SCHR vs. FLGV
Compare and contrast key facts about Schwab Intermediate-Term U.S. Treasury ETF (SCHR) and Franklin Liberty U.S. Treasury Bond ETF (FLGV).
SCHR and FLGV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHR is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Treasury (3-10 Y). It was launched on Aug 5, 2010. FLGV is an actively managed fund by Franklin Templeton. It was launched on Jun 9, 2020.
Performance
SCHR vs. FLGV - Performance Comparison
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SCHR vs. FLGV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SCHR Schwab Intermediate-Term U.S. Treasury ETF | -0.04% | 7.33% | 1.42% | 4.27% | -10.58% | -2.62% | 0.01% |
FLGV Franklin Liberty U.S. Treasury Bond ETF | 0.19% | 6.22% | 0.62% | 4.18% | -11.53% | -2.39% | -0.27% |
Returns By Period
In the year-to-date period, SCHR achieves a -0.04% return, which is significantly lower than FLGV's 0.19% return.
SCHR
- 1D
- 0.20%
- 1M
- -1.64%
- YTD
- -0.04%
- 6M
- 1.03%
- 1Y
- 4.13%
- 3Y*
- 3.30%
- 5Y*
- 0.32%
- 10Y*
- 1.32%
FLGV
- 1D
- 0.12%
- 1M
- -1.62%
- YTD
- 0.19%
- 6M
- 0.98%
- 1Y
- 3.43%
- 3Y*
- 2.67%
- 5Y*
- 0.02%
- 10Y*
- —
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SCHR vs. FLGV - Expense Ratio Comparison
SCHR has a 0.05% expense ratio, which is lower than FLGV's 0.09% 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
SCHR vs. FLGV — Risk / Return Rank
SCHR
FLGV
SCHR vs. FLGV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Intermediate-Term U.S. Treasury ETF (SCHR) and Franklin Liberty U.S. Treasury Bond ETF (FLGV). 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.
| SCHR | FLGV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.84 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.25 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.51 | +0.30 |
Martin ratioReturn relative to average drawdown | 5.65 | 3.95 | +1.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCHR | FLGV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.84 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.00 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | -0.13 | +0.59 |
Correlation
The correlation between SCHR and FLGV is 0.93, 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
SCHR vs. FLGV - Dividend Comparison
SCHR's dividend yield for the trailing twelve months is around 3.86%, less than FLGV's 4.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHR Schwab Intermediate-Term U.S. Treasury ETF | 3.86% | 3.85% | 3.77% | 3.16% | 2.02% | 1.00% | 1.62% | 2.31% | 2.11% | 1.65% | 1.45% | 1.56% |
FLGV Franklin Liberty U.S. Treasury Bond ETF | 4.06% | 4.07% | 4.13% | 3.46% | 2.21% | 1.92% | 0.97% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCHR vs. FLGV - Drawdown Comparison
The maximum SCHR drawdown since its inception was -16.11%, smaller than the maximum FLGV drawdown of -17.63%. Use the drawdown chart below to compare losses from any high point for SCHR and FLGV.
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Drawdown Indicators
| SCHR | FLGV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.11% | -17.63% | +1.52% |
Max Drawdown (1Y)Largest decline over 1 year | -2.39% | -2.45% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -15.07% | -15.26% | +0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -16.11% | — | — |
Current DrawdownCurrent decline from peak | -1.98% | -5.41% | +3.43% |
Average DrawdownAverage peak-to-trough decline | -3.66% | -8.83% | +5.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 0.94% | -0.17% |
Volatility
SCHR vs. FLGV - Volatility Comparison
The current volatility for Schwab Intermediate-Term U.S. Treasury ETF (SCHR) is 1.35%, while Franklin Liberty U.S. Treasury Bond ETF (FLGV) has a volatility of 1.45%. This indicates that SCHR experiences smaller price fluctuations and is considered to be less risky than FLGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCHR | FLGV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.35% | 1.45% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 2.32% | 2.53% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.85% | 4.13% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.36% | 5.41% | -0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.47% | 5.19% | -0.72% |