AFIX vs SCHD

AAFIX

BSCHD

Measures won3–1AFIX wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · AGG $9,970

Lowest cost0.03%AGG · $3 on $10k

Most income4.99%AFIX · $499 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common[…]AFIX and SCHD

AFIX

SCHD

Allspring Exchange-Traded Funds Trust - Allspring Broad Market Core Bond ETF · $203MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

4.99%12-mo yield$499 · $300 on $10k3.00%

−5.1%Worst dropSmaller wins−6.9%

4.4%VolatilityLower wins11.7%

3–1AFIX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFIX · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.1B
3	AAFIX	Allspring Exchange-Traded Funds Trust - Allspring Broad Market Core Bond ETFRead Desk	0.20%	4.99%	0.0%	0.0%	+0.8%	new	new	−5.1%	$203M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.1B
3	AAFIX	Allspring Exchange-Traded Funds Trust - Allspring Broad Market Core Bond ETFRead Desk	0.20%	4.99%	0.0%	0.0%	+0.8%	new	new	−5.1%	$203M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFIX vs SCHD

AFIX

Allspring Exchange-Traded Funds Trust - Allspring Broad Market Core Bond

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAFIXSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield4.99%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−5.1%−6.9%

Volatility · 1Y4.4%11.7%

3–1measures won
AFIX first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AFIX, SCHD, AGG

Today

[…]holdings […]

AFIXSCHDAGG

AFIX—[…][…]

SCHD[…]—[…]

AGG[…][…]—

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

Income After Fees on $10,000

$479most kept, AFIX

AFIX$499 − $20 = $479

AGG$412 − $3 = $409

SCHD$300 − $6 = $294

KeptFee

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