Find Comparable ETFs for Schwab Short-Term U.S. Treasury ETF
Schwab Short-Term U.S. Treasury ETF
SCHO - PCXVanguard Short-Term Treasury Index Fund ETF Shares
VGSH - NGMThe Schwab Short-Term U.S. Treasury ETF also targets short-term government bonds, offering investors a comparable option with a similar risk profile to VGSH.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 79%
R-squared: 63%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 2
- SCHO in VGSH's comparables: Yes
- VGSH in SCHO's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- SCHO Beta: 0.01 (No Correlation)
- VGSH Beta: -0.29 (Undefined)
- SCHO 200-day Volatility: 1.78%
- VGSH 200-day Volatility: 1.80%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- SCHO Price vs 200-day MA: 100%
- VGSH Price vs 200-day MA: 100%
Performance Comparison:
| Period | SCHO | VGSH |
|---|---|---|
| Year_1 | 6% | 6% |
| Year_3 | 1% | 1% |
| Year_5 | 1% | 1% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs NGM
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Government Bonds vs Government Bonds
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- SCHO Dividend Yield: 4%
- VGSH Dividend Yield: 4%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
SPDR Portfolio Short Term Treasury ETF
SPTS - PCXSCHO offers exposure to the U.S. Treasury market with a focus on short-term bonds, aligning closely with SPTS in terms of duration and risk characteristics.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 70%
R-squared: 49%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 3
- SCHO in SPTS's comparables: Yes
- SPTS in SCHO's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- SCHO Beta: 0.01 (No Correlation)
- SPTS Beta: 0.01 (No Correlation)
- SCHO 200-day Volatility: 1.78%
- SPTS 200-day Volatility: 1.82%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- SCHO Price vs 200-day MA: 100%
- SPTS Price vs 200-day MA: 100%
Performance Comparison:
| Period | SCHO | SPTS |
|---|---|---|
| Year_1 | 6% | 6% |
| Year_3 | 1% | 1% |
| Year_5 | 1% | 1% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Government Bonds vs Government Bonds
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- SCHO Dividend Yield: 4%
- SPTS Dividend Yield: 4%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
iShares Short Treasury Bond ETF
SHV - NGMThe iShares Short Treasury Bond ETF invests in U.S. Treasury bonds with maturities of one year or less, making it similar to SCHO in terms of duration and focus on government securities.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 59%
R-squared: 35%
This indicates a moderate positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 3
- SCHO in SHV's comparables: Yes
- SHV in SCHO's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- SCHO Beta: 0.01 (No Correlation)
- SHV Beta: -0.05 (No Correlation)
- SCHO 200-day Volatility: 1.78%
- SHV 200-day Volatility: 0.25%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- SCHO Price vs 200-day MA: 100%
- SHV Price vs 200-day MA: 100%
Performance Comparison:
| Period | SCHO | SHV |
|---|---|---|
| Year_1 | 6% | 5% |
| Year_3 | 1% | 3% |
| Year_5 | 1% | 2% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs NGM
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Government Bonds vs Government Bonds
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- SCHO Dividend Yield: 4%
- SHV Dividend Yield: 4%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
iShares 7-10 Year Treasury Bond ETF
IEF - NGMThe iShares 7-10 Year Treasury Bond ETF offers exposure to U.S. Treasury bonds with slightly longer maturities, appealing to those looking for a bit more yield while still focusing on government debt.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 64%
R-squared: 41%
This indicates a moderate positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 1
- IEF in SCHO's comparables: Yes
- SCHO in IEF's comparables: No
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- IEF Beta: 0.05 (No Correlation)
- SCHO Beta: 0.01 (No Correlation)
- IEF 200-day Volatility: 7.10%
- SCHO 200-day Volatility: 1.78%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- IEF Price vs 200-day MA: 100%
- SCHO Price vs 200-day MA: 100%
Performance Comparison:
| Period | IEF | SCHO |
|---|---|---|
| Year_1 | 8% | 6% |
| Year_3 | -4% | 1% |
| Year_5 | -1% | 1% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: NGM vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Government Bonds vs Government Bonds
