SCHZ / ETF · DATA AS OF 2026-10-29
If you invested $1,000
in Schwab U.S. Aggregate Bond ETF
If you invested $1,000 in Schwab U.S. Aggregate Bond ETF 10 years ago (2016-10), it would be worth $1,145.59 as of 2026-10-29, with dividends reinvested.
Schwab U.S. Aggregate Bond ETF: the long view
| $1,000 invested | Actual start | Value today | CAGR |
|---|---|---|---|
| 1 years ago | 2025-10 | $996.01 | -0.40% |
| 3 years ago | 2023-10 | $1,168.60 | 5.33% |
| 5 years ago | 2021-10 | $988.35 | -0.23% |
| 10 years ago | 2016-10 | $1,145.59 | 1.37% |
| 15 years ago | 2011-10 | $1,308.09 | 1.81% |
| 20-year requested window | 2011-08 · first available | $1,317.16 | 1.83% |
| First month covered here | 2011-08 | $1,317.16 | 1.83% |
Dividends reinvested. Requested periods use the latest available month as their endpoint; shorter histories start at the first available month.
A little, every month
Investing $100 at each monthly close after the starting month (2016-10), with no initial lump sum, would turn $12,000.00 contributed into $12,812.00. Contributions start the following month. With dividends reinvested.
Against the benchmark
Over 2016-10 to 2026-10, $1,000 in Schwab U.S. Aggregate Bond ETF became $1,145.59; $1,000 in SPY became $4,238.51 with dividends reinvested.
Your questions, answered
What would $1,000 invested in Schwab U.S. Aggregate Bond ETF 10 years ago be worth?
If you invested $1,000 in Schwab U.S. Aggregate Bond ETF 10 years ago (2016-10), it would be worth $1,145.59 as of 2026-10-29, with dividends reinvested.
How would $100 a month in Schwab U.S. Aggregate Bond ETF have performed?
Investing $100 at each monthly close after the starting month (2016-10), with no initial lump sum, would turn $12,000.00 contributed into $12,812.00. Contributions start the following month. With dividends reinvested.
How does this compare with the S&P 500?
Over 2016-10 to 2026-10, $1,000 in Schwab U.S. Aggregate Bond ETF became $1,145.59; $1,000 in SPY became $4,238.51 with dividends reinvested.
How much would $1,000 in Schwab U.S. Aggregate Bond ETF in 2012 be worth today?
$1,000 invested in Schwab U.S. Aggregate Bond ETF at the January 2012 close would be worth $1,283.63 as of October 29, 2026, with dividends reinvested.
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ETF returns use the stored Yahoo adjclose series; distributions are modelled as reinvested only where adjustments exist. Identical close/adjclose series are price only. Price-only mode uses closing prices. Fund operating expenses are already reflected in market prices; no separate expense-ratio deduction is applied. Trading fees, taxes and FX are excluded. Leveraged and inverse funds typically target daily returns; compounding can make longer-term results differ from a multiple of the index.
$100 a month in Schwab U.S. Aggregate Bond ETF