US aggregate bond ETFs
AGG vs SCHZ.
iShares Core U.S. Aggregate Bond ETF (Bloomberg US Aggregate) against Schwab U.S. Aggregate Bond ETF (Bloomberg US Aggregate) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
Performance · total returndaily bars · as of 2026-07-16
| AGG | SCHZ | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +0.21% | — | — |
| 1Y CAGR | +4.29% | — | — |
| 3Y CAGR | +3.89% | — | — |
| 5Y CAGR | -0.15% | — | — |
| 10Y CAGR | +1.48% | — | — |
| Since inception CAGR | +3.07% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is AGG minus SCHZ. AGG since-inception measured from first available bar September 29, 2003. Since-inception spans differ — compare that row with care.
Fund facts
| AGG | SCHZ | |
|---|---|---|
| Name | iShares Core U.S. Aggregate Bond ETF | Schwab U.S. Aggregate Bond ETF |
| Category | Intermediate Core Bond | Intermediate Core Bond |
| Style | Passive | Passive |
| Expense ratio | 0.03% | 0.03% |
| Assets (AUM) | $138.8B | $10.6B |
| Dividend yield | 3.97% | 4.10% |
| Avg volume (3-mo) | 8.3M | 2.0M |
| Inception | September 22, 2003 | July 14, 2011 |
| Benchmark proxy | Bloomberg US Aggregate Bond | Bloomberg US Aggregate Bond |
Holdings overlap
The provider doesn't break out holdings for SCHZ — overlap can't be computed.
More us aggregate bond etfs
ALAN GLOBAL INTELLIGENCE · alanglobalintelligence.comdaily bars as of 2026-07-16 · fund facts · issuer-verified · holdings · fund data provider
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For information and research only. Not investment advice. ALAN does not place trades or execute orders. Figures come from the sources shown and can lag the market; verify independently before making decisions. Past performance is not predictive of future results.