Compare · 3 funds side by side · dividends reinvested

FSTB, SCHD and AGG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

FSTB, SCHD and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.13%−0.2%+0.3%+5.5%−0.1%−4.6%4.1%$139B1.5

Fidelity Short-Term Bond ETFBonds & Cash · Core aggregate0.21%1.46%[…][…][…][…][…][…]$233M3.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: FSTB 2026 · SCHD 2011 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Short-Term Bond ETF · $233M[…]

FSTB

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested

FSTBMeasureSCHD

[…]Year to dateJan 1 → Nov 4+35.3%

[…]1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.21%Expense ratio$21 · $6 a year on $10k · lower is better0.06%

1.46%Trailing 12-mo yield$146 · $291 a year on $10k2.91%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.5%

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

0–2SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSTB vs SCHD: Top 5 Holdings

Today

FSTB

[…]in top 5

SCHD

in top 521.6%

FSTBStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

FSTB vs SCHD Returns, Every Period

FidelityFSTB

[…]

past year

SCHDSchwab

+41.6%

past year

Returns […]

FSTBSCHDFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FSTB vs AGG

YTD

FidelityFSTB

[…]

AGGiShares

−0.2%

[…]Year to date−0.2%

[…]Worst drop · 1Y−4.6%

[…]Volatility · 1Y4.1%

1.5%Yield4.1%

$233MAssets$139B

1–0AGG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSTB, SCHD, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SCHD0.06%$6

FSTB0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FSTB, SCHD, AGG

4.13%highest, AGG

FundTrailing yieldYield$10k

AGG4.13%$413

SCHD2.91%$291

FSTB1.46%$146

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$410most kept, AGG

AGG$413 − $3 = $410

SCHD$291 − $6 = $285

FSTB$146 − $21 = $125

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FSTB, SCHD, AGG

Today

[…]holdings […]

FSTBSCHDAGG

FSTB—[…][…]

SCHD[…]—[…]

AGG[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

AGGWorst drop−4.6%4.1% vol

SCHDWorst drop−6.9%11.5% vol

FSTBWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AGGSCHD

−0.2%Year to date+35.3%

4.1%Yield2.9%

+0.3%Past year+41.6%

0.03%Fee0.06%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026