Screener
SCHZ vs AGGH
Schwab U.S. Aggregate Bond ETF vs Simplify Aggregate Bond ETF
Key differences
- SCHZ costs 0.27% less per year.
- SCHZ is significantly larger than AGGH — larger funds tend to be more liquid and less likely to close.
- SCHZ is classified as fixed income, while AGGH is alternative — different risk/return profiles.
- SCHZ follows a index tracking strategy; AGGH uses multi strategy.
- SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHZ | AGGH | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.30% |
| Fund size (AUM) | $10.0B | $473M |
| Since | 2011 | 2022 |
| Dividend yield | 4.10% | 7.54% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +5.7% | +9.8% |
| CAGR 3Y | +3.6% | +4.5% |
| CAGR 5Y | +0.1% | N/A |
| Sharpe 3Y | 0.03 | 0.14 |
| Volatility 1Y | 3.83% | 7.18% |
| Max drawdown | -18.74% | -13.26% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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