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SCHJ vs SPBO

Schwab 1-5 Year Corporate Bond ETF vs State Street SPDR Portfolio Corporate Bond ETF

SCHJ

Schwab 1-5 Year Corporate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$759M

SPBO

State Street SPDR Portfolio Corporate Bond ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$2.0B

Key differences

  • SCHJ covers north america markets; SPBO covers global.
  • SPBO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHJSPBO
Annual cost (TER)0.03%0.03%
Fund size (AUM)$759M$2.0B
Since20192011
Dividend yield4.48%5.12%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+4.8%+7.2%
CAGR 3Y+5.4%+5.7%
CAGR 5Y+2.3%+0.9%
Sharpe 3Y0.700.36
Volatility 1Y1.87%4.45%
Max drawdown-13.62%-22.04%

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

Similar to SCHJ and SPBO