Compare · 3 funds side by side · dividends reinvested

AGG, EVPF and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

AGG, EVPF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.5%+5.6%−0.0%−4.6%4.1%$139B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.6

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.77%[…][…][…][…][…][…]$58M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AGG 2003 · EVPF 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. Aggregate Bond ETF · $139B$9,975

AGG

EVPF

Eaton Vance Preferred Securities and Income ETF · $58M[…]

$10,000 five years ago, dividends reinvested

AGGMeasureEVPF

+0.1%Year to dateJan 1 → Nov 5[…]

+0.5%1 yearTotal return[…]

+5.6%3 years · per year$10,000 became $11,786 · […][…]

−0.0%5 years · per year$10,000 became $9,975 · […][…]

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

4.12%Trailing 12-mo yield$412 · $377 a year on $10k3.77%

−4.6%Worst dropSmaller is better[…]

4.1%VolatilityLower is calmer[…]

AGGEVPF Winner of the row, in its colourEach row: the bigger of the two fills its side

2–0AGG wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AGG vs EVPF: Top 5 Holdings

Today

AGG

[…]in top 5

EVPF

in top 55.9%

AGGStockEVPF

not top 5AHL1.4%

not top 5KEY-PL1.3%

not top 5FITB-PM1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

AGG vs EVPF Returns, Every Period

iSharesAGG

+0.5%

past year

EVPFEaton Vance

[…]

past year

Returns […]

AGGEVPFFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Income: AGG vs EVPF

YTD

iSharesAGG

+0.1%

EVPFEaton Vance

[…]

+0.1%Year to date[…]

−4.6%Worst drop · 1Y[…]

4.1%Volatility · 1Y[…]

4.1%Yield3.8%

$139BAssets$58.2M

1–0AGG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AGG, EVPF, SCHD

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SCHD0.06%$6

EVPF0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AGG, EVPF, SCHD

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

EVPF3.77%$377

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

EVPF$377 − $20 = $357

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AGG, EVPF, SCHD

Today

0.0%most shared, EVPF and SCHD

AGGEVPFSCHD

AGG—[…][…]

EVPF[…]—0.0%

SCHD[…]0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

AGGWorst drop−4.6%4.1% vol

SCHDWorst drop−6.9%11.7% vol

EVPFWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AGGSCHD

+0.1%Year to date+32.3%

4.1%Yield3.0%

+0.5%Past year+38.7%

0.03%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026