Skip to content
etf.net

BD vs SCHZ

Russell Investments Core Plus Bond ETF

BDDNYSE Arca

Schwab U.S. Aggregate Bond ETF

SCHZANYSE Arca

Overlap

No data

Expense ratio

SCHZ −0.36pt a year

BD0.39%SCHZ0.03%

Avg volume · 30D

SCHZ 22.6×the volume

BD105KSCHZ2.37M

BD vs SCHZ Performance

Jul 31, 2026 – Oct 30, 2026

−0.5%BD+0.1%SCHZ

Jul 31, 2026 to Oct 30, 2026. BD −0.5%. SCHZ +0.1%. Use the arrow keys to read each point.−3%−2%−1%1%Jul 2026Sep 2026Oct 2026
Expense ratio
BD 0.39%
SCHZ 0.03%, better
Fund size
BD $269M
SCHZ $10.8B
1Y total return
BD No data
SCHZ −0.2%
Yield (12M)
BD No data
SCHZ 4.27%
Holdings
BD 394
SCHZ 12610
Avg volume (30D)
BD 105K sh
SCHZ 2.37M sh, better
NAV per share
BD $24.27
SCHZ $22.54
52W range

ETF.net Grade

BD: Cost 36, Risk 32, Mission not scored, Tradability 36, Holdings 47, Durability 22. SCHZ: Cost 97, Risk 47, Mission 100, Tradability 85, Holdings 78, Durability 88.
Pillar letters and Scores for BD, SCHZ, with each pillar’s weight
PillarBDSCHZ
Cost30% weightD36A97Higher
Mission25% weightNot scoredA100
Risk15% weightD32C47Higher
Tradability15% weightD36A85Higher
Holdings10% weightC47A78Higher
Durability5% weightF22A88Higher

Rank among US Aggregate Bond funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. BD and SCHZ are both graded against the same 114 US Aggregate Bond funds, so their Grades compare head to head.

US Aggregate Bond⁠

Category · 114 funds
See all 114 ›

SCHZ ranks 2nd and BD 103rd of 114 funds in the US Aggregate Bond Category.

  1. Rank 1AAGGiShares Core U.S. Aggregate Bond ETFScore 87
  2. Rank 2AIUSBiShares Core Universal USD Bond ETFScore 86
  3. Rank 2ASCHZSchwab U.S. Aggregate Bond ETFScore 86
  4. Rank 2ASPABState Street SPDR Portfolio Aggregate Bond ETFScore 86
  5. Rank 102DWSDBWeitz Short Duration Bond ETFScore 37
  6. Rank 103DBDRussell Investments Core Plus Bond ETFScore 35
  7. Rank 103DLSCPThe Natixis Loomis Sayles Dynamic Core Plus ETFScore 35

Our read on each fund

ETF.net Research

BDDRussell Investments Core Plus Bond ETF

SCHZASchwab U.S. Aggregate Bond ETF

In short

BD No data

SCHZ Schwab's core bond holding: the broad U.S. investment-grade bond market, over 10,000 issues deep, for 0.03% a year. That is the floor of a category whose median fee is more than ten times higher. Running since 2011, pays monthly.

Stated mandate

BD No data

SCHZ The fund seeks to track the total return of an index representing the broad U.S. investment-grade bond market.

Why people hold it

BD No data

  • SCHZ 0.03% a year sits at the category floor, against a cohort median of 0.36%. Only a short list of aggregate-bond funds matches it, including AGG, BND and SPAB.
  • Tracks the Bloomberg US Aggregate Bond Index tightly, one of the cleanest index implementations among the 187 funds in its peer group.schwabassetmanagement.com
  • One ticker, thousands of investment-grade U.S. bonds, income paid monthly. The plumbing of a bond portfolio without buying a single bond yourself.
  • Live since 2011 and now a multi-billion-dollar fund that trades actively, so trading costs on ordinary retail-sized orders tend to be minor.

Worth knowing

BD No data

  • SCHZ This is duration exposure, not a cash substitute. Interest-rate moves, not credit selection, drive most of the ride, and that is the weakest part of its risk profile.
  • Investment grade and U.S. only: no high-yield, no foreign bonds. Funds like BNDX cover the international side of the cohort.
  • The aggregate-bond aisle is commoditized. Against AGG, BND and SPAB at the same 0.03%, the differences come down to index variant and where you already custody, not fee.

