Screener
TAXF vs SCHI
American Century Diversified Municipal Bond ETF vs Schwab 5-10 Year Corporate Bond ETF
Key differences
Both TAXF and SCHI are fixed income ETFs. TAXF charges 0.27% a year and SCHI 0.03%. The main difference: TAXF follows a active selection strategy; SCHI uses index tracking.
- TAXF follows a active selection strategy; SCHI uses index tracking.
- SCHI costs 0.24% less per year.
- SCHI is much larger than TAXF. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SCHI has delivered higher annualized returns.
Side-by-side comparison
| TAXF | SCHI | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.03% |
| Fund size (AUM) | $659M | $11.4B |
| Since | 2018 | 2019 |
| Dividend yield | 3.77% | 5.04% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.9% | +5.9% |
| CAGR 3Y | +4.1% | +6.4% |
| CAGR 5Y | +1.1% | +1.3% |
| Sharpe 3Y | 0.14 | 0.50 |
| Volatility 1Y | 3.01% | 4.15% |
| Max drawdown | -13.94% | -20.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.