SCHZ vs. IWB ETF Comparison

Comparison of Schwab US Aggregate Bond ETF (SCHZ) to iShares Russell 1000 ETF (IWB)

SCHZ

Schwab US Aggregate Bond ETF

SCHZ Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Grade (RS Rating)

Last Trade

$47.62

Average Daily Volume

540,709

Number of Holdings ^*

540

* may have additional holdings in another (foreign) market

IWB

iShares Russell 1000 ETF

IWB Description

The investment seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell 1000Â® Index (the "underlying index"), which measures the performance of large- and mid-capitalization sectors of the U.S. equity market.

Grade (RS Rating)

Last Trade

$313.24

Average Daily Volume

884,749

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SCHZ	IWB
30 Days	1.19%	2.82%
60 Days	3.74%	5.19%
90 Days	5.49%	5.64%
12 Months	11.76%	34.61%

7 Overlapping Holdings

Symbol	Grade	Weight in SCHZ	Weight in IWB	Overlap
AAPL	C	0.0%	6.41%	0.0%
AMZN	C	0.0%	3.19%	0.0%
AVGO	C	0.0%	1.42%	0.0%
GOOGL	D	0.0%	1.85%	0.0%
LLY	D	0.0%	1.57%	0.0%
MSFT	C	0.0%	5.97%	0.0%
NVDA	C	0.0%	5.46%	0.0%

