BAGIX vs. SCHP
Compare and contrast key facts about Baird Aggregate Bond Fund Class I (BAGIX) and Schwab U.S. TIPS ETF (SCHP).
BAGIX is managed by Baird. It was launched on Sep 29, 2000. SCHP is a passively managed fund by Charles Schwab that tracks the performance of the Barclays Capital U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L). It was launched on Aug 5, 2010.
Performance
BAGIX vs. SCHP - Performance Comparison
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BAGIX vs. SCHP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAGIX Baird Aggregate Bond Fund Class I | -0.06% | 7.37% | 1.85% | 6.42% | -13.35% | -1.46% | 8.63% | 9.48% | -0.31% | 4.20% |
SCHP Schwab U.S. TIPS ETF | 0.37% | 6.76% | 1.95% | 3.91% | -12.02% | 5.87% | 10.86% | 8.52% | -1.78% | 3.02% |
Returns By Period
In the year-to-date period, BAGIX achieves a -0.06% return, which is significantly lower than SCHP's 0.37% return. Over the past 10 years, BAGIX has underperformed SCHP with an annualized return of 2.07%, while SCHP has yielded a comparatively higher 2.56% annualized return.
BAGIX
- 1D
- 0.20%
- 1M
- -1.44%
- YTD
- -0.06%
- 6M
- 0.76%
- 1Y
- 4.14%
- 3Y*
- 4.12%
- 5Y*
- 0.47%
- 10Y*
- 2.07%
SCHP
- 1D
- -0.09%
- 1M
- -1.16%
- YTD
- 0.37%
- 6M
- 0.14%
- 1Y
- 2.84%
- 3Y*
- 3.12%
- 5Y*
- 1.37%
- 10Y*
- 2.56%
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BAGIX vs. SCHP - Expense Ratio Comparison
BAGIX has a 0.30% expense ratio, which is higher than SCHP's 0.05% expense ratio.
Return for Risk
BAGIX vs. SCHP — Risk / Return Rank
BAGIX
SCHP
BAGIX vs. SCHP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Aggregate Bond Fund Class I (BAGIX) and Schwab U.S. TIPS ETF (SCHP). 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.
| BAGIX | SCHP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.71 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.47 | 0.98 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.13 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.03 | +0.71 |
Martin ratioReturn relative to average drawdown | 5.08 | 3.07 | +2.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BAGIX | SCHP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.71 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.22 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.46 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 0.50 | +0.48 |
Correlation
The correlation between BAGIX and SCHP is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BAGIX vs. SCHP - Dividend Comparison
BAGIX's dividend yield for the trailing twelve months is around 4.18%, more than SCHP's 3.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAGIX Baird Aggregate Bond Fund Class I | 4.18% | 4.12% | 4.03% | 3.47% | 2.70% | 2.00% | 3.39% | 2.75% | 2.87% | 2.54% | 2.25% | 2.46% |
SCHP Schwab U.S. TIPS ETF | 3.72% | 4.06% | 2.99% | 3.02% | 7.19% | 4.39% | 1.11% | 2.02% | 2.26% | 1.90% | 1.38% | 0.28% |
Drawdowns
BAGIX vs. SCHP - Drawdown Comparison
The maximum BAGIX drawdown since its inception was -18.62%, which is greater than SCHP's maximum drawdown of -14.26%. Use the drawdown chart below to compare losses from any high point for BAGIX and SCHP.
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Drawdown Indicators
| BAGIX | SCHP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.62% | -14.26% | -4.36% |
Max Drawdown (1Y)Largest decline over 1 year | -2.63% | -2.78% | +0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -18.60% | -14.26% | -4.34% |
Max Drawdown (10Y)Largest decline over 10 years | -18.62% | -14.26% | -4.36% |
Current DrawdownCurrent decline from peak | -1.84% | -1.35% | -0.49% |
Average DrawdownAverage peak-to-trough decline | -2.36% | -3.97% | +1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 0.94% | -0.04% |
Volatility
BAGIX vs. SCHP - Volatility Comparison
Baird Aggregate Bond Fund Class I (BAGIX) has a higher volatility of 1.50% compared to Schwab U.S. TIPS ETF (SCHP) at 1.36%. This indicates that BAGIX's price experiences larger fluctuations and is considered to be riskier than SCHP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAGIX | SCHP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 1.36% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 2.49% | 2.22% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.28% | 4.04% | +0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.90% | 6.13% | -0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.88% | 5.60% | -0.72% |