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TMB vs SCHJ

Thornburg Multi Sector Bond ETF vs Schwab 1-5 Year Corporate Bond ETF

TMB

Thornburg Multi Sector Bond ETF

Annual cost

0.55%

Fund size

$179M

SCHJ

Schwab 1-5 Year Corporate Bond ETF

Annual cost

0.03%

Fund size

$759M

Key differences

  • SCHJ costs 0.52% less per year.
  • SCHJ is significantly larger than TMB — larger funds tend to be more liquid and less likely to close.
  • SCHJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TMBSCHJ
Annual cost (TER)0.55%0.03%
Fund size (AUM)$179M$759M
Since20252019
Dividend yield4.21%4.48%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.7%+5.0%
CAGR 3YN/A+5.6%
CAGR 5YN/A+2.4%
Sharpe 3YN/A0.79
Volatility 1Y2.80%1.87%
Max drawdown-2.01%-13.62%

Similar to TMB and SCHJ