Screener
SCHZ vs NUAG
Schwab U.S. Aggregate Bond ETF vs Nuveen Enhanced Yield U.S. Aggregate Bond ETF
Key differences
Both SCHZ and NUAG are fixed income ETFs. SCHZ charges 0.03% a year and NUAG 0.16%. The main difference: SCHZ costs 0.13% less per year.
- SCHZ costs 0.13% less per year.
- SCHZ is much larger than NUAG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, NUAG has delivered higher annualized returns.
- SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHZ | NUAG | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.16% |
| Fund size (AUM) | $10.3B | $94M |
| Since | 2011 | 2016 |
| Dividend yield | 4.10% | 4.50% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.8% | +5.6% |
| CAGR 3Y | +4.2% | +5.2% |
| CAGR 5Y | +0.1% | +0.5% |
| Sharpe 3Y | 0.12 | 0.31 |
| Volatility 1Y | 3.77% | 3.58% |
| Max drawdown | -18.74% | -19.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.