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. IGBH offers more diversification with 274 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
0
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 0 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.