Screener
DMBS vs SCHJ
Mortgage ETF vs Schwab 1-5 Year Corporate Bond ETF
Key differences
Both DMBS and SCHJ are fixed income ETFs. DMBS charges 0.39% a year and SCHJ 0.03%. The main difference: DMBS follows a active selection strategy; SCHJ uses index tracking.
- DMBS follows a active selection strategy; SCHJ uses index tracking.
- SCHJ costs 0.36% less per year.
- Over the last three years, SCHJ has delivered higher annualized returns.
Side-by-side comparison
| DMBS | SCHJ | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.03% |
| Fund size (AUM) | $690M | $796M |
| Since | 2023 | 2019 |
| Dividend yield | 5.04% | 4.49% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.4% | +4.6% |
| CAGR 3Y | +4.7% | +5.7% |
| CAGR 5Y | N/A | +2.4% |
| Sharpe 3Y | 0.19 | 0.81 |
| Volatility 1Y | 4.12% | 1.88% |
| Max drawdown | -8.03% | -13.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.