IAGG vs SCHM

Comparison between ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF) and SCHWAB U.S. MID-CAP ETF (SCHM, ETF).

5-Year PerformanceSCHM has outperformed IAGG, delivering a return of +7.5% compared to +1.2%

IAGG vs SCHM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAGG(ETF)	SCHM(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.07%	0.04%
Max Drawdown	15.86%	42.43%
Sharpe Ratio	-0.42	1.73
5Y Beta	0.03	1.00
P/E Ratio	N/A	32.87
Forward P/E	N/A	16.73
5Y Dividends CAGR	15.92%	9.77%
5Y EPS CAGR	N/A	11.45%
Debt to Equity	N/A	8.63%
P/S Ratio	N/A	1.66
P/B Ratio	N/A	2.73

Net Assets

IAGG

$13B

Winner

SCHM

$13B

Expense Ratio

IAGG

0.07%

Winner

SCHM

0.04%

Max Drawdown

Winner

IAGG

15.86%

SCHM

42.43%

Sharpe Ratio

IAGG

-0.42

Winner

SCHM

1.73

5Y Beta

Winner

IAGG

0.03

SCHM

1.00

P/E Ratio

IAGG

N/A

SCHM

32.87

Forward P/E

IAGG

N/A

SCHM

16.73

5Y Dividends CAGR

Winner

IAGG

15.92%

SCHM

9.77%

5Y EPS CAGR

IAGG

N/A

SCHM

11.45%

Debt to Equity

IAGG

N/A

SCHM

8.63%

P/S Ratio

IAGG

N/A

SCHM

1.66

P/B Ratio

IAGG

N/A

SCHM

2.73

IAGG vs SCHM - Historical Returns

Returns include dividend reinvestment.

Period	IAGG	SCHM
1 month	+0.06%	+7.06%
3 months	+0.20%	+6.30%
6 months	+0.61%	+18.68%
1 year	+2.77%	+33.44%
5 years(CAGR)	+1.15%	+7.45%
10 years(CAGR)	+2.28%	+11.42%
Max(CAGR)	+2.49%	+11.35%

IAGG

+0.06%

Winner

SCHM

+7.06%

IAGG

+0.20%

Winner

SCHM

+6.30%

IAGG

+0.61%

Winner

SCHM

+18.68%

IAGG

+2.77%

Winner

SCHM

+33.44%

5Y(CAGR)

IAGG

+1.15%

Winner

SCHM

+7.45%

10Y(CAGR)

IAGG

+2.28%

Winner

SCHM

+11.42%

Max(CAGR)

IAGG

+2.49%

Winner

SCHM

+11.35%

IAGG vs SCHM - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	IAGG	SCHM
2026	+0.82%	+14.25%
2025	+3.18%	+10.33%
2024	+4.89%	+12.62%
2023	+7.70%	+17.39%
2022	-10.50%	-17.26%
2021	-1.82%	+21.32%
2020	+4.29%	+14.95%
2019	+7.93%	+27.82%
2018	+3.24%	-9.47%
2017	+2.38%	+18.99%
2016	+4.91%	+16.05%
2015	-0.09%	+0.01%
2014	N/A	+11.21%
2013	N/A	+32.95%
2012	N/A	+16.31%
2011	N/A	-2.92%

IAGG vs SCHM Drawdown Comparison

The maximum drawdown for IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

The maximum drawdown for SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The current IAGG drawdown is -1.00%. The current SCHM drawdown is -0.66%.

Rank	IAGG	SCHM
#1	-13.88% Dec 31, 2020 - Feb 4, 2025	-42.43% Feb 20, 2020 - Nov 9, 2020
#2	-5.93% Mar 9, 2020 - Jul 30, 2020	-26.46% Nov 16, 2021 - Mar 21, 2024
#3	-3.93% Sep 7, 2016 - Oct 31, 2017	-26.37% Apr 29, 2011 - Mar 13, 2012
#4	-3.70% Dec 8, 2017 - Dec 18, 2018	-23.27% Nov 25, 2024 - Sep 5, 2025
#5	-2.32% Feb 27, 2026 - Mar 27, 2026	-22.73% Sep 14, 2018 - Jul 5, 2019
#6	-2.07% Aug 28, 2019 - Jan 29, 2020	-19.98% Jun 23, 2015 - Jul 12, 2016
#7	-1.67% Feb 28, 2025 - Apr 16, 2025	-12.09% Mar 19, 2012 - Sep 12, 2012
#8	-1.04% Dec 2, 2015 - Jan 14, 2016	-10.78% Sep 2, 2014 - Nov 20, 2014
#9	-0.94% Aug 4, 2020 - Sep 29, 2020	-9.61% Jan 26, 2018 - Jun 6, 2018
#10	-0.85% Apr 30, 2025 - May 30, 2025	-9.32% Feb 26, 2026 - Apr 14, 2026
#11	-0.83% Apr 5, 2016 - May 11, 2016	-8.18% Jul 16, 2024 - Sep 19, 2024
#12	-0.80% Jun 16, 2016 - Jun 27, 2016	-7.35% Sep 14, 2012 - Dec 18, 2012
#13	-0.75% Jul 3, 2019 - Jul 18, 2019	-7.34% May 21, 2013 - Jul 11, 2013
#14	-0.73% Feb 5, 2025 - Feb 28, 2025	-7.19% Jul 24, 2019 - Nov 4, 2019
#15	-0.71% Mar 28, 2019 - Apr 30, 2019	-7.05% Mar 28, 2024 - Jul 16, 2024

Correlation

Correlation between IAGG and SCHM is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2011 - 2026)

IAGG vs SCHM dividend yield comparison.

Year	IAGG	SCHM
2026	0.59%	0.22%
2025	3.08%	1.46%
2024	4.28%	1.43%
2023	3.55%	1.50%
2022	2.27%	1.67%
2021	1.16%	1.13%
2020	1.95%	1.31%
2019	2.82%	1.48%
2018	3.02%	1.56%
2017	1.74%	1.27%
2016	1.56%	1.51%
2015	0.13%	1.54%
2014	0.00%	1.48%
2013	0.00%	1.27%
2012	0.00%	1.67%
2011	0.00%	1.19%