HUSV vs SCHQ
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HUSV vs SCHQ
First Trust Horizon Managed Volatility Domestic ETF vs Schwab Long-Term US Treasury ETF
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Quick Verdict
SCHQ has a lower expense ratio. SCHQ delivered stronger 1-year returns. HUSV offers more diversification with 102 holdings.
Side-by-Side Comparison
| Metric | HUSV | SCHQ |
|---|---|---|
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management |
| Expense Ratio | 0.70% | 0.03% |
| AUM | $75M | $923M |
| Dividend Yield | 1.31% | 4.43% |
| Holdings Count | 102 | 97 |
| Inception Date | 2016-08-24 | 2019-10-10 |
| Investment Style | Large Cap Blend | Long Term Government Bond |
| 1-Month Return | +1.97% | -0.06% |
| YTD Return | +2.44% | +0.09% |
| 1-Year Return | +3.07% | +4.22% |
| 3-Year Return | +7.82% | -1.99% |
| 5-Year Return | +8.85% | -6.92% |
| 10-Year Return | - | - |
| Buy Score | 68 | 61 |
| Momentum Score | 46 | 25 |
| Value Score | 48 | 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, HUSV or SCHQ?
HUSV has an expense ratio of 0.70% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.
Do HUSV and SCHQ hold the same stocks?
HUSV 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, HUSV or SCHQ?
Over the past year, HUSV returned +3.07% while SCHQ returned +4.22%. SCHQ outperformed over this period. Past performance does not guarantee future results.