BacktestPortfolios.com
Backtest any portfolio free - stocks, ETFs, crypto & gold, history back to 1871.
vs

BND vs SCHZ: Performance & Backtest Comparison

SCHZ delivered the higher return - 1.87% CAGR vs 1.61% - over 2011-08-31 → 2026-07-31.

Growth comparison

Drawdown

Annual returns

BNDSCHZ
NameVanguard Total Bond Market ETFSchwab US Aggregate Bond ETF
CAGR1.61%1.87%
Total return27.05%31.94%
Volatility4.57%4.61%
Max drawdown-20.63%Oct 2023-19.67%Oct 2023
Sharpe0.030.09
Sortino0.040.11
Best year8.83%8.65%
Worst year-14.69%-14.22%
Final balance$12,705$13,194

Correlation of monthly returns: 0.99. Wondering if you need both? Check their fund overlap →

All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.

Which has performed better, BND or SCHZ?

Over 2011-08-31 to 2026-07-31, SCHZ performed better: 1.87% annualized versus 1.61% for BND, with dividends reinvested. Past performance does not guarantee future results.

How similar are BND and SCHZ?

Their monthly returns have a correlation of 0.99 over the common period. BND is Vanguard Total Bond Market ETF; SCHZ is Schwab US Aggregate Bond ETF.

Which is riskier, BND or SCHZ?

Over the common period BND had 4.57% annualized volatility and a -20.63% max drawdown, versus 4.61% and -19.67% for SCHZ.