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SCHJ vs SCHZ

Schwab 1-5 Year Corporate Bond ETF vs Schwab U.S. Aggregate Bond ETF

SCHJ

Schwab 1-5 Year Corporate Bond ETF

Annual cost

0.03%

Fund size

$796M

SCHZ

Schwab U.S. Aggregate Bond ETF

Annual cost

0.03%

Fund size

$10.3B

Key differences

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

  • SCHZ is much larger than SCHJ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SCHJ has delivered higher annualized returns.
  • SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHJSCHZ
Annual cost (TER)0.03%0.03%
Fund size (AUM)$796M$10.3B
Since20192011
Dividend yield4.49%4.10%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.6%+4.8%
CAGR 3Y+5.7%+4.2%
CAGR 5Y+2.4%+0.1%
Sharpe 3Y0.810.12
Volatility 1Y1.88%3.77%
Max drawdown-13.62%-18.74%

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

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