FTKI vs SCHQ
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FTKI vs SCHQ
First Trust Small Cap BuyWrite Income ETF vs Schwab Long-Term US Treasury ETF
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Quick Verdict
SCHQ has a lower expense ratio. FTKI offers more diversification with 174 holdings.
Side-by-Side Comparison
| Metric | FTKI | SCHQ |
|---|---|---|
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management |
| Expense Ratio | 0.85% | 0.03% |
| AUM | $24M | $923M |
| Dividend Yield | 11.14% | 4.43% |
| Holdings Count | 181 | 97 |
| Inception Date | 2025-02-26 | 2019-10-10 |
| Investment Style | Small Cap Blend | Long Term Government Bond |
| 1-Month Return | +1.96% | -0.06% |
| YTD Return | +1.10% | +0.09% |
| 1-Year Return | - | +4.22% |
| 3-Year Return | - | -1.99% |
| 5-Year Return | - | -6.92% |
| 10-Year Return | - | - |
| Buy Score | 54 | 61 |
| Momentum Score | 44 | 25 |
| Value Score | 33 | 73 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
184
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, FTKI or SCHQ?
FTKI has an expense ratio of 0.85% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.
Do FTKI and SCHQ hold the same stocks?
FTKI and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 184 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, FTKI or SCHQ?
Historical return data is not currently available for comparison.