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SCHB vs. AGG

Schwab U.S. Broad Market ETF

SCHB
$--
vs

iShares Core U.S. Aggregate Bond ETF

AGG
$--

Correlation

0.28
SCHBSchwab U.S. Broad Market ETF
AGGiShares Core U.S. Aggregate Bond ETF

What is SCHB?

The fund offers diversified exposure across large- and small-cap U.S. stocks. It seeks investment results that track performance before fees and expenses of the approximately 2500-stock Dow Jones U.S. Broad Stock Market Index?.

Snapshot
**

SCHB Schwab U.S. Broad Market ETF
AGG iShares Core U.S. Aggregate Bond ETF
Inception date
Nov 03 2009
Sep 22 2003
Expense ratio
0.03%
0.03%
SCHB and AGG have the same expense ratio, meaning it’s equally as costly to invest in either one.
Type
US Equities
US Bonds
SCHB targets investing in US Equities, while AGG targets investing in US Bonds.
Fund owner
Schwab
Blackrock (iShares)
SCHB is managed by Schwab, while AGG is managed by Blackrock (iShares).
Volume (1m avg. daily)
$35,304,784
$631,408,505
Both SCHB and AGG are considered high-volume assets. They’re less likely to be affected by issues like slippage and failed orders on Composer than low-volume assets.
AUM
$22,376,795,984
$91,680,069,240
SCHB has more assets under management than AGG by $69,303,273,256. Higher AUM can be associated with better liquidity and lower slippage in trading.
Associated index
Dow Jones U.S. Broad Stock Market Index
Bloomberg US Aggregate Bond Index
SCHB is based off of the Dow Jones U.S. Broad Stock Market Index, while AGG is based off of the Bloomberg US Aggregate Bond Index
Inverse/Leveraged
No
No
SCHB and AGG use the same leverage ratio. Inverse and leveraged ETFs can be used to either take an opposite position or amplify returns of a given index.
Passive/Active
Passive
Passive
SCHB and AGG both use a Passive investing strategy. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.
Dividend
No
No
SCHB and AGG may offer dividends. The frequency and yield of the dividend may not be the same.
Prospectus
Neither SCHB nor AGG require a K1.
When ETFs are uncorrelated, it’s common for them to be used as complements in a trading strategy. This means it makes sense to be holding both of them at the same time, or to use one as a hedge for the other.

Automated Strategies
Related toSCHB

#WIR

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Category

Living With High Inflation, Worried about Inflation?

Risk Rating

Moderate

Automated Strategies
Related toAGG

#DPE

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Category

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Risk Rating

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Create your own algorithmic
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Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.