The General U.S. Treasury fund is an exchange traded fund (ETF) within the Schwab family. An extremely similar return profile for SCHR can be found in 11 other funds we are tracking.

Within the Schwab family of funds, the most positively correlated other funds are Core Bond, Short Term U.S. Treasury, Real Estate, Inflation Protected Bond, Large-Cap Core.

Outside of the Schwab family, the most positively correlated other funds are Vanguard Mutual Funds - Intermediate-Term Treasury, Vanguard - Intermediate-Term Government Bond, Vanguard Mutual Funds - Intermediate-Term Treasury Admiral Shares, Vanguard Mutual Funds - Intermediate-Term Government Bond Index Admiral Shares, SPDR - Barclays Intermediate Term Treasury.

Extremely Similar Funds

There are multiple other funds which have extremely high correlation to Schwab's General U.S. Treasury fund.
100.0% VFITX Vanguard Mutual Funds Intermediate-Term Treasury
100.0% VGIT Vanguard Intermediate-Term Government Bond
100.0% VFIUX Vanguard Mutual Funds Intermediate-Term Treasury Admiral Shares
100.0% VSIGX Vanguard Mutual Funds Intermediate-Term Government Bond Index Admiral Shares
99.9% ITE SPDR Barclays Intermediate Term Treasury
99.9% IEI iShares 3-7 Year Treasury Bond ETF
99.9% FIBAX Fidelity Spartan Intermediate Treasury Bond Index Fund - Fidelity Advantage Class
99.8% FIBIX Fidelity Spartan Intermediate Treasury Bond Index Fund - Investor Class
99.7% IEF iShares 7-10 Year Treasury Bond ETF
99.3% GOVT iShares Core U.S. Treasury Bond ETF
99.0% FSBIX Fidelity Spartan Short-Term Treasury Bond Index Fund - Investor Class

Performance for the previous 2 years


Positively Correlated Schwab ETFs
SCHZ Schwab Core Bond 96.8%
SCHO Schwab Short Term U.S. Treasury 95.5%
SCHH Schwab Real Estate 83.8%
SCHP Schwab Inflation Protected Bond 80.1%
SCHX Schwab Large-Cap Core 78.0%
Negatively Correlated Schwab funds
SCHE Schwab Emerging Markets -46.9%
SCHF Schwab International Multi-Cap Core 42.7%
SCHC Schwab International Small/Mid-Cap Core 43.2%
SCHM Schwab Mid-Cap Core 69.0%
SCHD Schwab Equity Income 69.6%

Positively Correlated Non-Schwab funds
VFITX Vanguard Mutual Funds Intermediate-Term Treasury 100.0%
VGIT Vanguard Intermediate-Term Government Bond 100.0%
VFIUX Vanguard Mutual Funds Intermediate-Term Treasury Admiral Shares 100.0%
VSIGX Vanguard Mutual Funds Intermediate-Term Government Bond Index Admiral Shares 100.0%
ITE SPDR Barclays Intermediate Term Treasury 99.9%
Negatively Correlated Non-Schwab funds
XME SPDR S&P Metals and Mining -90.8%
CMDT iShares Commodity Optimized Trust -90.1%
DBB PowerShares DB Base Metals Fund -89.5%
QESP SPDR MSCI Spain Quality Mix -88.8%
EWZ iShares MSCI Brazil Capped ETF -87.6%

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