Screener
FIXD vs SCHI
First Trust Smith Opportunistic Fixed Income ETF vs Schwab 5-10 Year Corporate Bond ETF
Key differences
Both FIXD and SCHI are fixed income ETFs. FIXD charges 0.65% a year and SCHI 0.03%. The main difference: FIXD follows a active selection strategy; SCHI uses index tracking.
- FIXD follows a active selection strategy; SCHI uses index tracking.
- SCHI costs 0.62% less per year.
- SCHI is much larger than FIXD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SCHI has delivered higher annualized returns.
Side-by-side comparison
| FIXD | SCHI | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.03% |
| Fund size (AUM) | $3.3B | $11.4B |
| Since | 2017 | 2019 |
| Dividend yield | 4.68% | 5.04% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.0% | +5.9% |
| CAGR 3Y | +4.0% | +6.4% |
| CAGR 5Y | -0.4% | +1.3% |
| Sharpe 3Y | 0.09 | 0.50 |
| Volatility 1Y | 4.16% | 4.15% |
| Max drawdown | -20.35% | -20.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.