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SPBO vs SCHJ

State Street SPDR Portfolio Corporate Bond ETF vs Schwab 1-5 Year Corporate Bond ETF

SPBO

State Street SPDR Portfolio Corporate Bond ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$2.0B

SCHJ

Schwab 1-5 Year Corporate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$759M

Key differences

  • SPBO covers global markets; SCHJ covers north america.
  • SPBO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPBOSCHJ
Annual cost (TER)0.03%0.03%
Fund size (AUM)$2.0B$759M
Since20112019
Dividend yield5.12%4.48%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.2%+4.8%
CAGR 3Y+5.7%+5.4%
CAGR 5Y+0.9%+2.3%
Sharpe 3Y0.360.70
Volatility 1Y4.45%1.87%
Max drawdown-22.04%-13.62%

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

Similar to SPBO and SCHJ