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BNDY vs SCHJ

Horizon Core Bond ETF vs Schwab 1-5 Year Corporate Bond ETF

BNDY

Horizon Core Bond ETF

Horizon Investments

Annual cost

0.66%

Fund size

$186M

SCHJ

Schwab 1-5 Year Corporate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$759M

Key differences

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

Side-by-side comparison

BNDYSCHJ
Annual cost (TER)0.66%0.03%
Fund size (AUM)$186M$759M
Since20252019
Dividend yield4.48%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+4.8%
CAGR 3YN/A+5.4%
CAGR 5YN/A+2.3%
Sharpe 3YN/A0.70
Volatility 1Y1.87%
Max drawdown-3.93%-13.62%

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

Similar to BNDY and SCHJ