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SCHZ vs HYGH

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

SCHZ

Schwab U.S. Aggregate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$10.0B

HYGH

iShares Interest Rate Hedged High Yield Bond ETF

iShares

Annual cost

0.52%

Fund size

$485M

Key differences

  • SCHZ costs 0.49% less per year.
  • SCHZ is significantly larger than HYGH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, HYGH has delivered higher annualized returns.

Side-by-side comparison

SCHZHYGH
Annual cost (TER)0.03%0.52%
Fund size (AUM)$10.0B$485M
Since20112014
Dividend yield4.10%6.69%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.7%+8.4%
CAGR 3Y+3.6%+10.4%
CAGR 5Y+0.1%+7.0%
Sharpe 3Y0.031.18
Volatility 1Y3.83%3.70%
Max drawdown-18.74%-23.88%

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

Similar to SCHZ and HYGH