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IMTB vs SCHI

iShares Core 5-10 Year USD Bond ETF vs Schwab 5-10 Year Corporate Bond ETF

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

SCHI

Schwab 5-10 Year Corporate Bond ETF

Annual cost

0.03%

Fund size

$11.4B

Key differences

Both IMTB and SCHI are fixed income ETFs. IMTB charges 0.06% a year and SCHI 0.03%. The main difference: SCHI is much larger than IMTB. Larger funds are usually more liquid and less likely to close.

  • SCHI is much larger than IMTB. 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

IMTBSCHI
Annual cost (TER)0.06%0.03%
Fund size (AUM)$280M$11.4B
Since20162019
Dividend yield4.48%5.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.3%+5.5%
CAGR 3Y+4.5%+5.8%
CAGR 5Y+0.5%+1.2%
Sharpe 3Y0.170.39
Volatility 1Y4.05%4.16%
Max drawdown-18.15%-20.67%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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