Screener
FIXD vs SCHJ
First Trust Smith Opportunistic Fixed Income ETF vs Schwab 1-5 Year Corporate Bond ETF
Key differences
Both FIXD and SCHJ are fixed income ETFs. FIXD charges 0.65% a year and SCHJ 0.03%. The main difference: FIXD follows a active selection strategy; SCHJ uses index tracking.
- FIXD follows a active selection strategy; SCHJ uses index tracking.
- SCHJ costs 0.62% less per year.
- FIXD is much larger than SCHJ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SCHJ has delivered higher annualized returns.
Side-by-side comparison
| FIXD | SCHJ | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.03% |
| Fund size (AUM) | $3.3B | $796M |
| Since | 2017 | 2019 |
| Dividend yield | 4.68% | 4.49% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.0% | +4.6% |
| CAGR 3Y | +4.0% | +5.7% |
| CAGR 5Y | -0.4% | +2.4% |
| Sharpe 3Y | 0.09 | 0.81 |
| Volatility 1Y | 4.16% | 1.88% |
| Max drawdown | -20.35% | -13.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.