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SCMB vs SYSB

Schwab Municipal Bond ETF vs iShares Systematic Bond ETF

SCMB

Schwab Municipal Bond ETF

Annual cost

0.03%

Fund size

$3.9B

SYSB

iShares Systematic Bond ETF

Annual cost

0.25%

Fund size

$1.1B

Key differences

Both SCMB and SYSB are fixed income ETFs. SCMB charges 0.03% a year and SYSB 0.25%. The main difference: SCMB follows a index tracking strategy; SYSB uses active selection.

  • SCMB follows a index tracking strategy; SYSB uses active selection.
  • SCMB costs 0.22% less per year.
  • SCMB is much larger than SYSB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SYSB has delivered higher annualized returns.
  • SYSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCMBSYSB
Annual cost (TER)0.03%0.25%
Fund size (AUM)$3.9B$1.1B
Since20222015
Dividend yield3.56%4.62%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+6.5%+5.0%
CAGR 3Y+3.3%+6.4%
CAGR 5YN/A+1.5%
Sharpe 3Y-0.070.64
Volatility 1Y2.92%3.82%
Max drawdown-6.13%-18.47%

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

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