Data as of Oct 28, 2026.
IUSB vs SCHG: Differences, Returns & Fees
Over the year to Oct 28, 2026, IUSB returned −1.2% to SCHG's +6.8%; 0% of their weight is in the same names.
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Net assets: $49.8bn on Oct 27, 2026 for iShares Core Universal USD Bond ETF, and $63.0bn on Aug 31, 2026 for Schwab U.S. Large-Cap Growth ETF.
Pair scorecard
SCHG costs 0.02 points a year less; their one-year returns differ by 8.0 points.
| Measure | IUSB | SCHG |
|---|---|---|
| Return | ||
| Total return, 1 year | −1.2% | +6.8% |
| Drawdown | ||
| Below its high | 3.5%, high on Oct 6, 2026 | |
| Benchmark | ||
| What it tracks | Bloomberg U.S. Universal Index | Dow Jones U.S. Large-Cap Growth Total Stock Market Index |
| Cost and size | ||
| Expense ratio | 0.06% | 0.04% |
| Net assets, IUSB as of Oct 27, 2026 and SCHG as of Aug 31, 2026 | $49.8bn | $63.0bn |
| Holdings | ||
| Holdings in common | 0% | |
| In the S&P 500, by weight | 95% | |
| Top ten holdings, share of the fund | 51.0% | |
Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method
Risk and return
Jun 20, 2014 to Oct 23, 2026 · 644 weekly returnsSCHG returned more: +532.5% to +28.3%. IUSB swung less: 5.0% to 19.3%. IUSB fell less at its worst: −17.7% to −34.2%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IUSB | SCHG | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +28.3% | +532.5% | SCHG | Price change plus distributions, reinvested. |
| Annualized | +2.0% | +16.1% | SCHG | Total return as a yearly rate. |
| Price return | −10.7% | +474.5% | SCHG | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 5.0% | 19.3% | IUSB | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 3.6% | 13.0% | IUSB | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −17.7% | −34.2% | IUSB | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.02 | 0.76 | SCHG | Return above Treasury bills per unit of volatility. |
| Sortino | 0.02 | 1.14 | SCHG | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.11 | 0.47 | SCHG | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 644 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IUSB and SCHG hold 0% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.
half
0% in common
Only in one fund ↓
Side by side
IUSB and SCHG on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IUSB and SCHG do different jobs. What does each one do in a portfolio?
- What each follows. IUSB follows Bloomberg U.S. Universal Index and SCHG follows Dow Jones U.S. Large-Cap Growth Total Stock Market Index.
- Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 27, 2026 and Aug 31, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 IUSB returned −1.2% and SCHG +6.8% with distributions reinvested, a gap of 8.0 points.
Data as of Oct 28, 2026.
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IUSB
IUSB tracks an index of Universal USD Bond. Over the year to Oct 28, 2026 it returned −1.2% with distributions reinvested. The prospectus expense ratio is 0.06% a year.
SCHG
SCHG tracks an index of U.S. Large-Cap Growth. Over the year to Oct 28, 2026 it returned +6.8% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.04% a year. By its holdings filed for Aug 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 192 positions, with the top ten at 51.0%. It sat 3.5% below its high of Oct 6, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, IUSB or SCHG?
- In the year to Oct 28, 2026, with distributions reinvested, IUSB returned −1.2% and SCHG +6.8%.
- Which is cheaper, IUSB or SCHG?
- SCHG is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, IUSB against SCHG, data as of Oct 28, 2026. https://etfiq.com/compare/any/iusb-vs-schg
ETFIQ. (Oct 28, 2026). IUSB against SCHG. Retrieved from https://etfiq.com/compare/any/iusb-vs-schg
[IUSB against SCHG (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/iusb-vs-schg)
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