Schwab U.S. TIPs ETF (SCHP)

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Best Fit Treasury Inflation Protected Securities ETFs

U.S. News evaluated 15 Treasury Inflation Protected Securities ETFs and 6 make our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.

How we identify Best Fit Funds

Best Fit Scorecard
Costs Excellent
Tracking Error Good
Bid/Ask Ratio Good
Holdings Diversity Typical

Fund Description

The investment seeks to track as closely as possible, before fees and expenses, the price and yield performance of the Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index (Series L)SM. The fund invests at least 90% of its net assets in securities included in the index. The index includes all publicly-issued U.S. TIPS that have at least one year remaining to maturity, are rated investment grade and have $250 million or more of outstanding face value. The TIPS in the index must be denominated in U.S. dollars and must be fixed-rate and non-convertible.

Fund Snapshot Updated 05.16.2013

Previous Close $57.41 Expense Ratio 0.07%
YTD Return 1.4% Avg. 30-Day Volume 60,640
1-Year Return 1.4% Market Cap Loading...
Bid $57.39 Shares Outstanding 9,850,000
Ask $57.41 Dividends $0.83
Top 10 Holdings
United States Treas Nts (TMTIPUS912828SQ48) 6.08%
United States Treas Nts (TMTIPUS912828TE09) 5.68%
United States Treas Nts (TMTIPUS912828SA95) 5.39%
United States Treas Nts (TMTIPUS912828QD52) 5.19%
United States Treas Nts (TMTIPUS912828QV50) 5.13%
United States Treas Nts (TMTIPUS912828PP91) 4.80%
United States Treas Nts (TMTIPUS912828NM88) 4.26%
United States Treas Nts (—) 3.86%
United States Treas Bds (TMTIPUS912810FR42) 3.67%
United States Treas Nts (TMTIPUS912828MY36) 2.85%
% of Total Holdings 46.90%

Sector Breakdown

Geographic Breakdown

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Best Fit Treasury Inflation Protected Securities

1

SPDR Barclays TIPS ETF (IPE)

2

Schwab U.S. TIPs ETF (SCHP)

3

iShares Barclays TIPS Bond Fund (TIP)

4

PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (STPZ)

See full rankings for Treasury Inflation Protected Securities

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