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CPAG vs SCHZ

F/m Compoundr U.S. Aggregate Bond ETF vs Schwab U.S. Aggregate Bond ETF

CPAG

F/m Compoundr U.S. Aggregate Bond ETF

F/m investments, LLC

Annual cost

0.31%

Fund size

$270M

SCHZ

Schwab U.S. Aggregate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$10.0B

Key differences

  • SCHZ costs 0.28% less per year.
  • SCHZ is significantly larger than CPAG — larger funds tend to be more liquid and less likely to close.
  • SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CPAGSCHZ
Annual cost (TER)0.31%0.03%
Fund size (AUM)$270M$10.0B
Since20252011
Dividend yield4.10%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+5.7%
CAGR 3YN/A+3.6%
CAGR 5YN/A+0.1%
Sharpe 3YN/A0.03
Volatility 1Y3.83%
Max drawdown-2.78%-18.74%

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

Similar to CPAG and SCHZ