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SCMB vs SCHZ

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

SCMB

Schwab Municipal Bond ETF

Annual cost

0.03%

Fund size

$3.9B

SCHZ

Schwab U.S. Aggregate Bond ETF

Annual cost

0.03%

Fund size

$10.3B

Key differences

Both SCMB and SCHZ are fixed income ETFs. SCMB charges 0.03% a year and SCHZ 0.03%. The main difference: SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.

  • SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCMBSCHZ
Annual cost (TER)0.03%0.03%
Fund size (AUM)$3.9B$10.3B
Since20222011
Dividend yield3.56%4.10%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.4%+4.8%
CAGR 3Y+3.3%+4.2%
CAGR 5YN/A+0.1%
Sharpe 3Y-0.050.12
Volatility 1Y2.89%3.77%
Max drawdown-6.13%-18.74%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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