Screener
TAXF vs SCHJ
American Century Diversified Municipal Bond ETF vs Schwab 1-5 Year Corporate Bond ETF
Key differences
Both TAXF and SCHJ are fixed income ETFs. TAXF charges 0.27% a year and SCHJ 0.03%. The main difference: TAXF follows a active selection strategy; SCHJ uses index tracking.
- TAXF follows a active selection strategy; SCHJ uses index tracking.
- SCHJ costs 0.24% less per year.
- Over the last three years, SCHJ has delivered higher annualized returns.
Side-by-side comparison
| TAXF | SCHJ | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.03% |
| Fund size (AUM) | $659M | $796M |
| Since | 2018 | 2019 |
| Dividend yield | 3.77% | 4.49% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.9% | +4.6% |
| CAGR 3Y | +4.1% | +5.7% |
| CAGR 5Y | +1.1% | +2.4% |
| Sharpe 3Y | 0.14 | 0.81 |
| Volatility 1Y | 3.01% | 1.88% |
| Max drawdown | -13.94% | -13.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.