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SMTH vs SCHJ

ALPS Smith Core Plus Bond ETF vs Schwab 1-5 Year Corporate Bond ETF

SMTH

ALPS Smith Core Plus Bond ETF

ALPS

Annual cost

0.59%

Fund size

$2.7B

SCHJ

Schwab 1-5 Year Corporate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$759M

Key differences

  • SCHJ costs 0.56% less per year.
  • SMTH is significantly larger than SCHJ — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

SMTHSCHJ
Annual cost (TER)0.59%0.03%
Fund size (AUM)$2.7B$759M
Since20232019
Dividend yield4.41%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+4.8%
CAGR 3YN/A+5.4%
CAGR 5YN/A+2.3%
Sharpe 3YN/A0.70
Volatility 1Y3.95%1.87%
Max drawdown-4.10%-13.62%

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

Similar to SMTH and SCHJ