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AGG vs SCHZ
Both AGG and SCHZ are ETFs. AGG has a higher 5-year return than SCHZ (3.44% vs 3.42%). AGG and SCHZ have the same expense ratio (0.04%). Below is the comparison between AGG and SCHZ.
AGG | SCHZ | |
---|---|---|
Segment | Fixed Income: U.S. - Broad Market Investment Grade | Fixed Income: U.S. - Broad Market Investment Grade |
Issuer | BlackRock | Charles Schwab |
Net Assets | $86.17B | $8.77B |
Expense Ratio | 0.04% | 0.04% |
Management Style | passive (index-based) | passive (index-based) |
Dividend Yield | 2.14% | 2.43% |
Underlying Index | Bloomberg Barclays U.S. Aggregate Bond Index | Bloomberg Barclays U.S. Aggregate Bond Index |
YTD Return | -2.25% | -2.20% |
1-Year Return | 1.36% | 1.49% |
3-Year Return | 5.23% | 5.25% |
5-Year Return | 3.44% | 3.42% |
10-Year Return | 3.48% | N/A |
AGG description
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States investment grade securities markets as defined by the Barclays Capital U.S. Aggregate Index.
AGG performance & returns
YTD Return | -2.25% |
1-Month Return | -1.52% |
3-Month Return | -2.17% |
1-Year Return | 1.36% |
3-Year Return | 5.23% |
5-Year Return | 3.44% |
10-Year Return | 3.48% |
AGG holdings
Top 10 Holdings (13.82% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
BlackRock Cash Funds Instl SL Agency | BISXX | 8.59% |
Federal National Mortgage Association 2.5% | N/A | 0.87% |
Fnma Pass-Thru I 3% | N/A | 0.80% |
Federal National Mortgage Association 2% | N/A | 0.62% |
United States Treasury Notes 2.5% | N/A | 0.62% |
Fgold 30yr 2016 Production | N/A | 0.58% |
Fnma Pass-Thru I 2.5% | N/A | 0.58% |
Gnma2 30yr 2016 Production | N/A | 0.58% |
Government National Mortgage Association 2.5% | N/A | 0.58% |
Other relevant AGG comparisons
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- AGG vs BND
- AGG vs SCHZ
- AGG vs AGGY
- AGG vs NUAG
- AGG vs AGZD
- AGG vs AGND
SCHZ description
The Fund seeks to track the total return of the Barclays Capital U.S Aggregate Bond Index. This Index measures the performance of the U.S. investment grade, taxable bond market.
SCHZ performance & returns
YTD Return | -2.20% |
1-Month Return | -1.54% |
3-Month Return | -2.19% |
1-Year Return | 1.49% |
3-Year Return | 5.25% |
5-Year Return | 3.42% |
10-Year Return | N/A |
SCHZ holdings
Top 10 Holdings (2.18% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
United States Treasury Notes 3.12% | N/A | 0.36% |
United States Treasury Notes 0.62% | N/A | 0.33% |
United States Treasury Notes 2.62% | N/A | 0.32% |
United States Treasury Notes 2.88% | N/A | 0.30% |
United States Treasury Notes 2% | N/A | 0.29% |
United States Treasury Notes 2.38% | N/A | 0.29% |
United States Treasury Notes 2.5% | N/A | 0.29% |
Other relevant SCHZ comparisons
You may also want to check out the following SCHZ comparisons that investors often look for on Finny
- SCHZ vs BND
- SCHZ vs SCHB
- SCHZ vs SCHD
- SCHZ vs SWAGX
- SCHZ vs AGG
- SCHZ vs AGGY
- SCHZ vs NUAG
- SCHZ vs AGZD
- SCHZ vs AGND
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