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 97 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 Score2541
Value Score7336

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, 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 0 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.