SCHB vs IUSB

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

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

SCHB vs IUSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

SCHB

$37B

IUSB

$36B

Expense Ratio

Winner

SCHB

0.03%

IUSB

0.06%

Max Drawdown

SCHB

35.27%

Winner

IUSB

22.73%

Sharpe Ratio

Winner

SCHB

2.04

IUSB

0.48

5Y Beta

SCHB

0.98

Winner

IUSB

0.05

P/E Ratio

SCHB

27.26

IUSB

N/A

Forward P/E

SCHB

20.38

IUSB

N/A

5Y Dividends CAGR

SCHB

4.16%

Winner

IUSB

9.63%

5Y EPS CAGR

SCHB

24.17%

IUSB

N/A

P/S Ratio

SCHB

3.06

IUSB

N/A

P/B Ratio

SCHB

4.59

IUSB

N/A

SCHB vs IUSB - Holdings Comparison

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

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

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

SCHB vs IUSB - Historical Returns

Returns include dividend reinvestment.

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

Winner

SCHB

+8.81%

IUSB

+0.18%

Winner

SCHB

+6.33%

IUSB

+0.08%

Winner

SCHB

+10.63%

IUSB

+1.00%

Winner

SCHB

+31.97%

IUSB

+5.96%

5Y(CAGR)

Winner

SCHB

+12.28%

IUSB

+0.53%

10Y(CAGR)

Winner

SCHB

+15.05%

IUSB

+2.03%

Max(CAGR)

Winner

SCHB

+14.38%

IUSB

+2.25%

SCHB vs IUSB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

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

SCHB vs IUSB Drawdown Comparison

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

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

The current IUSB drawdown is -1.05%.

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

Correlation

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

0.76

-101

Dividend Comparison (2009 - 2026)

SCHB vs IUSB dividend yield comparison.

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