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AGND vs SCHZ

Both AGND and SCHZ are ETFs. AGND has a lower 5-year return than SCHZ (-1.15% vs 3.06%). Below is the comparison between AGND and SCHZ.

AGND SCHZ
Security Type ETF ETF
Segment Fixed Income: U.S. - Broad Market Investment Grade Fixed Income: U.S. - Broad Market Investment Grade
Family WisdomTree Charles Schwab
Net Assets N/A $8.85B
Expense Ratio N/A 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.65% 2.44%
Underlying Index Bloomberg Barclays Rate Hedged U.S. Aggregate Bond Index, Negative Five Duration Bloomberg Barclays U.S. Aggregate Bond Index
YTD Return -7.79% -1.72%
1-Year Return -6.36% -0.19%
3-Year Return -1.71% 5.41%
5-Year Return -1.15% 3.06%
10-Year Return 0.00% 0.00%

AGND description

AGND performance & returns

YTD Return -7.79%
1-Month Return 0.77%
3-Month Return -3.64%
1-Year Return -6.36%
3-Year Return -1.71%
5-Year Return -1.15%
10-Year Return 0.00%
AGND expense ratio is N/A.

AGND holdings

Top 10 Holdings (99.99% of Total Assets)

Name Symbol % Assets
Commercial Mortgage Trust 2015-Dc1 3.08% N/A 40.78%
Wells Fargo Commercial Mortgage Trust 3.1% N/A 24.71%
Morgan Stanley BAML Trust 3.53% N/A 20.74%
Rockwell Collins Incorporated 3.2% N/A 9.92%
Rockwell Collins Incorporated 4.8% N/A 3.84%

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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 -1.72%
1-Month Return 1.06%
3-Month Return 1.18%
1-Year Return -0.19%
3-Year Return 5.41%
5-Year Return 3.06%
10-Year Return 0.00%
SCHZ expense ratio is 0.04%.

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

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