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VGLT vs. SCHR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VGLT vs. SCHR - Performance Comparison

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

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Returns By Period

In the year-to-date period, VGLT achieves a 0.03% return, which is significantly higher than SCHR's -0.27% return. Over the past 10 years, VGLT has underperformed SCHR with an annualized return of -1.21%, while SCHR has yielded a comparatively higher 1.19% annualized return.


VGLT

1D
-0.27%
1M
1.30%
YTD
0.03%
6M
0.49%
1Y
3.29%
3Y*
-0.30%
5Y*
-5.52%
10Y*
-1.21%

SCHR

1D
-0.12%
1M
0.05%
YTD
-0.27%
6M
0.04%
1Y
3.25%
3Y*
3.71%
5Y*
0.02%
10Y*
1.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VGLT vs. SCHR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VGLT
Vanguard Long-Term Treasury ETF
0.03%5.35%-6.28%3.27%-29.34%-4.98%17.57%14.30%-1.54%8.64%
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
-0.27%7.33%1.42%4.27%-10.58%-2.62%7.72%6.18%1.46%1.59%

Correlation

The correlation between VGLT and SCHR 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 (10Y)
Calculated over the trailing 10-year period

0.86

Correlation (All Time)
Calculated using the full available price history since Aug 5, 2010

0.85

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

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Return for Risk

VGLT vs. SCHR — Risk / Return Rank

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

VGLT
VGLT Risk / Return Rank: 1515
Overall Rank
VGLT Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
VGLT Sortino Ratio Rank: 1515
Sortino Ratio Rank
VGLT Omega Ratio Rank: 1414
Omega Ratio Rank
VGLT Calmar Ratio Rank: 1616
Calmar Ratio Rank
VGLT Martin Ratio Rank: 1616
Martin Ratio Rank

SCHR
SCHR Risk / Return Rank: 2929
Overall Rank
SCHR Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
SCHR Sortino Ratio Rank: 3131
Sortino Ratio Rank
SCHR Omega Ratio Rank: 2727
Omega Ratio Rank
SCHR Calmar Ratio Rank: 2727
Calmar Ratio Rank
SCHR Martin Ratio Rank: 2727
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.

VGLT vs. SCHR - Risk-Adjusted Trends Comparison

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

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VGLTSCHRDifference
Sharpe ratioReturn per unit of total volatility

-0.59

Sortino ratioReturn per unit of downside risk

-0.88

Omega ratioGain probability vs. loss probability

1.07

1.17

-0.10

Calmar ratioReturn relative to maximum drawdown

0.47

1.17

-0.70

Martin ratioReturn relative to average drawdown

1.19

3.29

-2.10

VGLT vs. SCHR - Sharpe Ratio Comparison

The current VGLT Sharpe Ratio is 0.38, which is lower than the SCHR Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of VGLT and SCHR, 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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Drawdowns

VGLT vs. SCHR - Drawdown Comparison

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


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Drawdown Indicators


VGLTSCHRDifference

Max Drawdown

Largest peak-to-trough decline

-46.18%

-16.11%

-30.07%

Max Drawdown (1Y)

Largest decline over 1 year

-7.01%

-2.79%

-4.22%

Max Drawdown (3Y)

Largest decline over 3 years

-17.68%

-4.35%

-13.33%

Max Drawdown (5Y)

Largest decline over 5 years

-40.98%

-15.07%

-25.91%

Max Drawdown (10Y)

Largest decline over 10 years

-46.18%

-16.11%

-30.07%

Current Drawdown

Current decline from peak

-36.55%

-2.21%

-34.34%

Average Drawdown

Average peak-to-trough decline

-15.09%

-3.64%

-11.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.78%

0.99%

+1.79%

Volatility

VGLT vs. SCHR - Volatility Comparison

Vanguard Long-Term Treasury ETF (VGLT) has a higher volatility of 2.69% compared to Schwab Intermediate-Term U.S. Treasury ETF (SCHR) at 1.11%. This indicates that VGLT's price experiences larger fluctuations and is considered to be riskier than SCHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VGLTSCHRDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.69%

1.11%

+1.58%

Volatility (6M)

Calculated over the trailing 6-month period

6.09%

2.40%

+3.69%

Volatility (1Y)

Calculated over the trailing 1-year period

8.78%

3.38%

+5.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.57%

5.38%

+9.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.82%

4.47%

+9.35%

VGLT vs. SCHR - Expense Ratio Comparison

VGLT has a 0.03% expense ratio, which is lower than SCHR's 0.05% 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%.


Dividends

VGLT vs. SCHR - Dividend Comparison

VGLT's dividend yield for the trailing twelve months is around 4.59%, more than SCHR's 3.91% yield.


PositionTTM20252024202320222021202020192018201720162015
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
3.91%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
4.59%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


VGLT and SCHR 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.

VGLT has higher volatility (2.69%) compared to SCHR (1.11%). In terms of maximum drawdown, VGLT dropped -46.18% vs SCHR's -16.11%.

On 10-year performance, SCHR leads with 1.19% vs -1.21% for VGLT. On fees, VGLT is cheaper at 0.03% per year. On volatility, SCHR has been the lower-risk option at 1.11%. 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 1.19% return vs -1.21%. 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 4.59%, compared with 3.91% for SCHR.

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

SCHR currently has the higher Sharpe Ratio (0.97 vs 0.38), 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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