IUSB vs SCHB

Comparison between ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB, ETF) and SCHWAB U.S. BROAD MARKET ETF (SCHB, ETF).

5-Year PerformanceSCHB has outperformed IUSB, delivering a return of +12.3% compared to +0.5%

IUSB vs SCHB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IUSB(ETF)	SCHB(ETF)
Net Assets	$36B	$37B
Expense Ratio	0.06%	0.03%
Max Drawdown	22.73%	35.27%
Sharpe Ratio	0.48	2.04
5Y Beta	0.05	0.98
P/E Ratio	N/A	27.26
Forward P/E	N/A	20.38
5Y Dividends CAGR	9.63%	4.16%
5Y EPS CAGR	N/A	24.17%
P/S Ratio	N/A	3.06
P/B Ratio	N/A	4.59

Net Assets

IUSB

$36B

Winner

SCHB

$37B

Expense Ratio

IUSB

0.06%

Winner

SCHB

0.03%

Max Drawdown

Winner

IUSB

22.73%

SCHB

35.27%

Sharpe Ratio

IUSB

0.48

Winner

SCHB

2.04

5Y Beta

Winner

IUSB

0.05

SCHB

0.98

P/E Ratio

IUSB

N/A

SCHB

27.26

Forward P/E

IUSB

N/A

SCHB

20.38

5Y Dividends CAGR

Winner

IUSB

9.63%

SCHB

4.16%

5Y EPS CAGR

IUSB

N/A

SCHB

24.17%

P/S Ratio

IUSB

N/A

SCHB

3.06

P/B Ratio

IUSB

N/A

SCHB

4.59

IUSB vs SCHB - Holdings Comparison

IUSB and SCHB have 0 common holdings. Overlap is 0.00%

IUSB's top 25 holdings weight is 3.11%. SCHB's top 25 holdings weight is 45.65%.

Rank	IUSB	SCHB
#1	BLACKROCK LIQUIDITY TEMPCASH INSTL (TMCXX) - 3.11%	NVIDIA CORP (NVDA) - 6.89%
#2	N/A	APPLE INC (AAPL) - 6.03%
#3	N/A	MICROSOFT CORP (MSFT) - 5.42%
#4	N/A	AMAZON.COM INC (AMZN) - 3.38%
#5	N/A	ALPHABET INC CLASS A (GOOGL) - 2.74%
#6	N/A	BROADCOM INC (AVGO) - 2.47%
#7	N/A	ALPHABET INC CLASS C (GOOG) - 2.20%
#8	N/A	META PLATFORMS INC CLASS A (META) - 2.17%
#9	N/A	TESLA INC (TSLA) - 2.04%
#10	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#11	N/A	JPMORGAN CHASE & CO (JPM) - 1.33%
#12	N/A	ELI LILLY AND CO (LLY) - 1.27%
#13	N/A	VISA INC CLASS A (V) - 0.89%
#14	N/A	EXXON MOBIL CORP (XOM) - 0.75%
#15	N/A	JOHNSON & JOHNSON (JNJ) - 0.74%
#16	N/A	WALMART INC (WMT) - 0.73%
#17	N/A	MASTERCARD INC CLASS A (MA) - 0.71%
#18	N/A	n/a (PLTR) - 0.66%
#19	N/A	ABBVIE INC (ABBV) - 0.61%
#20	N/A	NETFLIX INC (NFLX) - 0.59%
#21	N/A	COSTCO WHOLESALE CORP (COST) - 0.57%
#22	N/A	BANK OF AMERICA CORP (BAC) - 0.56%
#23	N/A	ADVANCED MICRO DEVICES INC (AMD) - 0.52%
#24	N/A	THE HOME DEPOT INC (HD) - 0.51%
#25	N/A	PROCTER & GAMBLE CO (PG) - 0.50%
Total Holdings	1	2100

IUSB vs SCHB - Historical Returns

Returns include dividend reinvestment.

