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SCHQ vs. GSG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHQ vs. GSG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab Long-Term U.S. Treasury ETF (SCHQ) and iShares S&P GSCI Commodity-Indexed Trust (GSG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCHQ achieves a -2.90% return, which is significantly lower than GSG's 35.21% return.


SCHQ

1D
0.36%
1M
-3.17%
6M
-2.56%
YTD
-2.90%
1Y
-1.33%
3Y*
-0.04%
5Y*
-7.19%
10Y*
ALL TIME*
-4.12%

GSG

1D
-2.68%
1M
9.90%
6M
27.47%
YTD
35.21%
1Y
38.52%
3Y*
13.26%
5Y*
14.69%
10Y*
8.24%
ALL TIME*
-2.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$17.98M$16.40M$25.53M
$13.53M$14.79M$18.63M

SCHQ vs. GSG - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SCHQ
Schwab Long-Term U.S. Treasury ETF
-2.90%5.50%-6.44%3.43%-29.44%-4.86%17.73%-4.20%
GSG
iShares S&P GSCI Commodity-Indexed Trust
35.21%5.93%8.52%-5.51%24.08%38.77%-23.94%8.65%

Correlation

The correlation between SCHQ and GSG is -0.40, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


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

-0.40

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

-0.20

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

-0.15

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

-0.18

Over the past year, the inverse relationship between SCHQ and GSG has strengthened: their correlation has moved from -0.18 to -0.40, meaning they now move in opposite directions more often than their long-term average.

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Return for Risk

SCHQ vs. GSG — Risk / Return Rank

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

SCHQ
SCHQ Risk / Return Rank: 88
Overall Rank
SCHQ Sharpe Ratio Rank: 99
Sharpe Ratio Rank
SCHQ Sortino Ratio Rank: 88
Sortino Ratio Rank
SCHQ Omega Ratio Rank: 88
Omega Ratio Rank
SCHQ Calmar Ratio Rank: 99
Calmar Ratio Rank
SCHQ Martin Ratio Rank: 88
Martin Ratio Rank

GSG
GSG Risk / Return Rank: 6161
Overall Rank
GSG Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
GSG Sortino Ratio Rank: 6464
Sortino Ratio Rank
GSG Omega Ratio Rank: 6464
Omega Ratio Rank
GSG Calmar Ratio Rank: 5757
Calmar Ratio Rank
GSG Martin Ratio Rank: 5555
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.

SCHQ vs. GSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab Long-Term U.S. Treasury ETF (SCHQ) and iShares S&P GSCI Commodity-Indexed Trust (GSG). 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.


SCHQGSGDifference
Sharpe ratioReturn per unit of total volatility

-1.75

Sortino ratioReturn per unit of downside risk

-2.33

Omega ratioGain probability vs. loss probability

0.98

1.28

-0.30

Calmar ratioReturn relative to maximum drawdown

-0.19

2.06

-2.25

Martin ratioReturn relative to average drawdown

-0.41

6.61

-7.02

SCHQ vs. GSG - Sharpe Ratio Comparison

The current SCHQ Sharpe Ratio is -0.16, which is lower than the GSG Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of SCHQ and GSG, 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

SCHQ vs. GSG - Drawdown Comparison

The maximum SCHQ drawdown since its inception was -46.13%, smaller than the maximum GSG drawdown of -89.62%. Use the drawdown chart below to compare losses from any high point for SCHQ and GSG.


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Drawdown Indicators


SCHQGSGDifference

Max Drawdown

Largest peak-to-trough decline

-46.13%

-89.62%

+43.49%

Max Drawdown (1Y)

Largest decline over 1 year

-7.05%

-18.81%

+11.76%

Max Drawdown (3Y)

Largest decline over 3 years

-13.38%

-18.81%

+5.43%

Max Drawdown (5Y)

Largest decline over 5 years

-40.93%

-29.12%

-11.81%

Max Drawdown (10Y)

Largest decline over 10 years

-57.64%

Current Drawdown

Current decline from peak

-38.39%

-59.18%

+20.79%

Average Drawdown

Average peak-to-trough decline

-26.61%

-63.67%

+37.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.23%

5.85%

-2.62%

Volatility

SCHQ vs. GSG - Volatility Comparison

The current volatility for Schwab Long-Term U.S. Treasury ETF (SCHQ) is 2.30%, while iShares S&P GSCI Commodity-Indexed Trust (GSG) has a volatility of 8.75%. This indicates that SCHQ experiences smaller price fluctuations and is considered to be less risky than GSG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHQGSGDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.30%

8.75%

-6.45%

Volatility (6M)

Calculated over the trailing 6-month period

6.30%

22.27%

-15.97%

Volatility (1Y)

Calculated over the trailing 1-year period

8.41%

24.37%

-15.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.41%

22.89%

-8.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.20%

22.07%

-6.87%

SCHQ vs. GSG - Expense Ratio Comparison

SCHQ has a 0.03% expense ratio, which is lower than GSG's 0.75% expense ratio.


Dividends

SCHQ vs. GSG - Dividend Comparison

SCHQ's dividend yield for the trailing twelve months is around 4.92%, while GSG has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
GSG
iShares S&P GSCI Commodity-Indexed Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCHQ
Schwab Long-Term U.S. Treasury ETF
4.92%4.54%4.58%3.79%2.88%1.69%1.51%0.44%

Frequently Asked Questions


SCHQ and GSG have a correlation of -0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GSG has higher volatility (8.75%) compared to SCHQ (2.30%). In terms of maximum drawdown, SCHQ dropped -46.13% vs GSG's -89.62%.

On 5-year performance, GSG leads with 14.69% vs -7.19% for SCHQ. On fees, SCHQ is cheaper at 0.03% per year. On volatility, SCHQ has been the lower-risk option at 2.30%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, GSG has performed better with a 14.69% return vs -7.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SCHQ is cheaper with a 0.03% expense ratio, compared with 0.75% for GSG.

SCHQ has the higher dividend yield at 4.92%, compared with 0.00% for GSG.

SCHQ is categorized as Government Bonds, while GSG is Commodities. SCHQ tracks Bloomberg U.S. Long Treasury Index, while GSG tracks S&P GSCI Total Return Index. They also come from different issuers: Charles Schwab and iShares. Their fees differ too: 0.03% for SCHQ and 0.75% for GSG.

GSG currently has the higher Sharpe Ratio (1.59 vs -0.16), 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 SCHQ and GSG

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