HUSV vs SCHQ
First Trust Horizon Managed Volatility Domestic ETF vs Schwab Long-Term US Treasury ETF
Quick Verdict
SCHQ has a lower expense ratio. HUSV delivered stronger 1-year returns. HUSV offers more diversification with 101 holdings.
Side-by-Side Comparison
| Metric | HUSV | SCHQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $74M | $806M | |
| Dividend Yield | 1.37% | 4.73% | |
| Holdings | 101 | 98 | |
| YTD Return | +7.92% | -3.15% | |
| 1Y Return | +5.19% | -0.88% | |
| 3Y Return (annualized) | +9.65% | +0.10% | |
| 5Y Return (annualized) | +5.95% | -6.79% | |
| Volatility (annualized) | 13.2% | 13.5% | |
| Max Drawdown | -35.7% | -46.7% | |
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management | |
| Category | Equity | Fixed Income | |
| Inception | Aug 24, 2016 | Oct 10, 2019 |
HUSV vs SCHQ Performance
First Trust Horizon Managed Volatility Domestic ETF (HUSV) is a ETF from First Trust Portfolios (US) and Schwab Long-Term US Treasury ETF (SCHQ) is a ETF from Charles Schwab Asset Management. Over the past year HUSV returned +5.19% while SCHQ returned -0.88%. Year to date, HUSV is up 7.92% versus a loss of 3.15% for SCHQ.
Over three years, HUSV compounded at +9.65% per year against +0.10% for SCHQ; over five years the annualized figures are +5.95% and -6.79% respectively. Across the full 7-year window we track, HUSV has the edge at +8.44% annualized vs -4.49%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHQ has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 13.2% for HUSV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -35.7% for HUSV and -46.7% for SCHQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.20. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HUSV charges 0.70% per year while SCHQ charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, HUSV currently yields 1.37% against 4.73% for SCHQ.
Frequently Asked Questions
Which is cheaper, HUSV or SCHQ?
HUSV has an expense ratio of 0.70% while SCHQ charges 0.03%. SCHQ is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
Which performed better, HUSV or SCHQ?
Over the past year HUSV returned +5.19% vs -0.88% for SCHQ, so HUSV leads on 1-year performance. Over the longest common window we track (7 years), HUSV annualized +8.44% vs -4.49% for SCHQ. Past performance does not guarantee future results.
Which is riskier, HUSV or SCHQ?
SCHQ has been the more volatile fund at 13.5% annualized versus 13.2% for HUSV. Worst drawdown: HUSV -35.7% vs SCHQ -46.7%.
Should I hold both HUSV and SCHQ?
HUSV and SCHQ have a monthly-return correlation of 0.20, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, HUSV or SCHQ?
HUSV yields 1.37% while SCHQ yields 4.73%, so SCHQ currently pays the higher dividend yield.
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