GBF vs. SCHZ
Compare and contrast key facts about iShares Government/Credit Bond ETF (GBF) and Schwab U.S. Aggregate Bond ETF (SCHZ).
GBF and SCHZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GBF is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Government/Credit Bond Index. It was launched on Jan 11, 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 GBF 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: GBF or SCHZ.
Correlation
The correlation between GBF 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
GBF vs. SCHZ - Performance Comparison
Loading data...
Key characteristics
GBF:
0.92
SCHZ:
0.96
GBF:
1.34
SCHZ:
1.42
GBF:
1.16
SCHZ:
1.17
GBF:
0.34
SCHZ:
0.41
GBF:
2.18
SCHZ:
2.39
GBF:
2.17%
SCHZ:
2.16%
GBF:
5.18%
SCHZ:
5.39%
GBF:
-19.67%
SCHZ:
-18.74%
GBF:
-9.28%
SCHZ:
-7.54%
Returns By Period
In the year-to-date period, GBF achieves a 1.66% return, which is significantly lower than SCHZ's 1.96% return. Both investments have delivered pretty close results over the past 10 years, with GBF having a 1.38% annualized return and SCHZ not far ahead at 1.39%.
GBF
1.66%
0.65%
0.84%
4.73%
-1.10%
1.38%
SCHZ
1.96%
0.83%
1.13%
5.15%
-0.92%
1.39%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GBF vs. SCHZ - Expense Ratio Comparison
GBF has a 0.20% 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
GBF vs. SCHZ — Risk-Adjusted Performance Rank
GBF
SCHZ
GBF vs. SCHZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Government/Credit Bond ETF (GBF) 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.
Loading data...
Dividends
GBF vs. SCHZ - Dividend Comparison
GBF's dividend yield for the trailing twelve months is around 3.89%, less than SCHZ's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GBF iShares Government/Credit Bond ETF | 3.89% | 3.94% | 3.03% | 2.13% | 1.22% | 1.64% | 2.64% | 2.59% | 2.31% | 2.09% | 2.04% | 2.08% |
SCHZ Schwab U.S. Aggregate Bond ETF | 4.05% | 3.96% | 3.28% | 2.63% | 2.16% | 2.43% | 2.79% | 2.79% | 2.40% | 2.24% | 2.11% | 2.03% |
Drawdowns
GBF vs. SCHZ - Drawdown Comparison
The maximum GBF drawdown since its inception was -19.67%, roughly equal to the maximum SCHZ drawdown of -18.74%. Use the drawdown chart below to compare losses from any high point for GBF and SCHZ. For additional features, visit the drawdowns tool.
Loading data...
Volatility
GBF vs. SCHZ - Volatility Comparison
iShares Government/Credit Bond ETF (GBF) has a higher volatility of 1.60% compared to Schwab U.S. Aggregate Bond ETF (SCHZ) at 1.52%. This indicates that GBF'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.
Loading data...