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SMBS vs SCHI

Schwab Mortgage-Backed Securities ETF vs Schwab 5-10 Year Corporate Bond ETF

SMBS

Schwab Mortgage-Backed Securities ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$6.3B

SCHI

Schwab 5-10 Year Corporate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$10.6B

Key differences

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

Side-by-side comparison

SMBSSCHI
Annual cost (TER)0.03%0.03%
Fund size (AUM)$6.3B$10.6B
Since20242019
Dividend yield4.82%5.03%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.2%+7.0%
CAGR 3YN/A+5.9%
CAGR 5YN/A+1.3%
Sharpe 3YN/A0.41
Volatility 1Y4.18%4.20%
Max drawdown-3.20%-20.67%

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

Similar to SMBS and SCHI