Compare · 2 funds side by side · dividends reinvested

SCHQ and AGG

SCHQSchwab×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,970AGG · best of the two

02 / 04

SCHQ and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.7%+5.2%−0.1%−4.6%4.1%$139B1.1

Schwab Long-Term U.S. Treasury ETFBonds & Cash · Treasuries0.03%4.94%−2.0%−2.7%+3.8%−6.6%−11.4%8.8%$883M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHQ 2019 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Long-Term U.S. Treasury ETF · $883M$7,108

SCHQ

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,970

$10,000 five years ago, dividends reinvested

SCHQMeasureAGG

−2.0%Year to dateJan 1 → Nov 6−0.0%

−2.7%1 yearTotal return+0.7%

+3.8%3 years · per year$10,000 became $11,198 · $11,649+5.2%

−6.6%5 years · per year$10,000 became $7,108 · $9,970−0.1%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

4.94%Trailing 12-mo yield$494 · $412 a year on $10k4.12%

−11.4%Worst dropSmaller is better−4.6%

8.8%VolatilityLower is calmer4.1%

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

1–6AGG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHQ vs AGG: Top 5 Holdings

Today

SCHQ

0.5%in top 5

AGG

in top 5[…]

SCHQStockAGG

0.5%GVMXXnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

SCHQ vs AGG Returns, Every Period

SchwabSCHQ

−6.6%

5 years, per year

AGGiShares

−0.1%

5 years, per year

SCHQAGGFaded: behind in that period

0–4AGG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCHQ vs AGG

YTD

SchwabSCHQ

−2.0%

AGGiShares

−0.0%

−2.0%Year to date−0.0%

−11.4%Worst drop · 1Y−4.6%

8.8%Volatility · 1Y4.1%

4.9%Yield4.1%

$883MAssets$139B

3–1AGG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHQ, AGG

Today

0.03%lowest, SCHQ

FundExpense ratioFee$10k

SCHQ0.03%$3

AGG0.03%$3

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHQ, AGG

4.94%highest, SCHQ

FundTrailing yieldYield$10k

SCHQ4.94%$494

AGG4.12%$412

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$491most kept, SCHQ

SCHQ$494 − $3 = $491

AGG$412 − $3 = $409

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHQ, AGG

Today

[…]holdings […]

SCHQAGG

SCHQ—[…]

AGG[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.7%AGG, at 4.1% volatility

AGGWorst drop−4.6%4.1% vol

SCHQWorst drop−11.4%8.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHQAGG

−2.0%Year to date−0.0%

4.9%Yield4.1%

−2.7%Past year+0.7%

0.03%Fee0.03%

2–1AGG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026