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ISTB vs SCHJ

iShares Core 1-5 Year USD Bond ETF vs Schwab 1-5 Year Corporate Bond ETF

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

SCHJ

Schwab 1-5 Year Corporate Bond ETF

Annual cost

0.03%

Fund size

$796M

Key differences

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

  • ISTB is much larger than SCHJ. Larger funds are usually more liquid and less likely to close.
  • ISTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISTBSCHJ
Annual cost (TER)0.06%0.03%
Fund size (AUM)$4.7B$796M
Since20122019
Dividend yield4.23%4.49%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.9%+4.4%
CAGR 3Y+4.8%+5.4%
CAGR 5Y+1.8%+2.3%
Sharpe 3Y0.470.69
Volatility 1Y1.78%1.88%
Max drawdown-9.34%-13.62%

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

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