCHI. For additional features, visit the drawdowns tool.
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Volatility
IBTF vs. SCHI - Volatility Comparison
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