Screener
SCHI vs TAXF
Schwab 5-10 Year Corporate Bond ETF vs American Century Diversified Municipal Bond ETF
Key differences
Both SCHI and TAXF are fixed income ETFs. SCHI charges 0.03% a year and TAXF 0.27%. The main difference: SCHI follows a index tracking strategy; TAXF uses active selection.
- SCHI follows a index tracking strategy; TAXF uses active selection.
- SCHI costs 0.24% less per year.
- SCHI is much larger than TAXF. 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
| SCHI | TAXF | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.27% |
| Fund size (AUM) | $11.4B | $659M |
| Since | 2019 | 2018 |
| Dividend yield | 5.04% | 3.77% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.9% | +7.9% |
| CAGR 3Y | +6.4% | +4.1% |
| CAGR 5Y | +1.3% | +1.1% |
| Sharpe 3Y | 0.50 | 0.14 |
| Volatility 1Y | 4.15% | 3.01% |
| Max drawdown | -20.67% | -13.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.