SCHZ Overweight 533 Positions Relative to IWB

Symbol	Grade	Weight
WIT	C	0.08%
NOW	C	0.01%
UHS	C	0.01%
CHD	C	0.01%
DLTR	F	0.01%
MCHP	D	0.01%
BIIB	F	0.01%
STLA	F	0.01%
EDC	B	0.01%
CTS	D	0.01%
DD	B	0.01%
MDT	B	0.01%
DT	C	0.01%
COO	C	0.0%
VLY	D	0.0%
OCSL	D	0.0%
WBS	C	0.0%
GPC	D	0.0%
SAN	B	0.0%
SIGI	D	0.0%
SAVE	F	0.0%
GXO	D	0.0%
SAFE	C	0.0%
EPRT	B	0.0%
SUI	C	0.0%
VNO	B	0.0%
SKT	B	0.0%
ALB	D	0.0%
CDNS	D	0.0%
CBT	B	0.0%
COKE	C	0.0%
CACC	F	0.0%
FAF	B	0.0%
TKR	C	0.0%
THG	C	0.0%
TEL	D	0.0%
PRE	F	0.0%
AVA	B	0.0%
VMI	C	0.0%
WRB	D	0.0%
TME	D	0.0%
FTNT	B	0.0%
KMPR	D	0.0%
FLO	C	0.0%
DAL	C	0.0%
NEU	D	0.0%
BC	C	0.0%
PSEC	C	0.0%
STE	B	0.0%
CTVA	B	0.0%
PWR	B	0.0%
GBDC	C	0.0%
XRAY	D	0.0%
CHH	B	0.0%
AIZ	B	0.0%
AMH	D	0.0%
TSCO	B	0.0%
BDN	C	0.0%
JD	A	0.0%
MHK	B	0.0%
LAZ	B	0.0%
KEX	C	0.0%
EPR	C	0.0%
HOG	C	0.0%
HP	F	0.0%
ROST	C	0.0%
SBRA	C	0.0%
MCY	C	0.0%
NFG	B	0.0%
BKU	D	0.0%
KMT	B	0.0%
CHRW	B	0.0%
BBY	A	0.0%
SCS	D	0.0%
DRI	C	0.0%
AVY	C	0.0%
INVH	D	0.0%
REXR	C	0.0%
EA	D	0.0%
HR	B	0.0%
RS	D	0.0%
IDA	B	0.0%
AAP	F	0.0%
EXP	B	0.0%
DXC	D	0.0%
DOX	C	0.0%
ILMN	D	0.0%
XYL	C	0.0%
LXP	C	0.0%
BCSF	B	0.0%
PDM	C	0.0%
SLG	C	0.0%
SNV	D	0.0%
GSBD	D	0.0%
ADC	C	0.0%
ZION	D	0.0%
INGR	B	0.0%
NVR	B	0.0%
WTRG	D	0.0%
OSK	F	0.0%
CE	D	0.0%
AGO	D	0.0%
EG	B	0.0%
NHI	C	0.0%
TRMB	C	0.0%
DOV	B	0.0%
SITC	D	0.0%
OPI	F	0.0%
G	C	0.0%
AYI	B	0.0%
STLD	C	0.0%
OC	C	0.0%
CTRA	F	0.0%
LNC	C	0.0%
MCO	C	0.0%
MAIN	B	0.0%
MTB	C	0.0%
HUBB	B	0.0%
NYCB	D	0.0%
CUBE	C	0.0%
TPR	A	0.0%
JNPR	A	0.0%
ORI	B	0.0%
H	B	0.0%
WEC	B	0.0%
VRSN	C	0.0%
HII	F	0.0%
RPM	B	0.0%
SWX	C	0.0%
ESGR	D	0.0%
OGE	B	0.0%
HPP	F	0.0%
PNR	B	0.0%
EW	F	0.0%
VFC	B	0.0%
VNT	F	0.0%
LII	C	0.0%
WB	C	0.0%
FMC	B	0.0%
FRT	C	0.0%
PCAR	D	0.0%
PFG	B	0.0%
NWE	A	0.0%
OGS	B	0.0%
FHN	D	0.0%
ADI	C	0.0%
SWKS	F	0.0%
NVT	C	0.0%
SNA	B	0.0%
NTAP	D	0.0%
GL	D	0.0%
NNN	B	0.0%
ROK	D	0.0%
RL	B	0.0%
URI	B	0.0%
EFX	C	0.0%
ARW	B	0.0%
WU	C	0.0%
AGR	C	0.0%
AMG	C	0.0%
R	C	0.0%
AJG	D	0.0%
L	D	0.0%
SPGI	C	0.0%
ESS	C	0.0%
DGX	B	0.0%
HAS	B	0.0%
AWH	F	0.0%
ORLY	B	0.0%
AN	C	0.0%
RNR	B	0.0%
PHM	B	0.0%
PSA	C	0.0%
PVH	D	0.0%
BEN	F	0.0%
