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SCHO vs. SCHQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHO vs. SCHQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab Short-Term U.S. Treasury ETF (SCHO) and Schwab Long-Term U.S. Treasury ETF (SCHQ). 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 0.79% return, which is significantly higher than SCHQ's -3.25% return.


SCHO

1D
-0.04%
1M
0.04%
6M
0.58%
YTD
0.79%
1Y
2.63%
3Y*
4.31%
5Y*
1.87%
10Y*
1.72%
ALL TIME*
1.35%

SCHQ

1D
-0.63%
1M
-3.51%
6M
-3.16%
YTD
-3.25%
1Y
-1.68%
3Y*
-0.63%
5Y*
-7.05%
10Y*
ALL TIME*
-4.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$59.23M$61.44M$84.14M
$12.09M$14.21M$18.95M

SCHO vs. SCHQ - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SCHO
Schwab Short-Term U.S. Treasury ETF
0.79%5.49%3.65%4.31%-3.87%-0.64%3.11%0.14%
SCHQ
Schwab Long-Term U.S. Treasury ETF
-3.25%5.50%-6.44%3.43%-29.44%-4.86%17.73%-4.20%

Correlation

The correlation between SCHO and SCHQ is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.60

Correlation (3Y)
Balances recent behavior with more history.

0.64

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.63

Correlation (All Time)
Calculated using the full available price history since Oct 10, 2019

0.59

The correlation between SCHO and SCHQ has been stable across timeframes, ranging from 0.59 to 0.64 - a consistent structural relationship.

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Return for Risk

SCHO vs. SCHQ — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SCHO
SCHO Risk / Return Rank: 9191
Overall Rank
SCHO Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
SCHO Sortino Ratio Rank: 9393
Sortino Ratio Rank
SCHO Omega Ratio Rank: 9292
Omega Ratio Rank
SCHO Calmar Ratio Rank: 8989
Calmar Ratio Rank
SCHO Martin Ratio Rank: 9191
Martin Ratio Rank

SCHQ
SCHQ Risk / Return Rank: 1010
Overall Rank
SCHQ Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
SCHQ Sortino Ratio Rank: 99
Sortino Ratio Rank
SCHQ Omega Ratio Rank: 99
Omega Ratio Rank
SCHQ Calmar Ratio Rank: 1010
Calmar Ratio Rank
SCHQ Martin Ratio Rank: 1010
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SCHO vs. SCHQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab Short-Term U.S. Treasury ETF (SCHO) and Schwab Long-Term U.S. Treasury ETF (SCHQ). 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.


SCHOSCHQDifference
Sharpe ratioReturn per unit of total volatility

+2.27

Sortino ratioReturn per unit of downside risk

+3.56

Omega ratioGain probability vs. loss probability

1.45

1.00

+0.45

Calmar ratioReturn relative to maximum drawdown

3.66

-0.04

+3.71

Martin ratioReturn relative to average drawdown

15.34

-0.10

+15.44

SCHO vs. SCHQ - Sharpe Ratio Comparison

The current SCHO Sharpe Ratio is 2.24, which is higher than the SCHQ Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of SCHO and SCHQ, 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. SCHQ - Drawdown Comparison

The maximum SCHO drawdown since its inception was -5.69%, smaller than the maximum SCHQ drawdown of -46.13%. Use the drawdown chart below to compare losses from any high point for SCHO and SCHQ.


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Drawdown Indicators


SCHOSCHQDifference

Max Drawdown

Largest peak-to-trough decline

-5.69%

-46.13%

+40.44%

Max Drawdown (1Y)

Largest decline over 1 year

-0.86%

-7.05%

+6.19%

Max Drawdown (3Y)

Largest decline over 3 years

-0.98%

-13.38%

+12.40%

Max Drawdown (5Y)

Largest decline over 5 years

-5.69%

-40.93%

+35.24%

Max Drawdown (10Y)

Largest decline over 10 years

-5.69%

Current Drawdown

Current decline from peak

-0.04%

-38.61%

+38.57%

Average Drawdown

Average peak-to-trough decline

-0.61%

-26.60%

+25.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.20%

3.20%

-3.00%

Volatility

SCHO vs. SCHQ - Volatility Comparison

The current volatility for Schwab Short-Term U.S. Treasury ETF (SCHO) is 0.37%, while Schwab Long-Term U.S. Treasury ETF (SCHQ) has a volatility of 2.24%. This indicates that SCHO experiences smaller price fluctuations and is considered to be less risky than SCHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHOSCHQDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.37%

2.24%

-1.87%

Volatility (6M)

Calculated over the trailing 6-month period

1.03%

6.30%

-5.27%

Volatility (1Y)

Calculated over the trailing 1-year period

1.41%

8.50%

-7.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.00%

14.41%

-12.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.56%

15.20%

-13.64%

SCHO vs. SCHQ - Expense Ratio Comparison

Both SCHO and SCHQ have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

SCHO vs. SCHQ - Dividend Comparison

SCHO's dividend yield for the trailing twelve months is around 3.90%, less than SCHQ's 4.91% yield.


PositionTTM20252024202320222021202020192018201720162015
SCHO
Schwab Short-Term U.S. Treasury ETF
3.53%4.06%4.29%3.76%1.34%0.41%1.27%2.27%1.60%1.12%0.82%0.68%
SCHQ
Schwab Long-Term U.S. Treasury ETF
4.50%4.54%4.58%3.79%2.88%1.69%1.51%0.44%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SCHO and SCHQ have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SCHQ has higher volatility (2.24%) compared to SCHO (0.37%). In terms of maximum drawdown, SCHO dropped -5.69% vs SCHQ's -46.13%.

On 5-year performance, SCHO leads with 1.87% vs -7.05% for SCHQ. Both ETFs have the same 0.03% expense ratio. On volatility, SCHO has been the lower-risk option at 0.37%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SCHO has performed better with a 1.87% return vs -7.05%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SCHO and SCHQ have the same expense ratio: 0.03% per year.

SCHQ has the higher dividend yield at 4.50%, compared with 3.53% for SCHO.

SCHO tracks Bloomberg U.S. Treasury 1-3 Year Index, while SCHQ tracks Bloomberg U.S. Long Treasury Index.

SCHO currently has the higher Sharpe Ratio (2.24 vs -0.04), 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

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