Schwab 1-5 Year Corporate Bond ETF (SCHJ)
SCHJ is a passive ETF by Charles Schwab tracking the investment results of the Bloomberg US Corporate (1-5 Y). SCHJ launched on Oct 10, 2019 and has a 0.05% expense ratio.
ETF Info
| ISIN | US8085247141 |
|---|---|
| CUSIP | 808524714 |
| Issuer | Charles Schwab |
| Inception Date | Oct 10, 2019 |
| Region | North America (U.S.) |
| Category | Corporate Bonds |
| Leveraged | 1x |
| Index Tracked | Bloomberg US Corporate (1-5 Y) |
| Asset Class | Bond |
Expense Ratio
SCHJ has an expense ratio of 0.05%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SCHJ vs. SPSB, SCHJ vs. SCHQ, SCHJ vs. SLQD, SCHJ vs. GVI, SCHJ vs. SCHO, SCHJ vs. TNHIX, SCHJ vs. STIP, SCHJ vs. SCHZ, SCHJ vs. SHV, SCHJ vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Schwab 1-5 Year Corporate Bond ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Schwab 1-5 Year Corporate Bond ETF had a return of 5.50% year-to-date (YTD) and 8.80% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.50% | 25.48% |
| 1 month | -0.35% | 2.14% |
| 6 months | 4.16% | 12.76% |
| 1 year | 8.80% | 33.14% |
| 5 years (annualized) | 2.99% | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of SCHJ, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.26% | -0.45% | 0.72% | -0.32% | 1.03% | 0.88% | 1.67% | 1.13% | 0.96% | -0.62% | 5.50% | ||
| 2023 | 1.73% | -1.20% | 1.61% | 0.79% | -0.32% | 0.33% | 0.84% | 0.30% | -0.53% | -0.15% | 2.71% | 2.18% | 8.53% |
| 2022 | -1.25% | -0.72% | -1.69% | -1.52% | 0.90% | -1.27% | 1.71% | -1.65% | -2.13% | 0.00% | 2.19% | 0.30% | -5.13% |
| 2021 | -0.10% | -0.32% | -0.17% | 0.38% | 0.28% | 0.00% | 0.28% | 0.07% | -0.19% | -0.41% | -0.23% | 0.29% | -0.12% |
| 2020 | 0.85% | 0.66% | -3.16% | 2.77% | 1.66% | 1.13% | 0.55% | 0.28% | -0.27% | 0.30% | 0.72% | 0.52% | 6.06% |
| 2019 | -100.00% | 0.06% | 0.56% | -100.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SCHJ is 78, placing it in the top 22% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Schwab 1-5 Year Corporate Bond ETF (SCHJ) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Schwab 1-5 Year Corporate Bond ETF provided a 6.82% dividend yield over the last twelve months, with an annual payout of $1.67 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $1.67 | $1.09 | $0.63 | $0.32 | $0.95 | $0.18 |
Dividend yield | 6.82% | 4.52% | 2.68% | 1.25% | 3.69% | 0.72% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab 1-5 Year Corporate Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.16 | $0.15 | $0.15 | $0.08 | $0.17 | $0.15 | $0.17 | $0.17 | $0.16 | $0.09 | $1.46 | |
| 2023 | $0.00 | $0.05 | $0.10 | $0.06 | $0.05 | $0.11 | $0.13 | $0.05 | $0.13 | $0.07 | $0.13 | $0.21 | $1.09 |
| 2022 | $0.00 | $0.03 | $0.06 | $0.05 | $0.05 | $0.05 | $0.07 | $0.06 | $0.03 | $0.04 | $0.07 | $0.12 | $0.63 |
| 2021 | $0.00 | $0.04 | $0.05 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.04 | $0.02 | $0.04 | $0.32 |
| 2020 | $0.00 | $0.10 | $0.08 | $0.08 | $0.04 | $0.06 | $0.04 | $0.08 | $0.04 | $0.07 | $0.07 | $0.31 | $0.95 |
| 2019 | $0.06 | $0.12 | $0.18 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Schwab 1-5 Year Corporate Bond ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Schwab 1-5 Year Corporate Bond ETF was 100.00%, occurring on Mar 19, 2020. The portfolio has not yet recovered.
The current Schwab 1-5 Year Corporate Bond ETF drawdown is 100.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -100% | Oct 11, 2019 | 110 | Mar 19, 2020 | — | — | — |
Volatility
Volatility Chart
The current Schwab 1-5 Year Corporate Bond ETF volatility is 0.68%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.