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SCHI vs SPLB

Schwab 5-10 Year Corporate Bond ETF vs State Street SPDR Portfolio Long Term Corporate Bond ETF

SCHI

Schwab 5-10 Year Corporate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$10.6B

SPLB

State Street SPDR Portfolio Long Term Corporate Bond ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$1.3B

Key differences

  • SCHI is significantly larger than SPLB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHI has delivered higher annualized returns.
  • SPLB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHISPLB
Annual cost (TER)0.03%0.04%
Fund size (AUM)$10.6B$1.3B
Since20192009
Dividend yield5.03%5.39%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.0%+9.1%
CAGR 3Y+5.9%+4.7%
CAGR 5Y+1.3%-1.5%
Sharpe 3Y0.410.15
Volatility 1Y4.20%8.24%
Max drawdown-20.67%-34.46%

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

Similar to SCHI and SPLB