Screener
NUBD vs SCHZ
Nuveen ESG U.S. Aggregate Bond ETF vs Schwab U.S. Aggregate Bond ETF
Key differences
Both NUBD and SCHZ are fixed income ETFs. NUBD charges 0.12% a year and SCHZ 0.03%. The main difference: SCHZ costs 0.09% less per year.
- SCHZ costs 0.09% less per year.
- SCHZ is much larger than NUBD. Larger funds are usually 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
| NUBD | SCHZ | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.03% |
| Fund size (AUM) | $451M | $10.3B |
| Since | 2017 | 2011 |
| Dividend yield | 3.96% | 4.10% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.6% | +4.8% |
| CAGR 3Y | +4.0% | +4.2% |
| CAGR 5Y | -0.0% | +0.1% |
| Sharpe 3Y | 0.10 | 0.12 |
| Volatility 1Y | 3.77% | 3.77% |
| Max drawdown | -19.45% | -18.74% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.