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JLQD vs SCHJ

Janus Henderson Corporate Bond ETF vs Schwab 1-5 Year Corporate Bond ETF

JLQD

Janus Henderson Corporate Bond ETF

Annual cost

0.20%

Fund size

$14M

SCHJ

Schwab 1-5 Year Corporate Bond ETF

Annual cost

0.03%

Fund size

$796M

Key differences

Both JLQD and SCHJ are fixed income ETFs. JLQD charges 0.20% a year and SCHJ 0.03%. The main difference: JLQD follows a active selection strategy; SCHJ uses index tracking.

  • JLQD follows a active selection strategy; SCHJ uses index tracking.
  • SCHJ costs 0.17% less per year.
  • SCHJ is much larger than JLQD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

JLQDSCHJ
Annual cost (TER)0.20%0.03%
Fund size (AUM)$14M$796M
Since20212019
Dividend yield5.86%4.49%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.7%+4.6%
CAGR 3Y+5.9%+5.7%
CAGR 5YN/A+2.4%
Sharpe 3Y0.410.81
Volatility 1Y3.82%1.88%
Max drawdown-21.17%-13.62%

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

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