Schwab ETFs: record by period

Record

33 funds with a full year

Schwab’s 1-Year Record

29 of 33 Made Money4 lostSchwab typical +12.0% · All ETFs +7.8%

Made money · 29

More than 30%1BestSCHD+41.6%

20–30%8

10–20%8

5–10%1

0–5%11

Lost money · 4

0–5%3

5–10%0

More than 10%1WorstSTCE−50.5%

Schwab ETFs · past-year returns · 33 funds with a full year · as of Nov 5, 2026

Schwab’s Returns by Bucket

BucketYTD1YMoney made

Income2 funds · $124B+34.9%+41.2%$36.2B

US stocks6 funds · $120B+17.9%+20.0%$19.8B

International6 funds · $124B+15.1%+19.2%$19.7B

Low-cost core3 funds · $150B+11.2%+10.5%$13.7B

Sectors1 fund · $11.1B+17.1%+17.5%$1.7B

Unsorted1 fund · $5.7B+13.2%+13.2%$659M

Bonds & cash14 funds · $87.0B+0.1%+0.6%$508M

Crypto1 fund · $149M−22.0%−50.5%−$149M

Schwab ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 5, 2026

Schwab’s Best ETFs

YTD

+35.3%SCHD, U.S. Dividend Equity, led Schwab

1SCHDU.S. Dividend Equity+35.3%

2FNDXFundamental U.S. Large Company+23.4%

3FNDBFundamental U.S. Broad Market+22.9%

4FNDFFundamental International Large Company+21.8%

5SCHVU.S. Large-Cap Value+20.4%

6SCHMU.S. Mid-Cap+19.3%

7SCHAU.S. Small-Cap+18.8%

8FNDAFundamental U.S. Small Company+17.7%

Schwab ETFs · year-to-date returns · as of Nov 5, 2026

Schwab’s Worst ETFs

YTD

−22.0%STCE, Crypto Thematic

1STCECrypto Thematic−22.0%

2SCHQLong-Term U.S. Treasury−2.2%

3SCHI5-10 Year Corporate Bond−0.9%

4SCHRIntermediate-Term U.S. Treasury−0.7%

5SCCRCore Bond−0.4%

6SCMBMunicipal Bond−0.4%

7SCHZU.S. Aggregate Bond−0.2%

Schwab ETFs · year-to-date returns · as of Nov 5, 2026

Schwab’s ETF Returns

YTD

26–7up · down this year
of 33 funds that traded Jan 1

Funds per 5-point band of YTD return (%). 1 is a 2026 launch.

Typical+7.5%

BestSCHD +35.3%

WorstSTCE −22.0%

Schwab ETFs · year-to-date returns · as of Nov 5, 2026

Top 12 Schwab ETFs

SCHD+41.6%

FNDF+28.6%

FNDX+27.2%

SCHV+24.5%

SCHM+22.2%

SCHA+21.4%

SCHF+19.5%

SCHB+13.3%

SCHX+12.8%

SCHG+4.0%

SCHO+2.2%

SCHP−0.2%

Best first · dashed line = Schwab typical +12.0%

Schwab ETFs · past-year returns · as of Nov 5, 2026

Schwab’s Money Made

$84.4Bmade by the 12 largest · 92% of $92.2B

Schwab ETFs · past-year money made · as of Nov 5, 2026 · estimate: AUM × return

Schwab’s Best and Worst ETFs

Best 5 of 33

SCHDU.S. Dividend Equity+41.6%

FNDFFundamental International Large Company+28.6%

FNDXFundamental U.S. Large Company+27.2%

FNDBFundamental U.S. Broad Market+26.8%

SCHYInternational Dividend Equity+24.7%

Worst 5 of 33

STCECrypto Thematic−50.5%

SCHQLong-Term U.S. Treasury−3.7%

SCHPUS TIPS−0.2%

SCHRIntermediate-Term U.S. Treasury−0.1%

SCHI5-10 Year Corporate Bond+0.1%

End-of-day Nov 5, 2026 · funds with a full year

Schwab’s Record by Bucket

Low-cost core3 of 3

International6 of 6

Income2 of 2

US stocks6 of 6

Bonds & cash10 of 13

Sectors1 of 1

Unsorted1 of 1

Crypto0 of 1

Schwab ETFs · past-year returns · as of Nov 5, 2026

Money Made by ETF Issuers

$1.66Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$488B

2iShares$435B

3SPDR$237B

4Invesco$102B

5Schwab$92.2B

End-of-day Nov 5, 2026

Schwab’s Losing ETFs

4funds lost money3 bond funds · 1 crypto fund

FundCategoryPast year1Y ▲Assets

STCECrypto ThematicCrypto−50.5%$149M

SCHQLong-Term U.S. TreasuryBonds & cash−3.7%$929M

SCHPUS TIPSBonds & cash−0.2%$17.4B

SCHRIntermediate-Term U.S. TreasuryBonds & cash−0.1%$13.6B

Schwab ETFs · past-year returns · as of Nov 5, 2026 · worst first

Schwab’s Newest ETFs

1fund not in the record yet

First 1Y onFunds

Oct 21, 2027SCIN

A fund joins Win % and typical return once it has a full year of prices.

Schwab ETFs · launched in the past year · as of Nov 5, 2026

SSchwab

Record

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