ETF comparison

LTPZvsSCHZ

TIPS vs US Aggregate Bond.

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund · Schwab U.S. Aggregate Bond ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0%

1 positions appear in both funds. Buying equal dollars of LTPZ and SCHZ would leave roughly0.0%of each dollar exposed to the same underlying securities.

LTPZ only 99.5%Shared 0.0%SCHZ only 98.9%
In LTPZ only
15 positions
Shared
1 positions
In SCHZ only
12,326 positions

Side by side

LTPZ

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund

PIMCO · TIPS

55composite / 100
Expense ratio
0.20%
Net assets
$849.2M
TTM yield
6.53%
Top-10 conc.
77.9%
SCHZ

Schwab U.S. Aggregate Bond ETF

Schwab · US Aggregate Bond

89composite / 100
Expense ratio
0.030%
Net assets
$10.67B
TTM yield
4.27%
Top-10 conc.
4.9%

Sub-score comparison

80
Cost
97
45
Tax efficiency
52
53
Liquidity
100
3
Concentration
100
Tracking quality
LTPZsub-scoreSCHZ

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

SCHZ is 17 bps cheaper than LTPZ. On a $100,000 position that's about $170/yr more in fees for LTPZ.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with LTPZ vs SCHZ.

Top shared holdings

1 shared in total
#HoldingIn LTPZIn SCHZOverlap
1State Street Global Advisors0.00%0.15%0.00%

Only in LTPZ

15 total
  • United States Treasury10.72%
  • United States Treasury9.07%
  • United States Treasury8.72%
  • United States Treasury8.65%
  • United States Treasury7.67%
  • United States Treasury7.64%
  • United States Treasury6.57%
  • United States Treasury6.53%
  • United States Treasury6.20%
  • United States Treasury6.17%

Only in SCHZ

12,326 total
  • United States Treasury0.39%
  • United States Treasury0.39%
  • United States Treasury0.39%
  • United States Treasury0.37%
  • United States Treasury0.37%
  • United States Treasury0.37%
  • United States Treasury0.36%
  • United States Treasury0.36%
  • United States Treasury0.36%
  • United States Treasury0.36%

Open LTPZ or SCHZ at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.