SF	B	0.0%
AXS	B	0.0%
MOS	F	0.0%
JBLU	C	0.0%
CTAS	C	0.0%
UNM	B	0.0%
VMC	C	0.0%
HIW	C	0.0%
DSS	F	0.0%
PPG	C	0.0%
FNF	B	0.0%
AES	C	0.0%
AMCR	B	0.0%
LEN	B	0.0%
MKL	C	0.0%
ADP	C	0.0%
HRL	F	0.0%
APD	B	0.0%
REG	C	0.0%
IPG	C	0.0%
GP	D	0.0%
EMR	D	0.0%
RF	B	0.0%
EE	A	0.0%
PLD	C	0.0%
SWK	B	0.0%
BR	C	0.0%
EVRG	B	0.0%
IEX	C	0.0%
FLS	C	0.0%
AFG	C	0.0%
CMA	C	0.0%
WHR	C	0.0%
ALLE	B	0.0%
LEG	D	0.0%
HRB	C	0.0%
CNO	C	0.0%
CNH	C	0.0%
KSS	D	0.0%
DOC	B	0.0%
KRG	C	0.0%
WM	D	0.0%
BWA	C	0.0%
EL	D	0.0%
CMI	B	0.0%
MKC	C	0.0%
BAX	C	0.0%
IVZ	B	0.0%
WLK	C	0.0%
CBOE	C	0.0%
JBL	C	0.0%
LDOS	A	0.0%
NDAQ	C	0.0%
HST	D	0.0%
FLEX	B	0.0%
KRC	C	0.0%
DG	F	0.0%
AFL	A	0.0%
RJF	C	0.0%
DHI	C	0.0%
CNA	D	0.0%
RGA	C	0.0%
CPT	C	0.0%
NOV	F	0.0%
GLPI	C	0.0%
MAA	C	0.0%
LHX	C	0.0%
MRVL	D	0.0%
MRO	D	0.0%
APH	C	0.0%
MSI	B	0.0%
AMP	B	0.0%
DLR	B	0.0%
JBHT	D	0.0%
LIN	B	0.0%
A	C	0.0%
SON	D	0.0%
ARE	C	0.0%
FSK	A	0.0%
REGN	D	0.0%
CSL	B	0.0%
BRO	C	0.0%
PKG	B	0.0%
FTV	C	0.0%
WPC	C	0.0%
WRK	C	0.0%
HIG	B	0.0%
VOYA	B	0.0%
LEA	D	0.0%
TXT	D	0.0%
EMN	B	0.0%
INTU	D	0.0%
MDLZ	C	0.0%
SNX	C	0.0%
FIS	C	0.0%
VTR	C	0.0%
AVT	B	0.0%
HUN	C	0.0%
SCHW	D	0.0%
CINF	C	0.0%
CNP	C	0.0%
CL	C	0.0%
LRCX	D	0.0%
BKH	B	0.0%
WAB	B	0.0%
PH	B	0.0%
TMO	B	0.0%
EQR	C	0.0%
CFG	D	0.0%
MAR	B	0.0%
AAL	D	0.0%
HSY	D	0.0%
MAS	B	0.0%
RPRX	C	0.0%
SRE	B	0.0%
CME	B	0.0%
IP	C	0.0%
ECL	B	0.0%
VRSK	D	0.0%
SYF	C	0.0%
EBAY	B	0.0%
LNT	A	0.0%
NEM	C	0.0%
LYB	D	0.0%
MLM	D	0.0%
NTRS	C	0.0%
TDY	B	0.0%
CMS	B	0.0%
BSX	B	0.0%
PPL	A	0.0%
CF	B	0.0%
EOG	D	0.0%
OTIS	B	0.0%
IFF	A	0.0%
ACGL	B	0.0%
APTV	D	0.0%
JCI	B	0.0%
XEL	B	0.0%
BIDU	C	0.0%
KIM	C	0.0%
HBAN	B	0.0%
DE	A	0.0%
DHR	B	0.0%
AON	B	0.0%
MCK	F	0.0%
O	B	0.0%
AEP	C	0.0%
GLW	B	0.0%
NUE	D	0.0%
SJM	C	0.0%
OMC	B	0.0%
ETR	A	0.0%
OKE	C	0.0%
ROP	C	0.0%
BLK	B	0.0%
KR	B	0.0%
KLAC	D	0.0%
CAH	C	0.0%
LUV	C	0.0%
TT	B	0.0%
MPC	F	0.0%
CCI	C	0.0%
GD	C	0.0%
ALL	C	0.0%
CPB	C	0.0%
NKE	D	0.0%
HES	F	0.0%
ATO	B	0.0%
PEG	B	0.0%
CAF	B	0.0%
MU	D	0.0%
ADBE	F	0.0%
TJX	C	0.0%
ZTS	B	0.0%
STZ	C	0.0%
FE	B	0.0%
NXPI	D	0.0%
JEF	C	0.0%
UPS	D	0.0%
NSC	C	0.0%
CP	C	0.0%
PG	C	0.0%
BKNG	B	0.0%
