Schwab US Aggregate Bond ETF (SCHZ)

  • Loading...
#17

Best Fit Corporate Debt Funds ETFs

U.S. News evaluated 68 Corporate Debt Funds ETFs and 34 make our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.

How we identify Best Fit Funds

Best Fit Scorecard
Costs Excellent
Tracking Error Good
Bid/Ask Ratio Good
Holdings Diversity Typical

Fund Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Fund Snapshot Updated 06.17.2013

Previous Close $51.38 Expense Ratio 0.05%
YTD Return 1.2% Avg. 30-Day Volume 88,375
1-Year Return 0.0% Market Cap Loading...
Bid $51.37 Shares Outstanding 8,900,000
Ask $51.40 Dividends $1.03
Top 10 Holdings
United States Treas Nts (—) 1.62%
United States Treas Nts (—) 1.52%
United States Treas Nts (—) 1.34%
United States Treas Nts (—) 1.25%
United States Treas Nts (—) 1.10%
United States Treas Nts (TMUNBUS912828QA14) 1.09%
United States Treas Nts (TMUNBUS912828TP55) 0.99%
United States Treas Nts (TMUNBUS912828RG74) 0.91%
United States Treas Nts (—) 0.87%
United States Treas Nts (—) 0.86%
% of Total Holdings 11.50%

Sector Breakdown

Geographic Breakdown

Advertisement
Best Fit Corporate Debt Funds

1

SPDR Barclays Intermediate Term Corporate Bond ETF (ITR)

2

SPDR Barclays Long Term Corporate Bond ETF (LWC)

3

Guggenheim BulletShares 2013 Corporate Bond ETF (BSCD)

4

iShares 10+ Year Credit Bond Fund (CLY)

See full rankings for Corporate Debt Funds

Slide Shows
7 Mutual Funds That Make Huge Bets

These funds invest much of their portfolios in one company.

Why Dow 14,000 Is a Tough Milestone

History shows this mark to be one of the most difficult for the market.

Emerging Markets to Consider in 2013

The Philippines, China and other key emerging markets for this year.