Screener
HYFI vs SCHZ
AB High Yield ETF vs Schwab U.S. Aggregate Bond ETF
Key differences
Both HYFI and SCHZ are fixed income ETFs. HYFI charges 0.40% a year and SCHZ 0.03%. The main difference: HYFI follows a active selection strategy; SCHZ uses index tracking.
- HYFI follows a active selection strategy; SCHZ uses index tracking.
- SCHZ costs 0.37% less per year.
- SCHZ is much larger than HYFI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HYFI has delivered higher annualized returns.
- SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HYFI | SCHZ | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.03% |
| Fund size (AUM) | $341M | $10.3B |
| Since | 2016 | 2011 |
| Dividend yield | 6.71% | 4.10% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.8% | +4.8% |
| CAGR 3Y | +9.2% | +4.2% |
| CAGR 5Y | N/A | +0.1% |
| Sharpe 3Y | 1.01 | 0.12 |
| Volatility 1Y | 3.97% | 3.77% |
| Max drawdown | -6.34% | -18.74% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.