SCHQ vs TYLG

SCHQ vs TYLG
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Quick Verdict

SCHQ has a lower expense ratio. TYLG delivered stronger 1-year returns. SCHQ offers more diversification with 100 holdings.

Lower Fees: SCHQHigher Returns: TYLGMore Diversified: SCHQ

Side-by-Side Comparison

MetricSCHQTYLGWinner
Expense Ratio0.03%0.60%
AUM$803M$15M
Dividend Yield4.91%8.89%
Holdings10078
YTD Return-2.72%+21.18%
1Y Return+0.09%+35.64%
3Y Return (annualized)+0.91%+23.66%
5Y Return (annualized)-7.20%-
Volatility (annualized)13.5%15.8%
Max Drawdown-46.7%-24.5%
Fund FamilyCharles Schwab Asset ManagementGlobal X by mirae Asset
CategoryFixed IncomeAlternative
InceptionOct 10, 2019Nov 21, 2022

SCHQ vs TYLG Performance

Schwab Long-Term US Treasury ETF (SCHQ) is a ETF from Charles Schwab Asset Management and Global X Information Technology Covered Call & Growth ETF (TYLG) is a ETF from Global X by mirae Asset. Over the past year SCHQ returned +0.09% while TYLG returned +35.64%. Year to date, SCHQ is down 2.72% versus a gain of 21.18% for TYLG.

Over three years, SCHQ compounded at +0.91% per year against +23.66% for TYLG. Across the full 4-year window we track, TYLG has the edge at +25.12% annualized vs -4.41%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TYLG has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 13.5% for SCHQ. 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 -46.7% for SCHQ and -24.5% for TYLG. 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHQ charges 0.03% per year while TYLG charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, SCHQ currently yields 4.91% against 8.89% for TYLG.

Holdings Overlap

0.0%overlap

SCHQ and TYLG share 0 holdings out of 166 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SCHQ or TYLG?

SCHQ has an expense ratio of 0.03% while TYLG charges 0.60%. SCHQ is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, SCHQ or TYLG?

Over the past year SCHQ returned +0.09% vs +35.64% for TYLG, so TYLG leads on 1-year performance. Over the longest common window we track (4 years), SCHQ annualized -4.41% vs +25.12% for TYLG. Past performance does not guarantee future results.

Which is riskier, SCHQ or TYLG?

TYLG has been the more volatile fund at 15.8% annualized versus 13.5% for SCHQ. Worst drawdown: SCHQ -46.7% vs TYLG -24.5%.

Should I hold both SCHQ and TYLG?

SCHQ and TYLG have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHQ and TYLG?

SCHQ and TYLG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 166 unique securities.

Which pays a higher dividend, SCHQ or TYLG?

SCHQ yields 4.91% while TYLG yields 8.89%, so TYLG currently pays the higher dividend yield.

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