BAGSX vs. SCHZ

In the year-to-date period, BAGSX achieves a 2.04% return, which is significantly lower than SCHZ's 2.22% return. Over the past 10 years, BAGSX has outperformed SCHZ with an annualized return of 1.54%, while SCHZ has yielded a comparatively lower 1.45% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BAGSX has a 0.55% expense ratio, which is higher than SCHZ's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baird Aggregate Bond Fund (BAGSX) 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.

The current BAGSX Sharpe Ratio is 0.98, which is comparable to the SCHZ Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of BAGSX and SCHZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BAGSX's dividend yield for the trailing twelve months is around 3.68%, less than SCHZ's 4.04% yield.

The maximum BAGSX drawdown since its inception was -19.80%, which is greater than SCHZ's maximum drawdown of -18.74%. Use the drawdown chart below to compare losses from any high point for BAGSX and SCHZ. For additional features, visit the drawdowns tool.