Compare · 2 funds side by side · dividends reinvested

SCHZ and IUSB

SCHZSchwab×IUSBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,113IUSB · best of the two

02 / 04

SCHZ and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%−0.0%+0.5%+5.9%+0.2%−4.3%3.9%$50.1B1.1

Schwab U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.28%−0.2%+0.3%+5.5%−0.2%−4.6%4.0%$10.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SCHZ 2011 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Aggregate Bond ETF · $10.8B$9,925

SCHZ

IUSB

iShares Core Universal USD Bond ETF · $50.1B$10,113

$10,000 five years ago, dividends reinvested

SCHZMeasureIUSB

−0.2%Year to dateJan 1 → Nov 4−0.0%

+0.3%1 yearTotal return+0.5%

+5.5%3 years · per year$10,000 became $11,748 · $11,881+5.9%

−0.2%5 years · per year$10,000 became $9,925 · $10,113+0.2%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

4.28%Trailing 12-mo yield$428 · $434 a year on $10k4.34%

−4.6%Worst dropSmaller is better−4.3%

4.0%VolatilityLower is calmer3.9%

SCHZIUSB Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7IUSB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHZ vs IUSB: Top 5 Holdings

Today

SCHZ

1.3%in top 5

IUSB

in top 5[…]

SCHZStockIUSB

1.3%GVMXXnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SCHZ vs IUSB Returns, Every Period

SchwabSCHZ

−0.2%

5 years, per year

IUSBiShares

+0.2%

5 years, per year

SCHZIUSBFaded: behind in that period

0–4IUSB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SCHZ vs IUSB

YTD

SchwabSCHZ

−0.2%

IUSBiShares

−0.0%

−0.2%Year to date−0.0%

−4.6%Worst drop · 1Y−4.3%

4.0%Volatility · 1Y3.9%

4.3%Yield4.3%

$10.8BAssets$50.1B

3–0IUSB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHZ, IUSB

Today

0.03%lowest, SCHZ

FundExpense ratioFee$10k

SCHZ0.03%$3

IUSB0.06%$6

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCHZ, IUSB

4.34%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.34%$434

SCHZ4.28%$428

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

SCHZ$428 − $3 = $425

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCHZ, IUSB

Today

[…]holdings […]

SCHZIUSB

SCHZ—[…]

IUSB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.5%IUSB, at 3.9% volatility

IUSBWorst drop−4.3%3.9% vol

SCHZWorst drop−4.6%4.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBSCHZ

−0.0%Year to date−0.2%

4.3%Yield4.3%

+0.5%Past year+0.3%

0.06%Fee0.03%

2–1IUSB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026