Screener
SCHZ vs AGGY
Schwab U.S. Aggregate Bond ETF vs WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
Key differences
Both SCHZ and AGGY are fixed income ETFs. SCHZ charges 0.03% a year and AGGY 0.12%. The main difference: SCHZ costs 0.09% less per year.
- SCHZ costs 0.09% less per year.
- SCHZ is much larger than AGGY. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| SCHZ | AGGY | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.12% |
| Fund size (AUM) | $10.3B | $875M |
| Since | 2011 | 2015 |
| Dividend yield | 4.10% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.8% | +5.5% |
| CAGR 3Y | +4.2% | +4.9% |
| CAGR 5Y | +0.1% | +0.2% |
| Sharpe 3Y | 0.12 | 0.26 |
| Volatility 1Y | 3.77% | 4.21% |
| Max drawdown | -18.74% | -20.97% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.