IG vs SCHQ
vs
IG vs SCHQ
Principal Investment Grade Corporate ETF vs Schwab Long-Term US Treasury ETF
vs
✓All holdings
✓Overlap Analysis
✓ETF Screener
✓Compare ETFs
Quick Verdict
SCHQ has a lower expense ratio. IG delivered stronger 1-year returns. IG offers more diversification with 145 holdings.
Side-by-Side Comparison
| Metric | IG | SCHQ |
|---|---|---|
| Fund Family | Principal Funds | Charles Schwab Asset Management |
| Expense Ratio | 0.19% | 0.03% |
| AUM | $200M | $756M |
| Dividend Yield | 5.07% | 4.73% |
| Holdings Count | 248 | 98 |
| Inception Date | 2018-04-18 | 2019-10-10 |
| Investment Style | Long Term Mid Quality | Long Term Government Bond |
| 1-Month Return | +0.20% | +1.03% |
| YTD Return | +1.20% | +0.99% |
| 1-Year Return | +4.67% | +2.87% |
| 3-Year Return | +5.34% | -0.50% |
| 5-Year Return | -0.02% | -5.65% |
| 10-Year Return | - | - |
| Buy Score | 71 | 66 |
| Momentum Score | 30 | 25 |
| Value Score | 52 | - |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
145
Total Unique
Sector Allocation
Loading chart...
Frequently Asked Questions
Which has lower fees, IG or SCHQ?
IG has an expense ratio of 0.19% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.
Do IG and SCHQ hold the same stocks?
IG and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 145 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, IG or SCHQ?
Over the past year, IG returned +4.67% while SCHQ returned +2.87%. IG outperformed over this period. Past performance does not guarantee future results.