Schwab U.S. Aggregate Bond ETF SCHZ is a great selection as a long-term core investment-grade bond fund, in large part thanks to its rock bottom fee. Its conservative portfolio further sets it up for long-term success, supporting a Morningstar Analyst Rating of Silver.
Will SCHZ outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHZ’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SCHZ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SCHZ’s parent organization’s priorities and whether they’re in line with investors’ interests.