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SCHI vs SCHZ

Schwab 5-10 Year Corporate Bond ETF vs Schwab U.S. Aggregate Bond ETF

SCHI

Schwab 5-10 Year Corporate Bond ETF

Annual cost

0.03%

Fund size

$11.4B

SCHZ

Schwab U.S. Aggregate Bond ETF

Annual cost

0.03%

Fund size

$10.3B

Key differences

Both SCHI and SCHZ are fixed income ETFs. SCHI charges 0.03% a year and SCHZ 0.03%. The main difference: Over the last three years, SCHI has delivered higher annualized returns.

  • Over the last three years, SCHI has delivered higher annualized returns.
  • SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHISCHZ
Annual cost (TER)0.03%0.03%
Fund size (AUM)$11.4B$10.3B
Since20192011
Dividend yield5.04%4.10%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.9%+4.8%
CAGR 3Y+6.4%+4.2%
CAGR 5Y+1.3%+0.1%
Sharpe 3Y0.500.12
Volatility 1Y4.15%3.77%
Max drawdown-20.67%-18.74%

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

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