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SPLB vs SCHI

State Street SPDR Portfolio Long Term Corporate Bond ETF vs Schwab 5-10 Year Corporate Bond ETF

SPLB

State Street SPDR Portfolio Long Term Corporate Bond ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$1.3B

SCHI

Schwab 5-10 Year Corporate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$10.6B

Key differences

  • SCHI is significantly larger than SPLB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHI has delivered higher annualized returns.
  • SPLB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPLBSCHI
Annual cost (TER)0.04%0.03%
Fund size (AUM)$1.3B$10.6B
Since20092019
Dividend yield5.39%5.03%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.1%+7.0%
CAGR 3Y+4.7%+5.9%
CAGR 5Y-1.5%+1.3%
Sharpe 3Y0.150.41
Volatility 1Y8.24%4.20%
Max drawdown-34.46%-20.67%

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

Similar to SPLB and SCHI