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MAGG vs SCHI

Madison Aggregate Bond ETF vs Schwab 5-10 Year Corporate Bond ETF

MAGG

Madison Aggregate Bond ETF

Annual cost

0.36%

Fund size

$68M

SCHI

Schwab 5-10 Year Corporate Bond ETF

Annual cost

0.03%

Fund size

$11.4B

Key differences

Both MAGG and SCHI are fixed income ETFs. MAGG charges 0.36% a year and SCHI 0.03%. The main difference: MAGG follows a active selection strategy; SCHI uses index tracking.

  • MAGG follows a active selection strategy; SCHI uses index tracking.
  • SCHI costs 0.33% less per year.
  • SCHI is much larger than MAGG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

MAGGSCHI
Annual cost (TER)0.36%0.03%
Fund size (AUM)$68M$11.4B
Since20232019
Dividend yield4.73%5.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.3%+5.9%
CAGR 3YN/A+6.4%
CAGR 5YN/A+1.3%
Sharpe 3YN/A0.50
Volatility 1Y3.95%4.15%
Max drawdown-4.55%-20.67%

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

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