SCHZ vs. AGG
Compare and contrast key facts about Schwab U.S. Aggregate Bond ETF (SCHZ) and iShares Core U.S. Aggregate Bond ETF (AGG).
SCHZ and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003. Both SCHZ and AGG 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: SCHZ or AGG.
Correlation
The correlation between SCHZ and AGG is -0.06. 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
SCHZ vs. AGG - Performance Comparison
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Key characteristics
SCHZ:
0.85
AGG:
0.84
SCHZ:
1.38
AGG:
1.37
SCHZ:
1.16
AGG:
1.16
SCHZ:
0.40
AGG:
0.41
SCHZ:
2.30
AGG:
2.38
SCHZ:
2.17%
AGG:
2.13%
SCHZ:
5.35%
AGG:
5.37%
SCHZ:
-18.74%
AGG:
-18.43%
SCHZ:
-7.42%
AGG:
-7.03%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with SCHZ at 2.09% and AGG at 2.09%. Both investments have delivered pretty close results over the past 10 years, with SCHZ having a 1.44% annualized return and AGG not far ahead at 1.51%.
SCHZ
2.09%
0.03%
1.92%
4.71%
-0.94%
1.44%
AGG
2.09%
0.11%
1.95%
4.82%
-0.88%
1.51%
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SCHZ vs. AGG - Expense Ratio Comparison
SCHZ has a 0.04% expense ratio, which is lower than AGG'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%.
Risk-Adjusted Performance
SCHZ vs. AGG — Risk-Adjusted Performance Rank
SCHZ
AGG
SCHZ vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Aggregate Bond ETF (SCHZ) and iShares Core U.S. Aggregate Bond ETF (AGG). 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
SCHZ vs. AGG - Dividend Comparison
SCHZ's dividend yield for the trailing twelve months is around 4.04%, more than AGG's 3.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHZ Schwab U.S. Aggregate Bond ETF | 4.04% | 3.96% | 3.28% | 2.63% | 2.16% | 2.43% | 2.79% | 2.79% | 2.40% | 2.24% | 2.11% | 2.03% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.83% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
SCHZ vs. AGG - Drawdown Comparison
The maximum SCHZ drawdown since its inception was -18.74%, roughly equal to the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for SCHZ and AGG. For additional features, visit the drawdowns tool.
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Volatility
SCHZ vs. AGG - Volatility Comparison
The current volatility for Schwab U.S. Aggregate Bond ETF (SCHZ) is 1.47%, while iShares Core U.S. Aggregate Bond ETF (AGG) has a volatility of 1.57%. This indicates that SCHZ experiences smaller price fluctuations and is considered to be less risky than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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