BND vs SCHZ

Both BND and SCHZ are ETFs. BND has a higher 5-year return than SCHZ (4.1% vs 3.99%). BND and SCHZ have the same expense ratio (0.04%). Below is the comparison between BND and SCHZ.

BND SCHZ
Segment Fixed Income: U.S. - Broad Market Investment Grade Fixed Income: U.S. - Broad Market Investment Grade
Issuer Vanguard Charles Schwab
Net Assets $52.06B $7.52B
Expense Ratio 0.04% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.57% 2.66%
Underlying Index Bloomberg Barclays U.S. Aggregate Float Adjusted Index Bloomberg Barclays U.S. Aggregate Bond Index
YTD Return 6.85% 6.81%
1-Year Return 7.25% 7.18%
3-Year Return 5.19% 5.05%
5-Year Return 4.10% 3.99%
10-Year Return 3.59% N/A

BND description

The Fund seeks to track the performance of a broad, market-weighted bond index.

BND performance & returns

YTD Return 6.85%
1-Month Return -0.25%
3-Month Return -0.26%
1-Year Return 7.25%
3-Year Return 5.19%
5-Year Return 4.10%
10-Year Return 3.59%
BND expense ratio is 0.04%.

BND holdings

Top 10 Holdings (1.98% of Total Assets)

Name Symbol % Assets
Federal National Mortgage Association 2.5% N/A 0.65%
United States Treasury Bonds N/A 0.54%
Federal National Mortgage Association 2.45% N/A 0.40%
United States Treasury Notes N/A 0.39%

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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 6.81%
1-Month Return -0.23%
3-Month Return -0.27%
1-Year Return 7.18%
3-Year Return 5.05%
5-Year Return 3.99%
10-Year Return N/A
SCHZ expense ratio is 0.04%.

SCHZ holdings

Top 10 Holdings (2.93% of Total Assets)

Name Symbol % Assets
Federal National Mortgage Association 3% N/A 0.78%
United States Treasury Notes 3.12% N/A 0.36%
United States Treasury Notes 2.62% N/A 0.33%
United States Treasury Notes 2.88% N/A 0.30%
United States Treasury Notes 2.5% 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 2.12% N/A 0.28%

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