SCHZ vs. ABNFX
Compare and contrast key facts about Schwab U.S. Aggregate Bond ETF (SCHZ) and American Funds The Bond Fund of America® Class F-2 (ABNFX).
SCHZ is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Aggregate Bond Index. It was launched on Jul 14, 2011. ABNFX is managed by American Funds. It was launched on Aug 4, 2008.
Performance
SCHZ vs. ABNFX - Performance Comparison
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SCHZ vs. ABNFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHZ Schwab U.S. Aggregate Bond ETF | 0.05% | 7.24% | 1.26% | 5.60% | -13.17% | -1.72% | 7.46% | 8.65% | -0.26% | 3.50% |
ABNFX American Funds The Bond Fund of America® Class F-2 | -0.82% | 7.42% | 1.42% | 4.29% | -13.08% | -0.88% | 10.86% | 8.08% | 0.15% | 3.48% |
Returns By Period
In the year-to-date period, SCHZ achieves a 0.05% return, which is significantly higher than ABNFX's -0.82% return. Over the past 10 years, SCHZ has underperformed ABNFX with an annualized return of 1.61%, while ABNFX has yielded a comparatively higher 1.93% annualized return.
SCHZ
- 1D
- 0.26%
- 1M
- -1.75%
- YTD
- 0.05%
- 6M
- 0.95%
- 1Y
- 4.41%
- 3Y*
- 3.57%
- 5Y*
- 0.20%
- 10Y*
- 1.61%
ABNFX
- 1D
- 0.45%
- 1M
- -2.51%
- YTD
- -0.82%
- 6M
- 0.27%
- 1Y
- 3.61%
- 3Y*
- 3.09%
- 5Y*
- 0.00%
- 10Y*
- 1.93%
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SCHZ vs. ABNFX - Expense Ratio Comparison
SCHZ has a 0.03% expense ratio, which is lower than ABNFX's 0.35% expense ratio.
Return for Risk
SCHZ vs. ABNFX — Risk / Return Rank
SCHZ
ABNFX
SCHZ vs. ABNFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Aggregate Bond ETF (SCHZ) and American Funds The Bond Fund of America® Class F-2 (ABNFX). 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.
| SCHZ | ABNFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.96 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.38 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.61 | +0.20 |
Martin ratioReturn relative to average drawdown | 5.21 | 4.66 | +0.55 |
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
| SCHZ | ABNFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.96 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.00 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.40 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.64 | -0.20 |
Correlation
The correlation between SCHZ and ABNFX is 0.87, 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
SCHZ vs. ABNFX - Dividend Comparison
SCHZ's dividend yield for the trailing twelve months is around 4.07%, more than ABNFX's 4.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHZ Schwab U.S. Aggregate Bond ETF | 4.07% | 4.05% | 3.96% | 3.28% | 2.63% | 2.16% | 2.43% | 2.79% | 2.56% | 2.40% | 2.24% | 2.11% |
ABNFX American Funds The Bond Fund of America® Class F-2 | 4.02% | 4.37% | 4.55% | 3.19% | 2.37% | 2.07% | 5.15% | 3.72% | 2.65% | 2.10% | 2.31% | 2.24% |
Drawdowns
SCHZ vs. ABNFX - Drawdown Comparison
The maximum SCHZ drawdown since its inception was -18.74%, which is greater than ABNFX's maximum drawdown of -17.69%. Use the drawdown chart below to compare losses from any high point for SCHZ and ABNFX.
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Drawdown Indicators
| SCHZ | ABNFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.74% | -17.69% | -1.05% |
Max Drawdown (1Y)Largest decline over 1 year | -2.51% | -2.94% | +0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -18.01% | -17.65% | -0.36% |
Max Drawdown (10Y)Largest decline over 10 years | -18.74% | -17.69% | -1.05% |
Current DrawdownCurrent decline from peak | -2.71% | -2.91% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -3.70% | -3.30% | -0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 1.02% | -0.15% |
Volatility
SCHZ vs. ABNFX - Volatility Comparison
Schwab U.S. Aggregate Bond ETF (SCHZ) has a higher volatility of 1.66% compared to American Funds The Bond Fund of America® Class F-2 (ABNFX) at 1.51%. This indicates that SCHZ's price experiences larger fluctuations and is considered to be riskier than ABNFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCHZ | ABNFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 1.51% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 2.49% | 2.48% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.29% | 4.39% | -0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.07% | 5.91% | +0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.40% | 4.87% | +0.53% |