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VGIT vs. SCHQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VGIT vs. SCHQ - Performance Comparison

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

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Returns By Period

In the year-to-date period, VGIT achieves a -0.46% return, which is significantly lower than SCHQ's -0.43% return.


VGIT

1D
-0.19%
1M
-0.16%
YTD
-0.46%
6M
-0.60%
1Y
3.54%
3Y*
3.40%
5Y*
0.05%
10Y*
1.23%

SCHQ

1D
-0.45%
1M
0.65%
YTD
-0.43%
6M
-1.74%
1Y
5.22%
3Y*
-0.72%
5Y*
-5.29%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VGIT vs. SCHQ - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
VGIT
Vanguard Intermediate-Term Treasury ETF
-0.46%7.34%1.39%4.28%-10.53%-2.64%7.71%-0.80%
SCHQ
Schwab Long-Term U.S. Treasury ETF
-0.43%5.50%-6.44%3.43%-29.44%-4.86%17.73%-4.02%

Correlation

The correlation between VGIT and SCHQ is 0.85, 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

0.85

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

0.88

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

0.87

Correlation (All Time)
Calculated using the full available price history since Oct 11, 2019

0.86

The correlation between VGIT and SCHQ has been stable across timeframes, ranging from 0.85 to 0.88 - a consistent structural relationship.

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Return for Risk

VGIT vs. SCHQ — Risk / Return Rank

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

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

SCHQ
SCHQ Risk / Return Rank: 1717
Overall Rank
SCHQ Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
SCHQ Sortino Ratio Rank: 1717
Sortino Ratio Rank
SCHQ Omega Ratio Rank: 1616
Omega Ratio Rank
SCHQ Calmar Ratio Rank: 1818
Calmar Ratio Rank
SCHQ 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.

VGIT vs. SCHQ - Risk-Adjusted Trends Comparison

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


VGITSCHQDifference
Sharpe ratioReturn per unit of total volatility

+0.46

Sortino ratioReturn per unit of downside risk

+0.69

Omega ratioGain probability vs. loss probability

1.18

1.10

+0.08

Calmar ratioReturn relative to maximum drawdown

1.25

0.75

+0.51

Martin ratioReturn relative to average drawdown

3.75

1.94

+1.82

VGIT vs. SCHQ - Sharpe Ratio Comparison

The current VGIT Sharpe Ratio is 1.05, which is higher than the SCHQ Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of VGIT and SCHQ, 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


VGITSCHQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.05

0.59

+0.46

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

0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

-0.25

+0.75

Drawdowns

VGIT vs. SCHQ - Drawdown Comparison

The maximum VGIT drawdown since its inception was -16.05%, smaller than the maximum SCHQ drawdown of -46.13%. Use the drawdown chart below to compare losses from any high point for VGIT and SCHQ.


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Drawdown Indicators


VGITSCHQDifference

Max Drawdown

Largest peak-to-trough decline

-16.05%

-46.13%

+30.08%

Max Drawdown (1Y)

Largest decline over 1 year

-2.83%

-7.01%

+4.18%

Max Drawdown (3Y)

Largest decline over 3 years

-4.34%

-17.65%

+13.31%

Max Drawdown (5Y)

Largest decline over 5 years

-15.02%

-40.93%

+25.91%

Max Drawdown (10Y)

Largest decline over 10 years

-16.05%

Current Drawdown

Current decline from peak

-2.39%

-36.82%

+34.43%

Average Drawdown

Average peak-to-trough decline

-3.52%

-26.36%

+22.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.94%

2.70%

-1.76%

Volatility

VGIT vs. SCHQ - Volatility Comparison

The current volatility for Vanguard Intermediate-Term Treasury ETF (VGIT) is 1.05%, while Schwab Long-Term U.S. Treasury ETF (SCHQ) has a volatility of 2.57%. This indicates that VGIT experiences smaller price fluctuations and is considered to be less risky than SCHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VGITSCHQDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.05%

2.57%

-1.52%

Volatility (6M)

Calculated over the trailing 6-month period

2.33%

5.94%

-3.61%

Volatility (1Y)

Calculated over the trailing 1-year period

3.38%

8.93%

-5.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.38%

14.54%

-9.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.50%

15.33%

-10.83%

VGIT vs. SCHQ - Expense Ratio Comparison

Both VGIT and SCHQ have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

VGIT vs. SCHQ - Dividend Comparison

VGIT's dividend yield for the trailing twelve months is around 3.87%, less than SCHQ's 4.79% yield.


PositionTTM20252024202320222021202020192018201720162015
SCHQ
Schwab Long-Term U.S. Treasury ETF
4.79%4.54%4.58%3.79%2.88%1.69%1.51%0.44%0.00%0.00%0.00%0.00%
VGIT
Vanguard Intermediate-Term Treasury ETF
3.87%3.79%3.67%2.73%1.74%1.69%2.23%2.24%2.05%1.67%1.69%1.69%

Frequently Asked Questions


VGIT and SCHQ have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SCHQ has higher volatility (2.57%) compared to VGIT (1.05%). In terms of maximum drawdown, VGIT dropped -16.05% vs SCHQ's -46.13%.

On 5-year performance, VGIT leads with 0.05% vs -5.29% for SCHQ. Both ETFs have the same 0.03% expense ratio. On volatility, VGIT has been the lower-risk option at 1.05%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, VGIT has performed better with a 0.05% return vs -5.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VGIT and SCHQ have the same expense ratio: 0.03% per year.

SCHQ has the higher dividend yield at 4.79%, compared with 3.87% for VGIT.

VGIT tracks Bloomberg U.S. Treasury 3-10 Year Index, while SCHQ tracks Bloomberg U.S. Long Treasury Index. They also come from different issuers: Vanguard and Charles Schwab.

VGIT currently has the higher Sharpe Ratio (1.05 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

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