OBNDvsSCHZETF Comparison
State Street SPDR Loomis Sayles Opportunistic Bond ETF
State Street SPDR Loomis Sayles Opportunistic Bond ETF (OBND) and Schwab U.S. Aggregate Bond ETF (SCHZ) belong to the same industry segment: US Aggregate Bonds. In contrast, SCHZ's top sector exposures are Sovereign, Industrials and Government Agencies. OBND is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.03% for SCHZ. OBND is down -0.16% year-to-date (YTD) with -$19M in YTD flows. SCHZ performs worse with -1.51% YTD performance, and +$1.65B in YTD flows. Run a side-by-side ETF comparison of OBND and SCHZ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
OBND vs SCHZ performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OBND SCHZ | -1.01%-0.04% | -1.41%-1.72% | -0.16%-1.51% | +0.66%-1.68% | +21.25%+14.88% | +9.14%-1.84% |
| Flows | OBND SCHZ | -+$124M | -$26M+$397M | -$19M+$1.65B | -$15M+$2.09B | -$5M+$3.92B | -$3M+$3.11B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OBND SCHZ | +2.86%+4.37% | +2.86%+3.85% | +3.36%+4.97% | +4.46%+5.98% |
| Max drawdown | OBND SCHZ | -2.30%-3.29% | -2.37%-4.68% | -2.88%-4.88% | -16.58%-17.41% |
| Max drawdown duration | OBND SCHZ | 50d52d | 59d229d | 86d284d | 1015d1556d |
OBND | SCHZ | |
Last sale 10/16/2026 at 1:30 PM | $24.73 | $22.29 |
| Previous close 10/15/2026 | $24.79 | $22.28 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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OBND | SCHZ | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
OBND | SCHZ | |
|---|---|---|
| Last price | $24.73 | $22.29 |
| 1D performance | -0.24% | +0.04% |
| AuM | $30.94 M | $10.67 B |
| E/R | 0.55% | 0.03% |
OBND | SCHZ | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | State Street Investment Management | Schwab ETFs |
| Benchmark | - | Bloomberg US Aggregate Bond Index |
| N° of holdings | - | 577 |
| Asset class | - | Bonds |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 27, 2021 | July 14, 2011 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
