Compare · 2 funds side by side · dividends reinvested

SCHR and AGG

SCHRSchwab×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,121SCHR · best of the two

02 / 04

SCHR 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%+0.1%+0.5%+5.6%−0.0%−4.6%4.1%$139B1.4

Schwab Intermediate-Term U.S. Treasury ETFBonds & Cash · Treasuries0.03%4.02%−0.3%+0.1%+4.7%+0.2%−4.5%3.6%$13.7B1.5

Rank among the two1st → 2ndFee, 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: SCHR 2010 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Intermediate-Term U.S. Treasury ETF · $13.7B$10,121

SCHR

AGG

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

$10,000 five years ago, dividends reinvested

SCHRMeasureAGG

−0.3%Year to dateJan 1 → Nov 5+0.1%

+0.1%1 yearTotal return+0.5%

+4.7%3 years · per year$10,000 became $11,476 · $11,786+5.6%

+0.2%5 years · per year$10,000 became $10,121 · $9,975−0.0%

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

4.02%Trailing 12-mo yield$402 · $412 a year on $10k4.12%

−4.5%Worst dropSmaller is better−4.6%

3.6%VolatilityLower is calmer4.1%

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

3–4AGG wins

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

More Ways to See the Pairs

SCHR vs AGG: Top 5 Holdings

Today

SCHR

0.4%in top 5

AGG

in top 5[…]

SCHRStockAGG

0.4%GVMXXnot top 5

Held in common[…]

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

SCHR vs AGG Returns, Every Period

SchwabSCHR

+0.2%

5 years, per year

AGGiShares

−0.0%

5 years, per year

SCHRAGGFaded: behind in that period

1–3AGG wins

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

SCHR vs AGG

YTD

SchwabSCHR

−0.3%

AGGiShares

+0.1%

−0.3%Year to date+0.1%

−4.5%Worst drop · 1Y−4.6%

3.6%Volatility · 1Y4.1%

4.0%Yield4.1%

$13.7BAssets$139B

2–2level

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

Cost, Income and Risk

Fees: SCHR, AGG

Today

0.03%lowest, SCHR

FundExpense ratioFee$10k

SCHR0.03%$3

AGG0.03%$3

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

Yields: SCHR, AGG

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

SCHR4.02%$402

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

SCHR$402 − $3 = $399

KeptFee

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

Overlap: SCHR, AGG

Today

[…]holdings […]

SCHRAGG

SCHR—[…]

AGG[…]—

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

Return vs Bumpiness: 2 ETFs

+0.5%AGG, at 4.1% volatility

SCHRWorst drop−4.5%3.6% vol

AGGWorst drop−4.6%4.1% vol

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

Paid More vs Made More

YTD

AGGSCHR

+0.1%Year to date−0.3%

4.1%Yield4.0%

+0.5%Past year+0.1%

0.03%Fee0.03%

3–0AGG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026