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SPSB vs SCHJ

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

SPSB

State Street SPDR Portfolio Short Term Corporate Bond ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$10.1B

SCHJ

Schwab 1-5 Year Corporate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$759M

Key differences

  • SPSB is significantly larger than SCHJ — larger funds tend to be more liquid and less likely to close.
  • SPSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPSBSCHJ
Annual cost (TER)0.04%0.03%
Fund size (AUM)$10.1B$759M
Since20092019
Dividend yield4.44%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.6%+4.8%
CAGR 3Y+5.2%+5.4%
CAGR 5Y+2.7%+2.3%
Sharpe 3Y0.930.70
Volatility 1Y1.33%1.87%
Max drawdown-11.75%-13.62%

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

Similar to SPSB and SCHJ