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AGG vs SCHZ
Both AGG and SCHZ are ETFs. AGG has a higher 5-year return than SCHZ (3.31% vs 3.26%). AGG has a higher expense ratio than SCHZ (0.05% vs 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 | $65.94B | $6.88B |
| Expense Ratio | 0.05% | 0.04% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 2.71% | 2.77% |
| Underlying Index | Bloomberg Barclays U.S. Aggregate Bond Index | Bloomberg Barclays U.S. Aggregate Bond Index |
| YTD Return | 8.99% | 9.13% |
| 1-Year Return | 10.32% | 10.18% |
| 3-Year Return | 3.07% | 2.99% |
| 5-Year Return | 3.31% | 3.26% |
| 10-Year Return | 3.76% | 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 returns
| YTD Return | 8.99% |
| 1-Month Return | 2.78% |
| 3-Month Return | 4.10% |
| 1-Year Return | 10.32% |
| 3-Year Return | 3.07% |
| 5-Year Return | 3.31% |
| 10-Year Return | 3.76% |
AGG expense ratio is 0.05%.
AGG holdings
Top 10 Holdings (0.00% of Total Assets)
| Name | Symbol | % Assets |
|---|
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 returns
| YTD Return | 9.13% |
| 1-Month Return | 2.68% |
| 3-Month Return | 4.33% |
| 1-Year Return | 10.18% |
| 3-Year Return | 2.99% |
| 5-Year Return | 3.26% |
| 10-Year Return | N/A |
SCHZ expense ratio is 0.04%.
SCHZ holdings
Top 10 Holdings (4.38% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| United States Treasury Notes 2.5% | N/A | 0.64% |
| United States Treasury Notes 2% | N/A | 0.5% |
| Federal National Mortgage Association 4% | N/A | 0.45% |
| United States Treasury Notes 2.25% | N/A | 0.44% |
| United States Treasury Notes 3.12% | N/A | 0.42% |
| United States Treasury Notes 2.25% | N/A | 0.42% |
| United States Treasury Notes 2.88% | N/A | 0.4% |
| United States Treasury Notes 2.12% | N/A | 0.39% |
| United States Treasury Notes 2.5% | N/A | 0.37% |
| United States Treasury Notes 2.62% | N/A | 0.35% |
