Compare · 2 funds side by side · dividends reinvested

AGGH and SCHD

AGGHSimplify×SCHDSchwab×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,428SCHD · best of the two

Story of the two · IncomeMost incomeAGGH · 7.66% · $766 a year on $10k

Story of the two · RiskSmallest drop

AGGH and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.4

Simplify Aggregate Bond ETFBonds & Cash · Core aggregate0.43%7.66%−1.5%−1.0%+4.8%[…]−6.3%5.4%$421M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: AGGH 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Simplify Aggregate Bond ETF · $421M[…]

AGGH

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AGGHMeasureSCHD

−1.5%

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AGGH vs SCHD: Top 5 Holdings

Today

AGGH

81.6%in top 5

SCHD

in top 521.4%

AGGHStockSCHD

81.6%AGGnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

Cost, Income and Risk

Fees: AGGH, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

AGGH0.43%$43

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

Yields: AGGH, SCHD

1Y

7.66%highest, AGGH

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+33.8%

−1.0%1 yearTotal return+38.8%

+4.8%3 years · per year$10,000 became $11,526 · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.43%Expense ratio$43 · $6 a year on $10k · lower is better0.06%

7.66%Trailing 12-mo yield$766 · $294 a year on $10k2.94%

−6.3%Worst dropSmaller is better−6.9%

5.4%VolatilityLower is calmer11.8%

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

3–4SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

AGGH vs SCHD Returns, Every Period

1Y

SimplifyAGGH

−1.0%

past year

SCHDSchwab

+38.8%

past year

AGGHSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Income: AGGH vs SCHD

YTD

SimplifyAGGH

−1.5%

SCHDSchwab

+33.8%

−1.5%Year to date+33.8%

−6.3%Worst drop · 1Y−6.9%

5.4%Volatility · 1Y11.8%

7.7%Yield2.9%

$421MAssets$123B

3–1AGGH wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

AGGH7.66%$766

SCHD2.94%$294

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$723most kept, AGGH

AGGH$766 − $43 = $723

SCHD$294 − $6 = $288

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: AGGH, SCHD

Today

0.0%most shared, AGGH and SCHD

AGGHSCHD

AGGH—0.0%

SCHD0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

AGGHWorst drop−6.3%5.4% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

AGGHSCHD

−1.5%Year to date+33.8%

7.7%Yield2.9%

−1.0%Past year+38.8%

0.43%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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AGGH and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two