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BND vs. SCHI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BND vs. SCHI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Total Bond Market ETF (BND) and Schwab 5-10 Year Corporate Bond ETF (SCHI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BND achieves a -0.07% return, which is significantly higher than SCHI's -0.25% return.


BND

1D
-0.03%
1M
-0.67%
YTD
-0.07%
6M
0.23%
1Y
4.87%
3Y*
3.89%
5Y*
-0.05%
10Y*
1.53%

SCHI

1D
-0.04%
1M
-0.74%
YTD
-0.25%
6M
0.06%
1Y
6.09%
3Y*
6.07%
5Y*
1.08%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BND vs. SCHI - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
BND
Vanguard Total Bond Market ETF
-0.07%7.08%1.38%5.65%-13.11%-1.86%7.71%-0.29%
SCHI
Schwab 5-10 Year Corporate Bond ETF
-0.25%9.47%3.32%8.97%-14.06%-1.85%9.74%0.83%

Correlation

The correlation between BND and SCHI is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.95

Correlation (3Y)
Calculated over the trailing 3-year period

0.96

Correlation (5Y)
Calculated over the trailing 5-year period

0.95

Correlation (All Time)
Calculated using the full available price history since Oct 10, 2019

0.92

The correlation between BND and SCHI has been stable across timeframes, ranging from 0.92 to 0.96 - a consistent structural relationship.

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Return for Risk

BND vs. SCHI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BND
BND Risk / Return Rank: 4040
Overall Rank
BND Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
BND Sortino Ratio Rank: 4343
Sortino Ratio Rank
BND Omega Ratio Rank: 3838
Omega Ratio Rank
BND Calmar Ratio Rank: 4040
Calmar Ratio Rank
BND Martin Ratio Rank: 3838
Martin Ratio Rank

SCHI
SCHI Risk / Return Rank: 4646
Overall Rank
SCHI Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
SCHI Sortino Ratio Rank: 4949
Sortino Ratio Rank
SCHI Omega Ratio Rank: 4545
Omega Ratio Rank
SCHI Calmar Ratio Rank: 4545
Calmar Ratio Rank
SCHI Martin Ratio Rank: 4545
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BND vs. SCHI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market ETF (BND) and Schwab 5-10 Year Corporate Bond ETF (SCHI). 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.


BNDSCHIDifference
Sharpe ratioReturn per unit of total volatility

-0.17

Sortino ratioReturn per unit of downside risk

-0.23

Omega ratioGain probability vs. loss probability

1.23

1.26

-0.03

Calmar ratioReturn relative to maximum drawdown

1.83

2.03

-0.21

Martin ratioReturn relative to average drawdown

5.43

6.77

-1.34

BND vs. SCHI - Sharpe Ratio Comparison

The current BND Sharpe Ratio is 1.32, which is comparable to the SCHI Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of BND and SCHI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BNDSCHIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.32

1.49

-0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.01

0.16

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.29

+0.30

Drawdowns

BND vs. SCHI - Drawdown Comparison

The maximum BND drawdown since its inception was -18.58%, smaller than the maximum SCHI drawdown of -20.67%. Use the drawdown chart below to compare losses from any high point for BND and SCHI.


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Drawdown Indicators


BNDSCHIDifference

Max Drawdown

Largest peak-to-trough decline

-18.58%

-20.67%

+2.09%

Max Drawdown (1Y)

Largest decline over 1 year

-2.68%

-3.01%

+0.33%

Max Drawdown (3Y)

Largest decline over 3 years

-5.92%

-6.14%

+0.22%

Max Drawdown (5Y)

Largest decline over 5 years

-17.91%

-20.67%

+2.76%

Max Drawdown (10Y)

Largest decline over 10 years

-18.58%

Current Drawdown

Current decline from peak

-2.70%

-1.80%

-0.90%

Average Drawdown

Average peak-to-trough decline

-3.06%

-5.70%

+2.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.90%

0.90%

0.00%

Volatility

BND vs. SCHI - Volatility Comparison

The current volatility for Vanguard Total Bond Market ETF (BND) is 1.20%, while Schwab 5-10 Year Corporate Bond ETF (SCHI) has a volatility of 1.33%. This indicates that BND experiences smaller price fluctuations and is considered to be less risky than SCHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BNDSCHIDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.20%

1.33%

-0.13%

Volatility (6M)

Calculated over the trailing 6-month period

2.69%

3.14%

-0.45%

Volatility (1Y)

Calculated over the trailing 1-year period

3.72%

4.12%

-0.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.02%

6.66%

-0.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.53%

7.40%

-1.87%

BND vs. SCHI - Expense Ratio Comparison

BND has a 0.03% expense ratio, which is lower than SCHI's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

BND vs. SCHI - Dividend Comparison

BND's dividend yield for the trailing twelve months is around 3.98%, less than SCHI's 5.07% yield.


PositionTTM20252024202320222021202020192018201720162015
BND
Vanguard Total Bond Market ETF
3.98%3.86%3.67%3.09%2.60%2.12%2.38%2.72%2.81%2.54%2.51%2.57%
SCHI
Schwab 5-10 Year Corporate Bond ETF
5.07%4.99%5.11%4.27%3.10%1.93%2.31%0.53%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.95, BND and SCHI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

SCHI has higher volatility (1.33%) compared to BND (1.20%). In terms of maximum drawdown, BND dropped -18.58% vs SCHI's -20.67%.

On 5-year performance, SCHI leads with 1.08% vs -0.05% for BND. On fees, BND is cheaper at 0.03% per year. On volatility, BND has been the lower-risk option at 1.20%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SCHI has performed better with a 1.08% return vs -0.05%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BND is cheaper with a 0.03% expense ratio, compared with 0.05% for SCHI.

SCHI has the higher dividend yield at 5.07%, compared with 3.98% for BND.

BND is categorized as Total Bond Market, while SCHI is Corporate Bonds. BND tracks Bloomberg U.S. Aggregate Float Adjusted Index, while SCHI tracks Bloomberg US Aggregate Credit - Corporate (5-10 Y). They also come from different issuers: Vanguard and Charles Schwab. Their fees differ too: 0.03% for BND and 0.05% for SCHI.

SCHI currently has the higher Sharpe Ratio (1.49 vs 1.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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