This is a comparison between AGG and SCHZ. The table below summarizes the key parameters for these two funds across several dimensions: return, expense ratio, net assets, segment and tax-cost ratio.
|Segment||Fixed Income: U.S. - Broad Market Investment Grade||Fixed Income: U.S. - Broad Market Investment Grade|
|Management Style||passive (index-based)||passive (index-based)|
|Underlying Index||Bloomberg Barclays U.S. Aggregate Bond Index||Bloomberg Barclays U.S. Aggregate Bond Index|
|1-Year Tax Cost Ratio||1.03%||1.11%|
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States investment grade securities markets as defined by the Barclays Capital U.S. Aggregate Index.
Top 10 Holdings (0.00% of Total Assets)
The Fund seeks to track the total return of the Barclays Capital U.S Aggregate Bond Index. This Index measures the performance of the U.S. investment grade, taxable bond market.
Top 10 Holdings (0.32% of Total Assets)
|US Treasury Note 1.375%||N/A||0.32%|