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SCHR vs. GOVT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHR vs. GOVT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab Intermediate-Term U.S. Treasury ETF (SCHR) and iShares U.S. Treasury Bond ETF (GOVT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCHR achieves a -0.76% return, which is significantly lower than GOVT's -0.44% return. Over the past 10 years, SCHR has outperformed GOVT with an annualized return of 1.15%, while GOVT has yielded a comparatively lower 0.79% annualized return.


SCHR

1D
-0.04%
1M
-0.88%
YTD
-0.76%
6M
-0.40%
1Y
3.59%
3Y*
3.39%
5Y*
-0.07%
10Y*
1.15%

GOVT

1D
-0.11%
1M
-0.70%
YTD
-0.44%
6M
-0.15%
1Y
3.62%
3Y*
2.77%
5Y*
-0.59%
10Y*
0.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHR vs. GOVT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
-0.76%7.33%1.42%4.27%-10.58%-2.62%7.72%6.18%1.46%1.59%
GOVT
iShares U.S. Treasury Bond ETF
-0.44%3.77%2.95%4.17%-13.39%-1.11%7.28%7.36%0.26%2.19%

Correlation

The correlation between SCHR and GOVT is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.95

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

0.96

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

0.95

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

0.93

Correlation (All Time)
Calculated using the full available price history since Feb 27, 2012

0.91

The correlation between SCHR and GOVT has been stable across timeframes, ranging from 0.91 to 0.96 - a consistent structural relationship.

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Return for Risk

SCHR vs. GOVT — Risk / Return Rank

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

SCHR
SCHR Risk / Return Rank: 3131
Overall Rank
SCHR Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
SCHR Sortino Ratio Rank: 3333
Sortino Ratio Rank
SCHR Omega Ratio Rank: 3030
Omega Ratio Rank
SCHR Calmar Ratio Rank: 2929
Calmar Ratio Rank
SCHR Martin Ratio Rank: 2929
Martin Ratio Rank

GOVT
GOVT Risk / Return Rank: 2929
Overall Rank
GOVT Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
GOVT Sortino Ratio Rank: 3131
Sortino Ratio Rank
GOVT Omega Ratio Rank: 2828
Omega Ratio Rank
GOVT Calmar Ratio Rank: 2929
Calmar Ratio Rank
GOVT Martin Ratio Rank: 2828
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.

SCHR vs. GOVT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab Intermediate-Term U.S. Treasury ETF (SCHR) and iShares U.S. Treasury Bond ETF (GOVT). 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.


SCHRGOVTDifference
Sharpe ratioReturn per unit of total volatility

+0.05

Sortino ratioReturn per unit of downside risk

+0.09

Omega ratioGain probability vs. loss probability

1.19

1.17

+0.01

Calmar ratioReturn relative to maximum drawdown

1.29

1.27

+0.02

Martin ratioReturn relative to average drawdown

3.75

3.66

+0.09

SCHR vs. GOVT - Sharpe Ratio Comparison

The current SCHR Sharpe Ratio is 1.07, which is comparable to the GOVT Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of SCHR and GOVT, 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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Sharpe Ratios by Period


SCHRGOVTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

1.02

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.01

-0.10

+0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.15

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.25

+0.18

Drawdowns

SCHR vs. GOVT - Drawdown Comparison

The maximum SCHR drawdown since its inception was -16.11%, smaller than the maximum GOVT drawdown of -19.07%. Use the drawdown chart below to compare losses from any high point for SCHR and GOVT.


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Drawdown Indicators


SCHRGOVTDifference

Max Drawdown

Largest peak-to-trough decline

-16.11%

-19.07%

+2.96%

Max Drawdown (1Y)

Largest decline over 1 year

-2.79%

-2.85%

+0.06%

Max Drawdown (3Y)

Largest decline over 3 years

-4.35%

-5.43%

+1.08%

Max Drawdown (5Y)

Largest decline over 5 years

-15.07%

-16.60%

+1.53%

Max Drawdown (10Y)

Largest decline over 10 years

-16.11%

-19.07%

+2.96%

Current Drawdown

Current decline from peak

-2.69%

-7.48%

+4.79%

Average Drawdown

Average peak-to-trough decline

-3.64%

-5.25%

+1.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.96%

0.99%

-0.03%

Volatility

SCHR vs. GOVT - Volatility Comparison

Schwab Intermediate-Term U.S. Treasury ETF (SCHR) and iShares U.S. Treasury Bond ETF (GOVT) have volatilities of 1.04% and 1.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHRGOVTDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.04%

1.05%

-0.01%

Volatility (6M)

Calculated over the trailing 6-month period

2.36%

2.53%

-0.17%

Volatility (1Y)

Calculated over the trailing 1-year period

3.36%

3.56%

-0.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.38%

6.04%

-0.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.47%

5.23%

-0.76%

SCHR vs. GOVT - Expense Ratio Comparison

Both SCHR and GOVT have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

SCHR vs. GOVT - Dividend Comparison

SCHR's dividend yield for the trailing twelve months is around 3.93%, more than GOVT's 3.60% yield.


PositionTTM20252024202320222021202020192018201720162015
GOVT
iShares U.S. Treasury Bond ETF
3.60%3.49%3.14%2.65%1.77%0.96%2.17%1.98%1.97%1.57%1.40%1.25%
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
3.93%3.85%3.77%3.16%2.02%1.00%1.62%2.31%2.11%1.65%1.45%1.56%

Frequently Asked Questions


With a correlation of 0.95, SCHR and GOVT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

GOVT has higher volatility (1.05%) compared to SCHR (1.04%). In terms of maximum drawdown, SCHR dropped -16.11% vs GOVT's -19.07%.

On 10-year performance, SCHR leads with 1.15% vs 0.79% for GOVT. Both ETFs have the same 0.05% expense ratio. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SCHR has performed better with a 1.15% return vs 0.79%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SCHR and GOVT have the same expense ratio: 0.05% per year.

SCHR has the higher dividend yield at 3.93%, compared with 3.60% for GOVT.

SCHR tracks Bloomberg US Treasury 3-10 Year Index, while GOVT tracks ICE U.S. Treasury Core Bond Index. They also come from different issuers: Charles Schwab and iShares.

SCHR currently has the higher Sharpe Ratio (1.07 vs 1.02), 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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