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SCHR vs. VGLT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHR vs. VGLT - Performance Comparison

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

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Returns By Period

The year-to-date returns for both investments are quite close, with SCHR having a -0.43% return and VGLT slightly higher at -0.41%. Over the past 10 years, SCHR has outperformed VGLT with an annualized return of 1.23%, while VGLT has yielded a comparatively lower -1.10% annualized return.


SCHR

1D
-0.16%
1M
-0.15%
YTD
-0.43%
6M
-0.59%
1Y
3.55%
3Y*
3.41%
5Y*
0.05%
10Y*
1.23%

VGLT

1D
-0.40%
1M
0.71%
YTD
-0.41%
6M
-1.68%
1Y
5.25%
3Y*
-0.72%
5Y*
-5.30%
10Y*
-1.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHR vs. VGLT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
-0.43%7.33%1.42%4.27%-10.58%-2.62%7.72%6.18%1.46%1.59%
VGLT
Vanguard Long-Term Treasury ETF
-0.41%5.35%-6.28%3.27%-29.34%-4.98%17.57%14.30%-1.54%8.64%

Correlation

The correlation between SCHR and VGLT is 0.84, 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

0.84

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

0.88

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

0.87

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

0.85

Correlation (All Time)
Calculated using the full available price history since Aug 6, 2010

0.85

The correlation between SCHR and VGLT has been stable across timeframes, ranging from 0.84 to 0.88 - a consistent structural relationship.

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Return for Risk

SCHR vs. VGLT — Risk / Return Rank

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

SCHR
SCHR Risk / Return Rank: 2727
Overall Rank
SCHR Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
SCHR Sortino Ratio Rank: 2828
Sortino Ratio Rank
SCHR Omega Ratio Rank: 2626
Omega Ratio Rank
SCHR Calmar Ratio Rank: 2626
Calmar Ratio Rank
SCHR Martin Ratio Rank: 2727
Martin Ratio Rank

VGLT
VGLT Risk / Return Rank: 1818
Overall Rank
VGLT Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
VGLT Sortino Ratio Rank: 1717
Sortino Ratio Rank
VGLT Omega Ratio Rank: 1616
Omega Ratio Rank
VGLT Calmar Ratio Rank: 1818
Calmar Ratio Rank
VGLT Martin Ratio Rank: 1818
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. VGLT - Risk-Adjusted Trends Comparison

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


SCHRVGLTDifference
Sharpe ratioReturn per unit of total volatility

+0.44

Sortino ratioReturn per unit of downside risk

+0.66

Omega ratioGain probability vs. loss probability

1.18

1.10

+0.08

Calmar ratioReturn relative to maximum drawdown

1.27

0.75

+0.52

Martin ratioReturn relative to average drawdown

3.82

1.96

+1.86

SCHR vs. VGLT - Sharpe Ratio Comparison

The current SCHR Sharpe Ratio is 1.04, which is higher than the VGLT Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of SCHR and VGLT, 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


SCHRVGLTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.04

0.59

+0.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

-0.37

+0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.28

-0.08

+0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.19

+0.26

Drawdowns

SCHR vs. VGLT - Drawdown Comparison

The maximum SCHR drawdown since its inception was -16.11%, smaller than the maximum VGLT drawdown of -46.18%. Use the drawdown chart below to compare losses from any high point for SCHR and VGLT.


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Drawdown Indicators


SCHRVGLTDifference

Max Drawdown

Largest peak-to-trough decline

-16.11%

-46.18%

+30.07%

Max Drawdown (1Y)

Largest decline over 1 year

-2.79%

-7.01%

+4.22%

Max Drawdown (3Y)

Largest decline over 3 years

-4.35%

-17.68%

+13.33%

Max Drawdown (5Y)

Largest decline over 5 years

-15.07%

-40.98%

+25.91%

Max Drawdown (10Y)

Largest decline over 10 years

-16.11%

-46.18%

+30.07%

Current Drawdown

Current decline from peak

-2.37%

-36.83%

+34.46%

Average Drawdown

Average peak-to-trough decline

-3.64%

-15.06%

+11.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.93%

2.68%

-1.75%

Volatility

SCHR vs. VGLT - Volatility Comparison

The current volatility for Schwab Intermediate-Term U.S. Treasury ETF (SCHR) is 1.08%, while Vanguard Long-Term Treasury ETF (VGLT) has a volatility of 2.59%. This indicates that SCHR experiences smaller price fluctuations and is considered to be less risky than VGLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHRVGLTDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.08%

2.59%

-1.51%

Volatility (6M)

Calculated over the trailing 6-month period

2.35%

5.94%

-3.59%

Volatility (1Y)

Calculated over the trailing 1-year period

3.43%

8.88%

-5.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.38%

14.58%

-9.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.47%

13.81%

-9.34%

SCHR vs. VGLT - Expense Ratio Comparison

SCHR has a 0.05% expense ratio, which is higher than VGLT's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SCHR vs. VGLT - Dividend Comparison

SCHR's dividend yield for the trailing twelve months is around 3.92%, less than VGLT's 4.61% yield.


PositionTTM20252024202320222021202020192018201720162015
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
3.92%3.85%3.77%3.16%2.02%1.00%1.62%2.31%2.11%1.65%1.45%1.56%
VGLT
Vanguard Long-Term Treasury ETF
4.61%4.44%4.33%3.33%2.84%1.82%2.15%2.46%2.71%2.55%2.69%3.21%

Frequently Asked Questions


SCHR and VGLT have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VGLT has higher volatility (2.59%) compared to SCHR (1.08%). In terms of maximum drawdown, SCHR dropped -16.11% vs VGLT's -46.18%.

On 10-year performance, SCHR leads with 1.23% vs -1.10% for VGLT. On fees, VGLT is cheaper at 0.03% per year. On volatility, SCHR has been the lower-risk option at 1.08%. 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 1.23% return vs -1.10%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VGLT is cheaper with a 0.03% expense ratio, compared with 0.05% for SCHR.

VGLT has the higher dividend yield at 4.61%, compared with 3.92% for SCHR.

SCHR tracks Bloomberg US Treasury 3-10 Year Index, while VGLT tracks Bloomberg U.S. Long Treasury Index. They also come from different issuers: Charles Schwab and Vanguard. Their fees differ too: 0.05% for SCHR and 0.03% for VGLT.

SCHR currently has the higher Sharpe Ratio (1.04 vs 0.59), 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 SCHR and VGLT

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