Skip to content
Beacon
Screener

MAGG vs SCHZ

Madison Aggregate Bond ETF vs Schwab U.S. Aggregate Bond ETF

MAGG

Madison Aggregate Bond ETF

Madison Asset Management, LLC

Annual cost

0.36%

Fund size

$71M

SCHZ

Schwab U.S. Aggregate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$10.0B

Key differences

  • SCHZ costs 0.33% less per year.
  • SCHZ is significantly larger than MAGG — larger funds tend to be more liquid and less likely to close.
  • SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MAGGSCHZ
Annual cost (TER)0.36%0.03%
Fund size (AUM)$71M$10.0B
Since20232011
Dividend yield4.77%4.10%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.7%+5.7%
CAGR 3YN/A+3.6%
CAGR 5YN/A+0.1%
Sharpe 3YN/A0.03
Volatility 1Y4.04%3.83%
Max drawdown-4.55%-18.74%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MAGG and SCHZ