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Schwab made investors more money ($85.0B). NEOS had more funds that made money (77%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one bonds & cash fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · BONDS & CASH | NEOS | Schwab |
|---|---|---|
| Funds in the category | 3 | 14 |
| Made money (W–L) | 2–1 | 6–7 |
| Win % | 67% | 46% |
| Money made | $6M | $18M |
| Typical return | +0.9% | −0.2% |
| Launches · 2026 | 0 | 1 |
| Assets | $430M | $87.3B |
| Fee per $100 | $0.66 | $0.04 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| HYBI | NEOS Enhanced Income Credit Select ETF | $216M | +2.5% ✓ |
| BNDI | Neos Enhanced Income Aggregate Bond ETF | $192M | +0.9% ✓ |
| TLTI | NEOS Enhanced Income 20+ Year Treasury Bond ETF | $22M | −4.2% ✕ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| SCHP | Schwab US TIPS ETF | $17.5B | −0.2% ✕ |
| SCHO | Schwab Short-Term U.S. Treasury ETF | $15.7B | +1.9% ✓ |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $13.7B | −0.5% ✕ |
| SCHI | Schwab 5-10 Year Corporate Bond ETF | $11.1B | −1.1% ✕ |
| SCHZ | Schwab U.S. Aggregate Bond ETF | $10.8B | −0.5% ✕ |
| SMBS | Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF | $6.4B | +0.2% ✓ |
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.