Compare · 3 funds side by side · dividends reinvested

VGMS, SCHD and AGG

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

Story of the three · IncomeMost incomeVGMS · 5.56% · $556 a year on $10k

Story of the three · RiskSmallest drop

VGMS, SCHD and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFBonds & Cash · Other bonds0.30%5.56%+0.9%+2.0%[…][…]−2.7%3.4%$298M1.7

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.9

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.6%−0.2%−4.6%4.1%$138B2.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: VGMS 2025 · SCHD 2011 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETF · $298M[…]

VGMS

SCHD

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

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

VGMS

More Ways to See the Pairs

VGMS vs SCHD: Top 5 Holdings

Today

VGMS

0.1%in top 5

SCHD

in top 521.4%

VGMSStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: VGMS, SCHD, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SCHD0.06%$6

VGMS0.30%$30

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

Yields: VGMS, SCHD, AGG

Popular Pairs Near These Three

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

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

SCHD

+0.9%Year to dateJan 1 → Nov 10+33.8%

+2.0%1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

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

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

5.56%Trailing 12-mo yield$556 · $294 a year on $10k2.94%

−2.7%Worst dropSmaller is better−6.9%

3.4%VolatilityLower is calmer11.8%

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

3–3Level

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

0.1%SVCnot top 5

Held in common0.0%

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

VGMS vs SCHD Returns, Every Period

1Y

VanguardVGMS

+2.0%

past year

SCHDSchwab

+38.8%

past year

VGMSSCHDFaded: behind in that period

0–2SCHD wins

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

VGMS vs AGG

YTD

VanguardVGMS

+0.9%

AGGiShares

−0.7%

+0.9%Year to date−0.7%

−2.7%Worst drop · 1Y−4.6%

3.4%Volatility · 1Y4.1%

5.6%Yield4.2%

$298MAssets$138B

4–0VGMS wins

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

1Y

5.56%highest, VGMS

FundTrailing yieldYield$10k

VGMS5.56%$556

AGG4.15%$415

SCHD2.94%$294

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

Income After Fees on $10,000

1Y

$526most kept, VGMS

VGMS$556 − $30 = $526

AGG$415 − $3 = $412

SCHD$294 − $6 = $288

KeptFee

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

Overlap: VGMS, SCHD, AGG

Today

0.0%most shared, VGMS and SCHD

VGMSSCHDAGG

VGMS—0.0%[…]

SCHD0.0%—[…]

AGG[…][…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

VGMSWorst drop−2.7%3.4% vol

AGGWorst drop−4.6%4.1% 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

VGMSSCHD

+0.9%Year to date+33.8%

5.6%Yield2.9%

+2.0%Past year+38.8%

0.30%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

−0.7%

4.1%Yield4.2%

$161BAssets$138B

1–0AGG 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

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VGMS, SCHD and AGG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three