ICE	C	0.0%
BERY	B	0.0%
CAG	B	0.0%
AMAT	D	0.0%
BRX	C	0.0%
KDP	B	0.0%
TGT	C	0.0%
FITB	B	0.0%
SHW	B	0.0%
GWW	B	0.0%
CLX	C	0.0%
LVS	C	0.0%
STT	B	0.0%
GPN	D	0.0%
DVN	F	0.0%
BHF	F	0.0%
SLB	F	0.0%
WY	C	0.0%
PGR	C	0.0%
ES	B	0.0%
WELL	C	0.0%
FANG	F	0.0%
ARCC	A	0.0%
ZBH	F	0.0%
AVB	C	0.0%
SCCO	C	0.0%
HUM	F	0.0%
WBA	F	0.0%
RSG	D	0.0%
OHI	C	0.0%
EIX	B	0.0%
AWK	C	0.0%
KMB	C	0.0%
BG	F	0.0%
COE	C	0.0%
PAA	D	0.0%
MMM	B	0.0%
MA	B	0.0%
KOF	D	0.0%
MMC	C	0.0%
UDR	C	0.0%
DTE	A	0.0%
SYY	C	0.0%
EQIX	B	0.0%
KEYS	B	0.0%
HON	C	0.0%
PYPL	B	0.0%
BMO	C	0.0%
BNS	B	0.0%
TXN	B	0.0%
AZO	B	0.0%
EPD	C	0.0%
AL	C	0.0%
CSX	C	0.0%
SPG	B	0.0%
COST	C	0.0%
DOW	C	0.0%
NI	B	0.0%
SBUX	C	0.0%
BXP	C	0.0%
CARR	B	0.0%
TAP	D	0.0%
TRV	C	0.0%
PNC	C	0.0%
HAL	F	0.0%
FDX	D	0.0%
HPQ	C	0.0%
PNW	C	0.0%
PEP	D	0.0%
CM	B	0.0%
ITW	B	0.0%
VLO	F	0.0%
BDX	D	0.0%
DB	B	0.0%
MPLX	B	0.0%
FOXA	B	0.0%
USB	C	0.0%
LOW	B	0.0%
D	C	0.0%
GIS	B	0.0%
ADSK	B	0.0%
MP	C	0.0%
RY	A	0.0%
TSN	D	0.0%
DUK	B	0.0%
SO	B	0.0%
NEE	B	0.0%
CRM	C	0.0%
ED	B	0.0%
UNP	D	0.0%
EQH	C	0.0%
CB	B	0.0%
PRU	C	0.0%
WMB	C	0.0%
ETN	C	0.0%
AEE	B	0.0%
EXPE	C	0.0%
NOC	B	0.0%
AMT	C	0.0%
AXP	B	0.0%
ADM	D	0.0%
PSX	F	0.0%
LH	D	0.0%
AIG	D	0.0%
TFC	D	0.0%
K	A	0.0%
SYK	C	0.0%
MET	B	0.0%
KMI	C	0.0%
AER	C	0.0%
QCOM	D	0.0%
HCA	B	0.0%
BABA	B	0.0%
GM	C	0.0%
UAL	B	0.0%
UNH	C	0.0%
PM	C	0.0%
ALLY	F	0.0%
LMT	A	0.0%
BK	B	0.0%
EXC	B	0.0%
PFE	D	0.0%
DIS	D	0.0%
EQNR	F	0.0%
MUFG	D	0.0%
CAT	B	0.0%
KO	B	0.0%
KEY	C	0.0%
MO	C	0.0%
NWG	B	0.0%
DFS	C	0.0%
MCD	B	0.0%
INTC	D	0.0%
JNJ	C	0.0%
BHP	C	0.0%
GILD	B	0.0%
RTX	B	0.0%
XOM	D	0.0%
PCG	C	0.0%
CVX	F	0.0%
CSCO	B	0.0%
TD	C	0.0%
HPE	C	0.0%
MRK	F	0.0%
WMT	B	0.0%
COP	F	0.0%
VOD	C	0.0%
HSBC	B	0.0%
IBM	B	0.0%
CI	C	0.0%
ORCL	B	0.0%
C	C	0.0%
AMGN	D	0.0%
GSK	D	0.0%
JPM	D	0.0%
BMY	C	0.0%
ABT	C	0.0%
VZ	A	0.0%
V	C	0.0%
COF	B	0.0%
HD	B	0.0%
MS	B	0.0%
CMCSA	C	0.0%
CHTR	D	0.0%
DELL	C	0.0%
AZN	D	0.0%
BAC	D	0.0%
ABBV	B	0.0%
TMUS	B	0.0%
BA	F	0.0%
WFC	D	0.0%
GS	B	0.0%
CVS	D	0.0%
GE	C	0.0%
T	B	0.0%

SCHZ Underweight 3 Positions Relative to IWB

Symbol	Grade	Weight
META	B	-2.2%
BRK.A	C	-1.68%
GOOG	D	-1.56%