SCHQ vs TYO

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Quick Verdict

SCHQ has a lower expense ratio. SCHQ delivered stronger 1-year returns. SCHQ offers more diversification with 10 holdings.

Side-by-Side Comparison

MetricSCHQTYO
Fund FamilyCharles Schwab Asset ManagementDirexion Shares ETF Trust
Expense Ratio0.03%1.00%
AUM$923M$9M
Dividend Yield4.43%3.85%
Holdings Count976
Inception Date2019-10-102009-04-16
Investment StyleLong Term Government BondTrading-Inverse Debt
1-Month Return-0.06%+1.89%
YTD Return+0.09%+1.51%
1-Year Return+4.22%-5.33%
3-Year Return-1.99%+7.45%
5-Year Return-6.92%+12.86%
10-Year Return-+0.23%
Buy Score6155
Momentum Score2540
Value Score--

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
10
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, SCHQ or TYO?

SCHQ has an expense ratio of 0.03% while TYO charges 1.00%. SCHQ is the cheaper option, saving you money on management fees over time.

Do SCHQ and TYO hold the same stocks?

SCHQ and TYO share 0 common holdings with a 0.0% weight overlap. They hold 10 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, SCHQ or TYO?

Over the past year, SCHQ returned +4.22% while TYO returned -5.33%. SCHQ outperformed over this period. Past performance does not guarantee future results.