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SCHZ vs SCHI

Schwab U.S. Aggregate Bond ETF vs Schwab 5-10 Year Corporate Bond ETF

SCHZ

Schwab U.S. Aggregate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$10.0B

SCHI

Schwab 5-10 Year Corporate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$10.6B

Key differences

  • Over the last 3 years, SCHI has delivered higher annualized returns.
  • SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHZSCHI
Annual cost (TER)0.03%0.03%
Fund size (AUM)$10.0B$10.6B
Since20112019
Dividend yield4.10%5.03%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.7%+7.0%
CAGR 3Y+3.6%+5.9%
CAGR 5Y+0.1%+1.3%
Sharpe 3Y0.030.41
Volatility 1Y3.83%4.20%
Max drawdown-18.74%-20.67%

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

Similar to SCHZ and SCHI