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SCHJ vs ISTB

Schwab 1-5 Year Corporate Bond ETF vs iShares Core 1-5 Year USD Bond ETF

SCHJ

Schwab 1-5 Year Corporate Bond ETF

Annual cost

0.03%

Fund size

$796M

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

Key differences

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

  • ISTB is much larger than SCHJ. Larger funds are usually more liquid and less likely to close.
  • ISTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHJISTB
Annual cost (TER)0.03%0.06%
Fund size (AUM)$796M$4.7B
Since20192012
Dividend yield4.49%4.23%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.4%+3.9%
CAGR 3Y+5.4%+4.8%
CAGR 5Y+2.3%+1.8%
Sharpe 3Y0.690.47
Volatility 1Y1.88%1.78%
Max drawdown-13.62%-9.34%

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

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