SCHQ vs. XTWY
Compare and contrast key facts about Schwab Long-Term U.S. Treasury ETF (SCHQ) and Bondbloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY).
SCHQ and XTWY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHQ is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg U.S. Long Treasury Index. It was launched on Oct 10, 2019. XTWY is a passively managed fund by BondBloxx that tracks the performance of the Bloomberg US Treasury 20 Year Target Duration Index. It was launched on Sep 13, 2022. Both SCHQ and XTWY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SCHQ vs. XTWY - Performance Comparison
Loading graphics...
SCHQ vs. XTWY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SCHQ Schwab Long-Term U.S. Treasury ETF | -0.06% | 5.50% | -6.44% | 3.43% | -6.00% |
XTWY Bondbloxx Bloomberg Twenty Year Target Duration US Treasury ETF | 0.11% | 2.52% | -10.25% | 2.73% | -8.01% |
Returns By Period
In the year-to-date period, SCHQ achieves a -0.06% return, which is significantly lower than XTWY's 0.11% return.
SCHQ
- 1D
- -0.03%
- 1M
- -3.98%
- YTD
- -0.06%
- 6M
- -0.50%
- 1Y
- 0.41%
- 3Y*
- -1.56%
- 5Y*
- -4.81%
- 10Y*
- —
XTWY
- 1D
- -0.19%
- 1M
- -4.91%
- YTD
- 0.11%
- 6M
- -1.62%
- 1Y
- -1.96%
- 3Y*
- -4.30%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SCHQ vs. XTWY - Expense Ratio Comparison
SCHQ has a 0.03% expense ratio, which is lower than XTWY's 0.13% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
SCHQ vs. XTWY — Risk / Return Rank
SCHQ
XTWY
SCHQ vs. XTWY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Long-Term U.S. Treasury ETF (SCHQ) and Bondbloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY). 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.
| SCHQ | XTWY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.04 | -0.14 | +0.18 |
Sortino ratioReturn per unit of downside risk | 0.12 | -0.10 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.02 | 0.99 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.14 | -0.07 | +0.21 |
Martin ratioReturn relative to average drawdown | 0.31 | -0.15 | +0.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SCHQ | XTWY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | -0.14 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.33 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.25 | -0.22 | -0.04 |
Correlation
The correlation between SCHQ and XTWY is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SCHQ vs. XTWY - Dividend Comparison
SCHQ's dividend yield for the trailing twelve months is around 4.63%, which matches XTWY's 4.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SCHQ Schwab Long-Term U.S. Treasury ETF | 4.63% | 4.54% | 4.58% | 3.79% | 2.88% | 1.69% | 1.51% | 0.44% |
XTWY Bondbloxx Bloomberg Twenty Year Target Duration US Treasury ETF | 4.64% | 4.56% | 4.65% | 3.86% | 1.08% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCHQ vs. XTWY - Drawdown Comparison
The maximum SCHQ drawdown since its inception was -46.13%, which is greater than XTWY's maximum drawdown of -25.92%. Use the drawdown chart below to compare losses from any high point for SCHQ and XTWY.
Loading graphics...
Drawdown Indicators
| SCHQ | XTWY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.13% | -25.92% | -20.21% |
Max Drawdown (1Y)Largest decline over 1 year | -8.46% | -11.45% | +2.99% |
Max Drawdown (5Y)Largest decline over 5 years | -40.93% | — | — |
Current DrawdownCurrent decline from peak | -36.58% | -14.85% | -21.73% |
Average DrawdownAverage peak-to-trough decline | -26.08% | -12.08% | -14.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 5.76% | -1.89% |
Volatility
SCHQ vs. XTWY - Volatility Comparison
The current volatility for Schwab Long-Term U.S. Treasury ETF (SCHQ) is 3.46%, while Bondbloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) has a volatility of 4.27%. This indicates that SCHQ experiences smaller price fluctuations and is considered to be less risky than XTWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SCHQ | XTWY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 4.27% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 5.99% | 7.82% | -1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.39% | 13.68% | -3.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.56% | 17.93% | -3.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.49% | 17.93% | -2.44% |