IGBH vs SCHQ
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IGBH vs SCHQ
iShares Interest Rate Hedged Long-Term Corporate Bond ETF vs Schwab Long-Term US Treasury ETF
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Quick Verdict
SCHQ has a lower expense ratio. IGBH delivered stronger 1-year returns. SCHQ offers more diversification with 10 holdings.
Side-by-Side Comparison
| Metric | IGBH | SCHQ |
|---|---|---|
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management |
| Expense Ratio | 0.14% | 0.03% |
| AUM | $174M | $923M |
| Dividend Yield | 6.09% | 4.43% |
| Holdings Count | 274 | 97 |
| Inception Date | 2015-07-22 | 2019-10-10 |
| Investment Style | Ultrashort Term Bond | Long Term Government Bond |
| 1-Month Return | +0.89% | -0.06% |
| YTD Return | +0.85% | +0.09% |
| 1-Year Return | +7.33% | +4.22% |
| 3-Year Return | +7.78% | -1.99% |
| 5-Year Return | +5.04% | -6.92% |
| 10-Year Return | +4.61% | - |
| Buy Score | 60 | 61 |
| Momentum Score | 41 | 25 |
| Value Score | 63 | 73 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
12
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, IGBH or SCHQ?
IGBH has an expense ratio of 0.14% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.
Do IGBH and SCHQ hold the same stocks?
IGBH and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 12 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, IGBH or SCHQ?
Over the past year, IGBH returned +7.33% while SCHQ returned +4.22%. IGBH outperformed over this period. Past performance does not guarantee future results.