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- IEF Dividend Yield: 4%
- SCHO Dividend Yield: 4%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
ProShares Ultra 7-10 Year Treasury
UST - PCXUST bonds represent U.S. Treasury securities and are often viewed as a safe investment, comparable to SCHO due to their backing by the government.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 46%
R-squared: 21%
This indicates a weak positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 2
- SCHO in UST's comparables: No
- UST in SCHO's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- SCHO Beta: 0.01 (No Correlation)
- UST Beta: 0.09 (No Correlation)
- SCHO 200-day Volatility: 1.78%
- UST 200-day Volatility: 14.51%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- SCHO Price vs 200-day MA: 100%
- UST Price vs 200-day MA: 99%
Performance Comparison:
| Period | SCHO | UST |
|---|---|---|
| Year_1 | 6% | 8% |
| Year_3 | 1% | -12% |
| Year_5 | 1% | -5% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Government Bonds vs Leveraged Bonds
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- SCHO Dividend Yield: 4%
- UST Dividend Yield: 4%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
iShares 20+ Year Treasury Bond ETF
TLT - NGMThe iShares 20+ Year Treasury Bond ETF provides exposure to longer-term U.S. Treasuries, contrasting with SCHO's short-term focus but still being part of the government debt market.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 50%
R-squared: 25%
This indicates a weak positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 1
- SCHO in TLT's comparables: No
- TLT in SCHO's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- SCHO Beta: 0.01 (No Correlation)
- TLT Beta: 0.06 (No Correlation)
- SCHO 200-day Volatility: 1.78%
- TLT 200-day Volatility: 14.54%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- SCHO Price vs 200-day MA: 100%
- TLT Price vs 200-day MA: 97%
Performance Comparison:
| Period | SCHO | TLT |
|---|---|---|
| Year_1 | 6% | 8% |
| Year_3 | 1% | -10% |
| Year_5 | 1% | -4% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs NGM
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Government Bonds vs Government Bonds
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- SCHO Dividend Yield: 4%
- TLT Dividend Yield: 5%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL - PCXThe Schwab Short-Term U.S. Treasury ETF also focuses on U.S. Treasury securities with short maturities, making it a relevant alternative for investors seeking low-risk exposure similar to BIL.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 48%
R-squared: 23%
This indicates a weak positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 2
- BIL in SCHO's comparables: Yes
- SCHO in BIL's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- BIL Beta: -0.05 (No Correlation)
- SCHO Beta: 0.01 (No Correlation)
- BIL 200-day Volatility: 0.25%
- SCHO 200-day Volatility: 1.78%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- BIL Price vs 200-day MA: 100%
- SCHO Price vs 200-day MA: 100%
Performance Comparison:
| Period | BIL | SCHO |
|---|---|---|
| Year_1 | 5% | 6% |
| Year_3 | 3% | 1% |
| Year_5 | 2% | 1% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Government Bonds vs Government Bonds
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- BIL Dividend Yield: 4%
- SCHO Dividend Yield: 4%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
SPDR S&P MIDCAP 400 ETF Trust
MDY - PCX
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 13%
R-squared: 2%
This indicates a negligible relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 0
- MDY in SCHO's comparables: No
- SCHO in MDY's comparables: No
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- MDY Beta: 1.12 (Average)
- SCHO Beta: 0.01 (No Correlation)
- MDY 200-day Volatility: 15.80%
- SCHO 200-day Volatility: 1.78%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- MDY Price vs 200-day MA: 96%
- SCHO Price vs 200-day MA: 100%
Performance Comparison:
| Period | MDY | SCHO |
|---|---|---|
| Year_1 | 11% | 6% |
| Year_3 | 4% | 1% |
| Year_5 | 10% | 1% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Small Cap Growth Equities vs Government Bonds
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- MDY Dividend Yield: 1%
- SCHO Dividend Yield: 4%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
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