TBUX vs. SCHZ

In the year-to-date period, TBUX achieves a 1.76% return, which is significantly lower than SCHZ's 2.22% return.

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TBUX has a 0.17% 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%.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Ultra Short-Term Bond ETF (TBUX) 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.

The current TBUX Sharpe Ratio is 4.14, which is higher than the SCHZ Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of TBUX and SCHZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TBUX's dividend yield for the trailing twelve months is around 5.19%, more than SCHZ's 4.04% yield.

The maximum TBUX drawdown since its inception was -1.79%, smaller than the maximum SCHZ drawdown of -18.74%. Use the drawdown chart below to compare losses from any high point for TBUX and SCHZ. For additional features, visit the drawdowns tool.