Screener
CATF vs SCHI
American Century California Municipal Bond ETF vs Schwab 5-10 Year Corporate Bond ETF
Key differences
Both CATF and SCHI are fixed income ETFs. CATF charges 0.27% a year and SCHI 0.03%. The main difference: CATF follows a active selection strategy; SCHI uses index tracking.
- CATF follows a active selection strategy; SCHI uses index tracking.
- SCHI costs 0.24% less per year.
- SCHI is much larger than CATF. Larger funds are usually more liquid and less likely to close.
- SCHI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CATF | SCHI | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.03% |
| Fund size (AUM) | $78M | $11.4B |
| Since | 2024 | 2019 |
| Dividend yield | 3.50% | 5.04% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.7% | +5.9% |
| CAGR 3Y | N/A | +6.4% |
| CAGR 5Y | N/A | +1.3% |
| Sharpe 3Y | N/A | 0.50 |
| Volatility 1Y | 3.10% | 4.15% |
| Max drawdown | -4.83% | -20.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.