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FLTB vs SCHJ

Fidelity Limited Term Bond ETF vs Schwab 1-5 Year Corporate Bond ETF

FLTB

Fidelity Limited Term Bond ETF

Fidelity Investments

Annual cost

0.25%

Fund size

$389M

SCHJ

Schwab 1-5 Year Corporate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$759M

Key differences

  • SCHJ costs 0.22% less per year.
  • FLTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FLTBSCHJ
Annual cost (TER)0.25%0.03%
Fund size (AUM)$389M$759M
Since20142019
Dividend yield4.36%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.7%+4.8%
CAGR 3Y+5.3%+5.4%
CAGR 5Y+2.2%+2.3%
Sharpe 3Y0.670.70
Volatility 1Y2.14%1.87%
Max drawdown-9.37%-13.62%

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

Similar to FLTB and SCHJ