Screener
SCHJ vs SMBS
Schwab 1-5 Year Corporate Bond ETF vs Schwab Mortgage-Backed Securities ETF
Key differences
Both SCHJ and SMBS are fixed income ETFs. SCHJ charges 0.03% a year and SMBS 0.03%. The main difference: SMBS is much larger than SCHJ. Larger funds are usually more liquid and less likely to close.
- SMBS is much larger than SCHJ. Larger funds are usually more liquid and less likely to close.
- SCHJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHJ | SMBS | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.03% |
| Fund size (AUM) | $796M | $6.4B |
| Since | 2019 | 2024 |
| Dividend yield | 4.49% | 5.14% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.6% | +6.2% |
| CAGR 3Y | +5.7% | N/A |
| CAGR 5Y | +2.4% | N/A |
| Sharpe 3Y | 0.81 | N/A |
| Volatility 1Y | 1.88% | 4.12% |
| Max drawdown | -13.62% | -3.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.