SNSXX vs. BIL
Compare and contrast key facts about Schwab U.S. Treasury Money Fund (SNSXX) and SPDR Barclays 1-3 Month T-Bill ETF (BIL).
SNSXX is managed by Charles Schwab. It was launched on Jan 17, 2018. BIL is a passively managed fund by State Street that tracks the performance of the Barclays Capital U.S. 1-3 Month Treasury Bill Index. It was launched on May 25, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SNSXX or BIL.
Performance
SNSXX vs. BIL - Performance Comparison
Returns By Period
In the year-to-date period, SNSXX achieves a 3.58% return, which is significantly lower than BIL's 4.71% return. Over the past 10 years, SNSXX has underperformed BIL with an annualized return of 1.20%, while BIL has yielded a comparatively higher 1.57% annualized return.
SNSXX
3.58%
0.00%
2.09%
4.26%
1.99%
1.20%
BIL
4.71%
0.40%
2.52%
5.25%
2.28%
1.57%
Key characteristics
| SNSXX | BIL | |
|---|---|---|
| Sharpe Ratio | 3.18 | 20.34 |
| Ulcer Index | 0.00% | 0.00% |
| Daily Std Dev | 1.33% | 0.26% |
| Max Drawdown | 0.00% | -0.77% |
| Current Drawdown | 0.00% | 0.00% |
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SNSXX vs. BIL - Expense Ratio Comparison
Correlation
The correlation between SNSXX and BIL is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
SNSXX vs. BIL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Treasury Money Fund (SNSXX) and SPDR Barclays 1-3 Month T-Bill ETF (BIL). 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.
Dividends
SNSXX vs. BIL - Dividend Comparison
SNSXX's dividend yield for the trailing twelve months is around 4.17%, less than BIL's 5.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
SNSXX Schwab U.S. Treasury Money Fund | 4.17% | 4.61% | 1.28% | 0.02% | 0.27% | 1.47% | 0.78% | 0.00% | 0.00% |
BIL SPDR Barclays 1-3 Month T-Bill ETF | 5.15% | 4.92% | 1.35% | 0.00% | 0.30% | 2.05% | 1.66% | 0.68% | 0.07% |
Drawdowns
SNSXX vs. BIL - Drawdown Comparison
The maximum SNSXX drawdown since its inception was 0.00%, smaller than the maximum BIL drawdown of -0.77%. Use the drawdown chart below to compare losses from any high point for SNSXX and BIL. For additional features, visit the drawdowns tool.
Volatility
SNSXX vs. BIL - Volatility Comparison
The current volatility for Schwab U.S. Treasury Money Fund (SNSXX) is 0.00%, while SPDR Barclays 1-3 Month T-Bill ETF (BIL) has a volatility of 0.08%. This indicates that SNSXX experiences smaller price fluctuations and is considered to be less risky than BIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.