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BNDY vs SCHI

Horizon Core Bond ETF vs Schwab 5-10 Year Corporate Bond ETF

BNDY

Horizon Core Bond ETF

Horizon Investments

Annual cost

0.66%

Fund size

$186M

SCHI

Schwab 5-10 Year Corporate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$10.6B

Key differences

  • SCHI costs 0.63% less per year.
  • SCHI is significantly larger than BNDY — larger funds tend to be more liquid and less likely to close.
  • BNDY is classified as alternative, while SCHI is fixed income — different risk/return profiles.
  • BNDY follows a option income strategy; SCHI uses index tracking.
  • SCHI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BNDYSCHI
Annual cost (TER)0.66%0.03%
Fund size (AUM)$186M$10.6B
Since20252019
Dividend yield5.03%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+7.0%
CAGR 3YN/A+5.9%
CAGR 5YN/A+1.3%
Sharpe 3YN/A0.41
Volatility 1Y4.20%
Max drawdown-3.93%-20.67%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BNDY and SCHI