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SCHO vs. FYLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHO vs. FYLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab Short-Term U.S. Treasury ETF (SCHO) and Cambria Foreign Shareholder Yield ETF (FYLD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCHO achieves a 0.58% return, which is significantly lower than FYLD's 19.06% return. Over the past 10 years, SCHO has underperformed FYLD with an annualized return of 1.71%, while FYLD has yielded a comparatively higher 11.83% annualized return.


SCHO

1D
0.04%
1M
0.31%
YTD
0.58%
6M
0.82%
1Y
3.47%
3Y*
4.27%
5Y*
1.86%
10Y*
1.71%

FYLD

1D
-0.75%
1M
-0.10%
YTD
19.06%
6M
19.12%
1Y
37.39%
3Y*
21.45%
5Y*
11.67%
10Y*
11.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHO vs. FYLD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCHO
Schwab Short-Term U.S. Treasury ETF
0.58%5.49%3.65%4.31%-3.87%-0.64%3.11%3.47%1.37%0.33%
FYLD
Cambria Foreign Shareholder Yield ETF
19.06%34.53%3.00%13.18%-5.53%18.67%4.17%17.83%-14.47%29.81%

Correlation

The correlation between SCHO and FYLD is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.18

Correlation (3Y)
Calculated over the trailing 3-year period

0.12

Correlation (5Y)
Calculated over the trailing 5-year period

0.08

Correlation (10Y)
Calculated over the trailing 10-year period

-0.06

Correlation (All Time)
Calculated using the full available price history since Dec 3, 2013

-0.07

The correlation between SCHO and FYLD shifts across timeframes, from -0.07 (all time) to 0.18 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SCHO vs. FYLD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCHO
SCHO Risk / Return Rank: 8989
Overall Rank
SCHO Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
SCHO Sortino Ratio Rank: 9393
Sortino Ratio Rank
SCHO Omega Ratio Rank: 9090
Omega Ratio Rank
SCHO Calmar Ratio Rank: 8383
Calmar Ratio Rank
SCHO Martin Ratio Rank: 8888
Martin Ratio Rank

FYLD
FYLD Risk / Return Rank: 9494
Overall Rank
FYLD Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
FYLD Sortino Ratio Rank: 9494
Sortino Ratio Rank
FYLD Omega Ratio Rank: 9292
Omega Ratio Rank
FYLD Calmar Ratio Rank: 9595
Calmar Ratio Rank
FYLD Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCHO vs. FYLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab Short-Term U.S. Treasury ETF (SCHO) and Cambria Foreign Shareholder Yield ETF (FYLD). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SCHOFYLDDifference
Sharpe ratioReturn per unit of total volatility

-0.61

Sortino ratioReturn per unit of downside risk

-0.18

Omega ratioGain probability vs. loss probability

1.52

1.56

-0.04

Calmar ratioReturn relative to maximum drawdown

4.06

6.91

-2.85

Martin ratioReturn relative to average drawdown

17.10

24.32

-7.21

SCHO vs. FYLD - Sharpe Ratio Comparison

The current SCHO Sharpe Ratio is 2.56, which is comparable to the FYLD Sharpe Ratio of 3.17. The chart below compares the historical Sharpe Ratios of SCHO and FYLD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SCHO vs. FYLD - Drawdown Comparison

The maximum SCHO drawdown since its inception was -5.69%, smaller than the maximum FYLD drawdown of -44.55%. Use the drawdown chart below to compare losses from any high point for SCHO and FYLD.


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Drawdown Indicators


SCHOFYLDDifference

Max Drawdown

Largest peak-to-trough decline

-5.69%

-44.55%

+38.86%

Max Drawdown (1Y)

Largest decline over 1 year

-0.86%

-5.44%

+4.58%

Max Drawdown (3Y)

Largest decline over 3 years

-0.98%

-15.15%

+14.17%

Max Drawdown (5Y)

Largest decline over 5 years

-5.69%

-25.12%

+19.43%

Max Drawdown (10Y)

Largest decline over 10 years

-5.69%

-44.55%

+38.86%

Current Drawdown

Current decline from peak

-0.10%

-1.08%

+0.98%

Average Drawdown

Average peak-to-trough decline

-0.61%

-8.81%

+8.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.20%

1.54%

-1.34%

Volatility

SCHO vs. FYLD - Volatility Comparison

The current volatility for Schwab Short-Term U.S. Treasury ETF (SCHO) is 0.43%, while Cambria Foreign Shareholder Yield ETF (FYLD) has a volatility of 3.78%. This indicates that SCHO experiences smaller price fluctuations and is considered to be less risky than FYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHOFYLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.43%

3.78%

-3.35%

Volatility (6M)

Calculated over the trailing 6-month period

0.93%

9.24%

-8.31%

Volatility (1Y)

Calculated over the trailing 1-year period

1.36%

11.87%

-10.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.98%

16.28%

-14.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.56%

18.01%

-16.45%

SCHO vs. FYLD - Expense Ratio Comparison

SCHO has a 0.03% expense ratio, which is lower than FYLD's 0.59% expense ratio.


Dividends

SCHO vs. FYLD - Dividend Comparison

SCHO's dividend yield for the trailing twelve months is around 3.90%, more than FYLD's 3.63% yield.


PositionTTM20252024202320222021202020192018201720162015
FYLD
Cambria Foreign Shareholder Yield ETF
3.63%4.07%5.41%6.06%6.13%4.74%3.94%3.73%5.17%2.85%2.72%3.98%
SCHO
Schwab Short-Term U.S. Treasury ETF
3.90%4.06%4.29%3.76%1.34%0.41%1.27%2.27%1.60%1.12%0.82%0.68%

Frequently Asked Questions


SCHO and FYLD have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FYLD has higher volatility (3.78%) compared to SCHO (0.43%). In terms of maximum drawdown, SCHO dropped -5.69% vs FYLD's -44.55%.

On 10-year performance, FYLD leads with 11.83% vs 1.71% for SCHO. On fees, SCHO is cheaper at 0.03% per year. On volatility, SCHO has been the lower-risk option at 0.43%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, FYLD has performed better with a 11.83% return vs 1.71%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SCHO is cheaper with a 0.03% expense ratio, compared with 0.59% for FYLD.

SCHO has the higher dividend yield at 3.90%, compared with 3.63% for FYLD.

SCHO is categorized as Government Bonds, while FYLD is Global Equities. They also come from different issuers: Charles Schwab and Cambria. Their fees differ too: 0.03% for SCHO and 0.59% for FYLD.

FYLD currently has the higher Sharpe Ratio (3.17 vs 2.56), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for SCHO and FYLD

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