XSVN vs. SCHQ
Compare and contrast key facts about Bondbloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) and Schwab Long-Term U.S. Treasury ETF (SCHQ).
XSVN and SCHQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XSVN is a passively managed fund by BondBloxx that tracks the performance of the Bloomberg US Treasury 7 Year Target Duration Index. It was launched on Sep 13, 2022. SCHQ is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg U.S. Long Treasury Index. It was launched on Oct 10, 2019. Both XSVN and SCHQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
XSVN vs. SCHQ - Performance Comparison
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XSVN vs. SCHQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XSVN Bondbloxx Bloomberg Seven Year Target Duration US Treasury ETF | -0.14% | 8.18% | -0.35% | 3.91% | -1.71% |
SCHQ Schwab Long-Term U.S. Treasury ETF | -0.10% | 5.50% | -6.44% | 3.43% | -6.00% |
Returns By Period
In the year-to-date period, XSVN achieves a -0.14% return, which is significantly lower than SCHQ's -0.10% return.
XSVN
- 1D
- -0.10%
- 1M
- -1.76%
- YTD
- -0.14%
- 6M
- 0.49%
- 1Y
- 3.65%
- 3Y*
- 2.54%
- 5Y*
- —
- 10Y*
- —
SCHQ
- 1D
- -0.04%
- 1M
- -3.14%
- YTD
- -0.10%
- 6M
- -0.76%
- 1Y
- -0.34%
- 3Y*
- -1.57%
- 5Y*
- -4.82%
- 10Y*
- —
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XSVN vs. SCHQ - Expense Ratio Comparison
XSVN has a 0.05% expense ratio, which is higher than SCHQ'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%.
Return for Risk
XSVN vs. SCHQ — Risk / Return Rank
XSVN
SCHQ
XSVN vs. SCHQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bondbloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) 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.
| XSVN | SCHQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | -0.03 | +0.74 |
Sortino ratioReturn per unit of downside risk | 1.05 | 0.03 | +1.02 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.00 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 0.04 | +1.20 |
Martin ratioReturn relative to average drawdown | 3.10 | 0.10 | +3.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XSVN | SCHQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | -0.03 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.33 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | -0.25 | +0.63 |
Correlation
The correlation between XSVN and SCHQ is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
XSVN vs. SCHQ - Dividend Comparison
XSVN's dividend yield for the trailing twelve months is around 4.08%, less than SCHQ's 4.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XSVN Bondbloxx Bloomberg Seven Year Target Duration US Treasury ETF | 4.08% | 4.06% | 4.17% | 3.49% | 1.04% | 0.00% | 0.00% | 0.00% |
SCHQ Schwab Long-Term U.S. Treasury ETF | 4.73% | 4.54% | 4.58% | 3.79% | 2.88% | 1.69% | 1.51% | 0.44% |
Drawdowns
XSVN vs. SCHQ - Drawdown Comparison
The maximum XSVN drawdown since its inception was -9.45%, smaller than the maximum SCHQ drawdown of -46.13%. Use the drawdown chart below to compare losses from any high point for XSVN and SCHQ.
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Drawdown Indicators
| XSVN | SCHQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.45% | -46.13% | +36.68% |
Max Drawdown (1Y)Largest decline over 1 year | -3.18% | -8.46% | +5.28% |
Max Drawdown (5Y)Largest decline over 5 years | — | -40.93% | — |
Current DrawdownCurrent decline from peak | -2.33% | -36.61% | +34.28% |
Average DrawdownAverage peak-to-trough decline | -2.56% | -26.08% | +23.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.28% | 3.88% | -2.60% |
Volatility
XSVN vs. SCHQ - Volatility Comparison
The current volatility for Bondbloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) is 1.83%, while Schwab Long-Term U.S. Treasury ETF (SCHQ) has a volatility of 3.46%. This indicates that XSVN 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
| XSVN | SCHQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.83% | 3.46% | -1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 3.14% | 5.99% | -2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.20% | 10.36% | -5.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.29% | 14.55% | -7.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.29% | 15.48% | -8.19% |