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SCHZ vs AGRH

Schwab U.S. Aggregate Bond ETF vs iShares Interest Rate Hedged U.S. Aggregate Bond ETF

SCHZ

Schwab U.S. Aggregate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$10.0B

AGRH

iShares Interest Rate Hedged U.S. Aggregate Bond ETF

iShares

Annual cost

0.13%

Fund size

$5M

Key differences

  • SCHZ costs 0.10% less per year.
  • SCHZ is significantly larger than AGRH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, AGRH has delivered higher annualized returns.
  • SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHZAGRH
Annual cost (TER)0.03%0.13%
Fund size (AUM)$10.0B$5M
Since20112022
Dividend yield4.10%4.61%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.7%+6.5%
CAGR 3Y+3.6%+6.1%
CAGR 5Y+0.1%N/A
Sharpe 3Y0.031.42
Volatility 1Y3.83%1.44%
Max drawdown-18.74%-1.73%

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

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