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 181 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
0
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 0 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.