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Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

AGG vs SCHB: how they differ

AGG is a bond index fund and SCHB an equity index fund, and over the year SCHB returned more, +17.2% against −0.7%.

iShares Core U.S. Aggregate Bond ETF and Schwab U.S. Broad Market ETF.

AGG and SCHB on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
AGG
iShares Core U.S. Aggregate Bond ETF
SCHB
Schwab U.S. Broad Market ETF
Where it sitsCore index fundCore index fund
IssueriSharesSchwab
What it isUS aggregate bondsUS broad market
Total return, 1 year−0.7%+17.2%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−18.2 pts−0.3 pts
Expense ratio0.03%not published
Holdingsnot filed2497

AGG in plain words

AGG is a bond fund tracking the US aggregate bonds. Over the year to Sep 11, 2026 it returned −0.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. It sat 3.7% below its high of Aug 4, 2020 on Sep 11, 2026.

SCHB in plain words

SCHB is an index equity fund tracking the US broad market. Over the year to Sep 11, 2026 it returned +17.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for Jun 30, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2497 positions, with the top ten at 32.2%.

Questions people ask

Which returned more over the last year, AGG or SCHB?
In the year to Sep 13, 2026, with distributions reinvested, AGG returned −0.7% and SCHB returned +17.2%, so SCHB returned more. One year is one year; the longer windows are in the table.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AGG against SCHB, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AGG against SCHB, data as of Sep 13, 2026. https://etfiq.com/compare/any/agg-vs-schb Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources