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LVIG vs SCHZ

Longview Advantage Fixed Income ETF

LVIGCNasdaq

Schwab U.S. Aggregate Bond ETF

SCHZANYSE Arca

Overlap

No data

Expense ratio

SCHZ −0.31pt a year

LVIG0.34%SCHZ0.03%

Avg volume · 30D

SCHZ 435.4×the volume

LVIG5.44KSCHZ2.37M

LVIG vs SCHZ Performance

Jul 31, 2026 – Oct 30, 2026

−0.6%LVIG+0.1%SCHZ

Jul 31, 2026 to Oct 30, 2026. LVIG −0.6%. SCHZ +0.1%. Use the arrow keys to read each point.−2%−1%1%Jul 2026Sep 2026Oct 2026
Expense ratio
LVIG 0.34%
SCHZ 0.03%, better
Fund size
LVIG $118M
SCHZ $10.8B
1Y total return
LVIG No data
SCHZ −0.2%
Yield (12M)
LVIG No data
SCHZ 4.27%
Holdings
LVIG 4
SCHZ 12610
Avg volume (30D)
LVIG 5.44K sh
SCHZ 2.37M sh, better
NAV per share
LVIG $97.08
SCHZ $22.54
52W range

ETF.net Grade

LVIG: Cost 50, Risk 32, Mission not scored, Tradability 56, Holdings 20, Durability 14. SCHZ: Cost 97, Risk 47, Mission 100, Tradability 85, Holdings 78, Durability 88.
Pillar letters and Scores for LVIG, SCHZ, with each pillar’s weight
PillarLVIGSCHZ
Cost30% weightC50A97Higher
Mission25% weightNot scoredA100
Risk15% weightD32C47Higher
Tradability15% weightB56A85Higher
Holdings10% weightF20A78Higher
Durability5% weightF14A88Higher

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. LVIG 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 LVIG 98th 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 98CCRXPColumbia Core Plus Bond ETFScore 41
  6. Rank 98CLVIGLongview Advantage Fixed Income ETFScore 41
  7. Rank 100CCGIBCapital Group International Bond ETF (USD-Hedged)Score 40

Our read on each fund

ETF.net Research

LVIGCLongview Advantage Fixed Income ETF

SCHZASchwab U.S. Aggregate Bond ETF

In short

LVIG 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

LVIG 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

LVIG 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

LVIG 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 LVIG profile⁠

Full SCHZ profile⁠

LVIG vs SCHZ Holdings

As of
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.

LVIG vs SCHZ Cost

Overpaying LVIG vs SCHZ

$6,294

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

  • LVIG 0.34%

    $6,932

  • SCHZ 0.03%

    $638

$10,000
30 years

Cost over time

  • LVIG 0.34%
  • 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$8K051015202530LVIG $6,932SCHZ $638

Year by year

YearLVIGSCHZOverpaying
10$616$55$561
20$2,386$216$2,170
30$6,932$638$6,294

Expense ratio

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

SCHZ 2nd cheapest of 114 funds

LVIG 58th cheapest of 114 funds

LVIG vs SCHZ Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
LVIG No data
SCHZ 4.27%
Payout (12M)
LVIG None
SCHZ $0.96
Last payment
LVIG No data
SCHZ $0.08
Ex-dividend
LVIG No data
SCHZ Oct 1, 2026
Paid on
LVIG No data
SCHZ Oct 7, 2026
Frequency
LVIG No data
SCHZ Monthly

Distribution history

Per share, 2023 to 2026, same scale for both

LVIGAll LVIG payments⁠

No distribution history available.

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

LVIG vs SCHZ Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
LVIG No dataSCHZ 5.6%
Return per unit of riskSharpe ratio, 3 years
LVIG No dataSCHZ 0.17
Worst fallMax drawdown, 5 years
LVIG No dataSCHZ −17.5%
Market sensitivityBeta, 5 years
LVIG 0.05SCHZ 0.99

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