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Schwab made investors more money ($84.7B). Capital Group had more funds that made money (84%).
The past year, all their funds · Data as of Oct 30, 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 | Schwab | Capital Group |
|---|---|---|
| Funds in the category | 14 | 8 |
| Made money (W–L) | 5–8 | 6–2 |
| Win % | 38% | 75% |
| Money made | −$342M | $90M |
| Typical return | −0.7% | +1.9% |
| Launches · 2026 | 1 | 0 |
| Assets | $86.8B | $23.0B |
| Fee per $100 | $0.04 | $0.28 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| SCHP | Schwab US TIPS ETF | $17.4B | −0.7% ✕ |
| SCHO | Schwab Short-Term U.S. Treasury ETF | $15.7B | +1.9% ✓ |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $13.6B | −1.2% ✕ |
| SCHI | Schwab 5-10 Year Corporate Bond ETF | $11.1B | −1.6% ✕ |
| SCHZ | Schwab U.S. Aggregate Bond ETF | $10.8B | −1.1% ✕ |
| SMBS | Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF | $6.4B | −0.5% ✕ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| CGMU | Capital Group Municipal Income ETF | $7.4B | +0.6% ✓ |
| CGCB | Capital Group Core Bond ETF | $6.8B | −1.2% ✕ |
| CGHM | Capital Group Municipal High-Income ETF | $3.3B | +0.8% ✓ |
| CGSD | Capital Group Short Duration Income ETF | $2.9B | +1.9% ✓ |
| CGSM | Capital Group Short Duration Municipal Income ETF | $1.7B | +2.1% ✓ |
| CGUI | Capital Group Ultra Short Income ETF | $381M | +3.7% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
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.