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SCHZ vs SCCR

Schwab U.S. Aggregate Bond ETF vs Schwab Core Bond ETF

SCHZ

Schwab U.S. Aggregate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$10.0B

SCCR

Schwab Core Bond ETF

Schwab ETFs

Annual cost

0.16%

Fund size

$1.4B

Key differences

  • SCHZ costs 0.13% less per year.
  • SCHZ is significantly larger than SCCR — larger funds tend to be more liquid and less likely to close.
  • SCHZ follows a index tracking strategy; SCCR uses active selection.
  • SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHZSCCR
Annual cost (TER)0.03%0.16%
Fund size (AUM)$10.0B$1.4B
Since20112025
Dividend yield4.10%4.47%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.7%+6.3%
CAGR 3Y+3.6%N/A
CAGR 5Y+0.1%N/A
Sharpe 3Y0.03N/A
Volatility 1Y3.83%3.84%
Max drawdown-18.74%-2.81%

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

Similar to SCHZ and SCCR