AGG vs SCHD

AAGG

BSCHD

Measures won4–2AGG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · AGG $9,970

Lowest cost0.03%AGG · $3 on $10k

Most income4.12%AGG · $412 on $10k

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

Held in common[…]AGG and SCHD

AGG

SCHD

iShares Core U.S. Aggregate Bond ETF · $139BSchwab U.S. Dividend Equity ETF · $120B

+5.2%3 years · per year$11,649 · $17,266+20.0%

−0.1%5 years · per year$9,970 · $16,267+10.2%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

4.12%12-mo yield$412 · $300 on $10k3.00%

−4.6%Worst dropSmaller wins−6.9%

4.1%VolatilityLower wins11.7%

4–2AGG wins

$10,000 · 5 yearsOne scale

Shared top holdingsAGG · 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

Both

5Y2 funds

#			Trend
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%	$120.5B
2	AAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.2B

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

Both

5Y2 funds

#			Trend
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%	$120.5B
2	AAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.2B

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

AGG vs SCHD

AGG

iShares Core U.S. Aggregate Bond

$9,970

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAGGSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield4.12%3.00%

5 years, per year−0.1%+10.2%

3 years, per year+5.2%+20.0%

Worst drop · 1Y−4.6%−6.9%

Volatility · 1Y4.1%11.7%

4–2measures won
AGG 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: AGG, SCHD

Today

[…]holdings […]

AGGSCHD

AGG—[…]

SCHD[…]—

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

SCHD$300 − $6 = $294

KeptFee

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