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SCHJ vs SPSB

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

SCHJ

Schwab 1-5 Year Corporate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$759M

SPSB

State Street SPDR Portfolio Short Term Corporate Bond ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$10.1B

Key differences

  • SPSB is significantly larger than SCHJ — larger funds tend to be more liquid and less likely to close.
  • SPSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHJSPSB
Annual cost (TER)0.03%0.04%
Fund size (AUM)$759M$10.1B
Since20192009
Dividend yield4.48%4.44%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.8%+4.6%
CAGR 3Y+5.4%+5.2%
CAGR 5Y+2.3%+2.7%
Sharpe 3Y0.700.93
Volatility 1Y1.87%1.33%
Max drawdown-13.62%-11.75%

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

Similar to SCHJ and SPSB