Full BD profile⁠

Full SCHZ profile⁠

BD vs SCHZ Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

BD vs SCHZ Cost

Overpaying BD vs SCHZ

$7,260

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • BD 0.39%

    $7,898

  • SCHZ 0.03%

    $638

$10,000
30 years

Cost over time

  • BD 0.39%
  • SCHZ 0.03%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2K$4K$6K$8K051015202530BD $7,898SCHZ $638

Year by year

YearBDSCHZOverpaying
10$705$55$650
20$2,725$216$2,509
30$7,898$638$7,260

Expense ratio

  • 0.39%BD
  • 0.03%SCHZ, cheaper
  • Middle half of US Aggregate Bond funds
  • Median 0.34%

SCHZ 2nd cheapest of 114 funds

BD 67th cheapest of 114 funds

BD vs SCHZ Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
BD No data
SCHZ 4.27%
Payout (12M)
BD No data
SCHZ $0.96
Last payment
BD $0.10
SCHZ $0.08
Ex-dividend
BD Oct 2, 2026
SCHZ Oct 1, 2026
Paid on
BD Oct 6, 2026
SCHZ Oct 7, 2026
Frequency
BD Monthly
SCHZ Monthly

Distribution history

Per share, 2023 to 2026, same scale for both

BDMonthly · 3 paymentsAll BD payments⁠
One bar per payment. 3 payments from 2023 to 2026 YTD. Aug 4, 2026 $0.12; Sep 2, 2026 $0.10; Oct 2, 2026 $0.10. Use the arrow keys to read each point.$0$0.1020232026YTD
SCHZMonthly · 45 paymentsAll SCHZ payments⁠
One bar per payment. 45 payments from 2023 to 2026 YTD. Feb 1, 2023 $0.06; Mar 1, 2023 $0.06; Apr 3, 2023 $0.06; May 1, 2023 $0.06; Jun 1, 2023 $0.06; Jul 3, 2023 $0.06; Aug 1, 2023 $0.06; Sep 1, 2023 $0.07; Oct 2, 2023 $0.07; Nov 1, 2023 $0.07; Dec 1, 2023 $0.07; Dec 15, 2023 $0.07; Feb 1, 2024 $0.08; Mar 1, 2024 $0.07; Apr 1, 2024 $0.07; May 1, 2024 $0.07; Jun 3, 2024 $0.08; Jul 1, 2024 $0.07; Aug 1, 2024 $0.08; Sep 3, 2024 $0.08; Oct 1, 2024 $0.07; Nov 1, 2024 $0.08; Dec 2, 2024 $0.07; Dec 20, 2024 $0.08; Feb 3, 2025 $0.09; Mar 3, 2025 $0.08; Apr 1, 2025 $0.07; May 1, 2025 $0.08; Jun 2, 2025 $0.08; Jul 1, 2025 $0.08; Aug 1, 2025 $0.08; Sep 2, 2025 $0.08; Oct 1, 2025 $0.08; Nov 3, 2025 $0.08; Dec 1, 2025 $0.07; Dec 19, 2025 $0.08; Feb 2, 2026 $0.09; Mar 2, 2026 $0.08; Apr 1, 2026 $0.08; May 1, 2026 $0.08; Jun 1, 2026 $0.08; Jul 1, 2026 $0.08; Aug 3, 2026 $0.09; Sep 1, 2026 $0.08; Oct 1, 2026 $0.08. Use the arrow keys to read each point.$0$0.1020232026YTD

BD vs SCHZ Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
BD No dataSCHZ 5.6%
Return per unit of riskSharpe ratio, 3 years
BD No dataSCHZ 0.17
Worst fallMax drawdown, 5 years
BD No dataSCHZ −17.5%
Market sensitivityBeta, 5 years
BD 0.92SCHZ 0.99

BD and SCHZ in the news

All news⁠

Popular comparisons

  • BDDvsAGGA

    Russell Investments Core Plus Bond ETF · iShares Core U.S. Aggregate Bond ETF

    Expense ratio
    0.39% · 0.03%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • SCHZAvsAGGA

    Schwab U.S. Aggregate Bond ETF · iShares Core U.S. Aggregate Bond ETF

    Expense ratio
    0.03% · 0.03%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • BDDvsIUSBA

    Russell Investments Core Plus Bond ETF · iShares Core Universal USD Bond ETF

    Expense ratio
    0.39% · 0.06%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • SCHZAvsIUSBA

    Schwab U.S. Aggregate Bond ETF · iShares Core Universal USD Bond ETF

    Expense ratio
    0.03% · 0.06%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • BDDvsSPABA

    Russell Investments Core Plus Bond ETF · State Street SPDR Portfolio Aggregate Bond ETF

    Expense ratio
    0.39% · 0.03%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • SCHZAvsSPABA

    Schwab U.S. Aggregate Bond ETF · State Street SPDR Portfolio Aggregate Bond ETF

    Expense ratio
    0.03% · 0.03%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.