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SCHI vs IMTB

Schwab 5-10 Year Corporate Bond ETF vs iShares Core 5-10 Year USD Bond ETF

SCHI

Schwab 5-10 Year Corporate Bond ETF

Annual cost

0.03%

Fund size

$11.4B

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

Key differences

Both SCHI and IMTB are fixed income ETFs. SCHI charges 0.03% a year and IMTB 0.06%. The main difference: SCHI is much larger than IMTB. Larger funds are usually more liquid and less likely to close.

  • SCHI is much larger than IMTB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SCHI has delivered higher annualized returns.

Side-by-side comparison

SCHIIMTB
Annual cost (TER)0.03%0.06%
Fund size (AUM)$11.4B$280M
Since20192016
Dividend yield5.04%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+5.3%
CAGR 3Y+5.8%+4.5%
CAGR 5Y+1.2%+0.5%
Sharpe 3Y0.390.17
Volatility 1Y4.16%4.05%
Max drawdown-20.67%-18.15%

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

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