Screener
NUAG vs SCHZ
Nuveen Enhanced Yield U.S. Aggregate Bond ETF vs Schwab U.S. Aggregate Bond ETF
Key differences
Both NUAG and SCHZ are fixed income ETFs. NUAG charges 0.16% a year and SCHZ 0.03%. The main difference: SCHZ costs 0.13% less per year.
- SCHZ costs 0.13% less per year.
- SCHZ is much larger than NUAG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, NUAG has delivered higher annualized returns.
- SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NUAG | SCHZ | |
|---|---|---|
| Annual cost (TER) | 0.16% | 0.03% |
| Fund size (AUM) | $94M | $10.3B |
| Since | 2016 | 2011 |
| Dividend yield | 4.50% | 4.10% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.6% | +4.8% |
| CAGR 3Y | +5.2% | +4.2% |
| CAGR 5Y | +0.5% | +0.1% |
| Sharpe 3Y | 0.31 | 0.12 |
| Volatility 1Y | 3.58% | 3.77% |
| Max drawdown | -19.79% | -18.74% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.