FAAR vs SCHQ

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Quick Verdict

SCHQ has a lower expense ratio. FAAR delivered stronger 1-year returns. SCHQ offers more diversification with 97 holdings.

Side-by-Side Comparison

MetricFAARSCHQ
Fund FamilyFirst Trust Portfolios (US)Charles Schwab Asset Management
Expense Ratio0.97%0.03%
AUM$165M$923M
Dividend Yield10.44%4.43%
Holdings Count3097
Inception Date2016-05-182019-10-10
Investment StyleCommoditiesLong Term Government Bond
1-Month Return+3.07%-0.06%
YTD Return+11.28%+0.09%
1-Year Return+19.40%+4.22%
3-Year Return+6.43%-1.99%
5-Year Return+7.18%-6.92%
10-Year Return--
Buy Score6561
Momentum Score8625
Value Score5573

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FAAR or SCHQ?

FAAR has an expense ratio of 0.97% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.

Do FAAR and SCHQ hold the same stocks?

FAAR and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FAAR or SCHQ?

Over the past year, FAAR returned +19.40% while SCHQ returned +4.22%. FAAR outperformed over this period. Past performance does not guarantee future results.