ETF Research and Analysis

by Phillip Yoo, CAIA
Schwab U.S. Aggregate Bond ETF's SCHZ Treasury-heavy portfolio may keep it from topping the intermediate-term bond Morningstar Category, but its low price tag and high credit-quality portfolio should set up for attractive   Read more 

Bull Case

This fund skews toward high-credit-quality holdings.
The fund’s conservative portfolio provides downside protection.
This fund is one of the lowest-cost options in its category. Read more 

Bear Case

Market-cap-weighting gives the portfolio a heavy tilt toward Treasuries that does not reflect the investment styles of many of its active peers in the category.
The fund’s heavy exposure to government bonds lowers its yield relative to some peers. Read more 

A blue-chip approach to the blockchain theme 
Watch more 

Premium Membership

View all of our analyst reports with a free trial to Premium.