Screener
SHAG vs SCHZ
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund vs Schwab U.S. Aggregate Bond ETF
Key differences
Both SHAG and SCHZ are fixed income ETFs. SHAG charges 0.12% a year and SCHZ 0.03%. The main difference: SCHZ costs 0.09% less per year.
- SCHZ costs 0.09% less per year.
- SCHZ is much larger than SHAG. Larger funds are usually more liquid and less likely to close.
- SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SHAG | SCHZ | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.03% |
| Fund size (AUM) | $43M | $10.3B |
| Since | 2017 | 2011 |
| Dividend yield | 4.27% | 4.10% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +3.8% | +4.8% |
| CAGR 3Y | +4.8% | +4.2% |
| CAGR 5Y | +1.6% | +0.1% |
| Sharpe 3Y | 0.51 | 0.12 |
| Volatility 1Y | 1.83% | 3.77% |
| Max drawdown | -9.61% | -18.74% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.