Compare · 3 funds side by side · dividends reinvested

GTO, SCHD and AGG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

GTO, SCHD and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.9

Invesco Total Return Bond ETFBonds & Cash · Core aggregate0.35%4.92%−0.2%+0.4%+5.6%−0.2%−4.5%3.6%$2.6B2.0

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.6%4.1%$139B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: GTO 2016 · SCHD 2011 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Total Return Bond ETF · $2.6B$9,911

GTO

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

GTOMeasureSCHD

−0.2%Year to dateJan 1 → Nov 9+33.2%

+0.4%1 yearTotal return+39.1%

+5.6%3 years · per year$10,000 became $11,760 · $17,123+19.6%

−0.2%5 years · per year$10,000 became $9,911 · $16,459+10.5%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

4.92%Trailing 12-mo yield$492 · $296 a year on $10k2.96%

−4.5%Worst dropSmaller is better−6.9%

3.6%VolatilityLower is calmer11.8%

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

3–5SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GTO vs SCHD: Top 5 Holdings

Today

GTO

3.4%in top 5

SCHD

in top 521.4%

GTOStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.2%AGPXXnot top 5

0.6%ISDBnot top 5

0.3%GTOCnot top 5

0.1%GTOQnot top 5

0.1%METAMnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

GTO vs SCHD Returns, Every Period

InvescoGTO

−0.2%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

GTOSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

GTO vs AGG

YTD

InvescoGTO

−0.2%

AGGiShares

+0.0%

−0.2%Year to date+0.0%

−4.5%Worst drop · 1Y−4.6%

3.6%Volatility · 1Y4.1%

4.9%Yield4.1%

$2.6BAssets$139B

3–1GTO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GTO, SCHD, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SCHD0.06%$6

GTO0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: GTO, SCHD, AGG

4.92%highest, GTO

FundTrailing yieldYield$10k

GTO4.92%$492

AGG4.12%$412

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$457most kept, GTO

GTO$492 − $35 = $457

AGG$412 − $3 = $409

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: GTO, SCHD, AGG

Today

0.0%most shared, GTO and SCHD

GTOSCHDAGG

GTO—0.0%[…]

SCHD0.0%—[…]

AGG[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

GTOWorst drop−4.5%3.6% vol

AGGWorst drop−4.6%4.1% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

GTOSCHD

−0.2%Year to date+33.2%

4.9%Yield3.0%

+0.4%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026