Correlation
The correlation between AGG and SCHZ is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
AGG vs. SCHZ
Compare and contrast key facts about iShares Core U.S. Aggregate Bond ETF (AGG) and Schwab U.S. Aggregate Bond ETF (SCHZ).
AGG and SCHZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003. SCHZ is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Aggregate. It was launched on Jul 14, 2011. Both AGG and SCHZ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGG or SCHZ.
Performance
AGG vs. SCHZ - Performance Comparison
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Key characteristics
AGG:
1.11
SCHZ:
1.09
AGG:
1.61
SCHZ:
1.60
AGG:
1.19
SCHZ:
1.19
AGG:
0.49
SCHZ:
0.47
AGG:
2.78
SCHZ:
2.66
AGG:
2.15%
SCHZ:
2.20%
AGG:
5.39%
SCHZ:
5.36%
AGG:
-18.43%
SCHZ:
-18.74%
AGG:
-6.61%
SCHZ:
-7.01%
Returns By Period
The year-to-date returns for both stocks are quite close, with AGG having a 2.55% return and SCHZ slightly lower at 2.54%. Over the past 10 years, AGG has outperformed SCHZ with an annualized return of 1.57%, while SCHZ has yielded a comparatively lower 1.49% annualized return.
AGG
2.55%
-0.34%
0.82%
5.56%
1.52%
-0.92%
1.57%
SCHZ
2.54%
-0.35%
0.70%
5.42%
1.48%
-1.00%
1.49%
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AGG vs. SCHZ - Expense Ratio Comparison
AGG has a 0.05% expense ratio, which is higher than SCHZ's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
AGG vs. SCHZ — Risk-Adjusted Performance Rank
AGG
SCHZ
AGG vs. SCHZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. Aggregate Bond ETF (AGG) and Schwab U.S. Aggregate Bond ETF (SCHZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
AGG vs. SCHZ - Dividend Comparison
AGG's dividend yield for the trailing twelve months is around 3.81%, less than SCHZ's 4.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 3.81% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
SCHZ Schwab U.S. Aggregate Bond ETF | 4.03% | 3.96% | 3.28% | 2.63% | 2.16% | 2.43% | 2.79% | 2.79% | 2.40% | 2.24% | 2.11% | 2.03% |
Drawdowns
AGG vs. SCHZ - Drawdown Comparison
The maximum AGG drawdown since its inception was -18.43%, roughly equal to the maximum SCHZ drawdown of -18.74%. Use the drawdown chart below to compare losses from any high point for AGG and SCHZ.
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Volatility
AGG vs. SCHZ - Volatility Comparison
iShares Core U.S. Aggregate Bond ETF (AGG) has a higher volatility of 1.53% compared to Schwab U.S. Aggregate Bond ETF (SCHZ) at 1.45%. This indicates that AGG's price experiences larger fluctuations and is considered to be riskier than SCHZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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