Screener
CATF vs SCHJ
American Century California Municipal Bond ETF vs Schwab 1-5 Year Corporate Bond ETF
Key differences
Both CATF and SCHJ are fixed income ETFs. CATF charges 0.27% a year and SCHJ 0.03%. The main difference: CATF follows a active selection strategy; SCHJ uses index tracking.
- CATF follows a active selection strategy; SCHJ uses index tracking.
- SCHJ costs 0.24% less per year.
- SCHJ is much larger than CATF. Larger funds are usually more liquid and less likely to close.
- SCHJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CATF | SCHJ | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.03% |
| Fund size (AUM) | $78M | $796M |
| Since | 2024 | 2019 |
| Dividend yield | 3.50% | 4.49% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.7% | +4.6% |
| CAGR 3Y | N/A | +5.7% |
| CAGR 5Y | N/A | +2.4% |
| Sharpe 3Y | N/A | 0.81 |
| Volatility 1Y | 3.10% | 1.88% |
| Max drawdown | -4.83% | -13.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.