BND vs. SCHZ
Compare and contrast key facts about Vanguard Total Bond Market ETF (BND) and Schwab U.S. Aggregate Bond ETF (SCHZ).
BND and SCHZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007. 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 BND 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: BND or SCHZ.
Correlation
The correlation between BND and SCHZ is -0.08. 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.
Performance
BND vs. SCHZ - Performance Comparison
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Key characteristics
BND:
0.72
SCHZ:
0.70
BND:
1.07
SCHZ:
1.06
BND:
1.13
SCHZ:
1.12
BND:
0.31
SCHZ:
0.31
BND:
1.86
SCHZ:
1.76
BND:
2.10%
SCHZ:
2.18%
BND:
5.32%
SCHZ:
5.38%
BND:
-18.84%
SCHZ:
-18.74%
BND:
-8.23%
SCHZ:
-8.19%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with BND at 1.24% and SCHZ at 1.24%. Both investments have delivered pretty close results over the past 10 years, with BND having a 1.39% annualized return and SCHZ not far behind at 1.33%.
BND
1.24%
-0.19%
0.91%
3.79%
1.26%
-1.19%
1.39%
SCHZ
1.24%
-0.23%
0.90%
3.72%
1.16%
-1.21%
1.33%
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BND vs. SCHZ - Expense Ratio Comparison
BND has a 0.03% expense ratio, which is lower than SCHZ's 0.04% 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%.
Risk-Adjusted Performance
BND vs. SCHZ — Risk-Adjusted Performance Rank
BND
SCHZ
BND vs. SCHZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market ETF (BND) 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
BND vs. SCHZ - Dividend Comparison
BND's dividend yield for the trailing twelve months is around 3.79%, less than SCHZ's 4.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BND Vanguard Total Bond Market ETF | 3.79% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
SCHZ Schwab U.S. Aggregate Bond ETF | 4.08% | 3.96% | 3.28% | 2.63% | 2.16% | 2.43% | 2.79% | 2.79% | 2.40% | 2.24% | 2.11% | 2.03% |
Drawdowns
BND vs. SCHZ - Drawdown Comparison
The maximum BND drawdown since its inception was -18.84%, roughly equal to the maximum SCHZ drawdown of -18.74%. Use the drawdown chart below to compare losses from any high point for BND and SCHZ. For additional features, visit the drawdowns tool.
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Volatility
BND vs. SCHZ - Volatility Comparison
Vanguard Total Bond Market ETF (BND) and Schwab U.S. Aggregate Bond ETF (SCHZ) have volatilities of 1.55% and 1.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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