Period	IUSB	SCHB
1 month	+0.18%	+8.81%
3 months	+0.08%	+6.33%
6 months	+1.00%	+10.63%
1 year	+5.96%	+31.97%
5 years(CAGR)	+0.53%	+12.28%
10 years(CAGR)	+2.03%	+15.05%
Max(CAGR)	+2.25%	+14.38%

IUSB

+0.18%

Winner

SCHB

+8.81%

IUSB

+0.08%

Winner

SCHB

+6.33%

IUSB

+1.00%

Winner

SCHB

+10.63%

IUSB

+5.96%

Winner

SCHB

+31.97%

5Y(CAGR)

IUSB

+0.53%

Winner

SCHB

+12.28%

10Y(CAGR)

IUSB

+2.03%

Winner

SCHB

+15.05%

Max(CAGR)

IUSB

+2.25%

Winner

SCHB

+14.38%

IUSB vs SCHB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IUSB	SCHB
2026	+0.73%	+8.31%
2025	+7.38%	+17.15%
2024	+2.60%	+24.73%
2023	+5.66%	+26.77%
2022	-12.47%	-19.93%
2021	-1.17%	+27.54%
2020	+7.38%	+19.76%
2019	+8.95%	+30.74%
2018	-0.27%	-6.12%
2017	+3.93%	+20.37%
2016	+3.83%	+14.36%
2015	+0.06%	+0.51%
2014	+1.90%	+13.72%
2013	N/A	+30.06%
2012	N/A	+14.75%
2011	N/A	+0.25%
2010	N/A	+15.16%
2009	N/A	+7.53%

IUSB vs SCHB Drawdown Comparison

The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.

The maximum drawdown for SCHB was -35.27%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current IUSB drawdown is -1.05%.

Rank	IUSB	SCHB
#1	-17.90% Dec 31, 2020 - Oct 20, 2025	-35.27% Feb 19, 2020 - Aug 12, 2020
#2	-9.90% Mar 6, 2020 - Jun 10, 2020	-25.40% Dec 27, 2021 - Dec 18, 2023
#3	-4.01% Sep 7, 2016 - Jul 21, 2017	-20.19% Sep 20, 2018 - Apr 23, 2019
#4	-3.26% Sep 7, 2017 - Jan 30, 2019	-20.09% Apr 29, 2011 - Feb 8, 2012
#5	-2.58% Apr 24, 2015 - Mar 16, 2016	-19.34% Feb 19, 2025 - Jun 27, 2025
#6	-2.49% Feb 27, 2026 - Mar 27, 2026	-15.90% Apr 23, 2010 - Nov 4, 2010
#7	-1.78% Sep 4, 2019 - Oct 4, 2019	-15.06% Jun 23, 2015 - Jun 7, 2016
#8	-1.69% Jan 30, 2015 - Mar 24, 2015	-10.01% Apr 2, 2012 - Aug 16, 2012
#9	-1.54% Aug 4, 2020 - Dec 30, 2020	-9.85% Jan 26, 2018 - Jul 25, 2018
#10	-1.31% Oct 4, 2019 - Jan 3, 2020	-9.26% Sep 2, 2020 - Nov 9, 2020
#11	-0.99% Oct 28, 2025 - Nov 26, 2025	-8.91% Jan 27, 2026 - Apr 14, 2026
#12	-0.85% Aug 15, 2014 - Oct 7, 2014	-8.53% Jul 16, 2024 - Sep 19, 2024
#13	-0.76% Jul 8, 2016 - Jul 29, 2016	-7.90% Jan 19, 2010 - Mar 9, 2010
#14	-0.75% Nov 26, 2025 - Jan 14, 2026	-7.58% Sep 14, 2012 - Jan 2, 2013
#15	-0.72% Oct 20, 2014 - Nov 26, 2014	-7.53% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IUSB and SCHB is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2009 - 2026)

IUSB vs SCHB dividend yield comparison.

Year	IUSB	SCHB
2026	1.41%	0.24%
2025	4.17%	1.11%
2024	4.04%	1.24%
2023	3.46%	1.40%
2022	2.53%	1.61%
2021	1.74%	1.21%
2020	2.68%	1.63%
2019	3.04%	1.80%
2018	2.98%	2.00%
2017	2.56%	1.65%
2016	2.60%	1.86%
2015	1.95%	2.00%
2014	1.39%	1.72%
2013	0.00%	1.63%
2012	0.00%	2.13%
2011	0.00%	1.88%
2010	0.00%	1.46%
2009	0.00%	0.23%