AGGY vs SCHD

AAGGY

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · AGGY $9,885

Lowest cost0.06%SCHD · $6 on $10k

Most income4.78%AGGY · $478 on $10k

Smallest drop−5.1%AGGY · worst fall in 1Y

Held in common[…]AGGY and SCHD

AGGY

SCHD

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund · $892MSchwab U.S. Dividend Equity ETF · $120B

+5.4%3 years · per year$11,721 · $17,266+20.0%

−0.2%5 years · per year$9,885 · $16,267+10.2%

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

4.78%12-mo yield$478 · $300 on $10k3.00%

−5.1%Worst dropSmaller wins−6.9%

4.5%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAGGY · 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%	$119.9B
2	AAGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond FundRead Desk		0.12%	4.78%	0.0%	−0.5%	+0.2%	+5.4%	−0.2%	−5.1%	$892M

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%	$119.9B
2	AAGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond FundRead Desk		0.12%	4.78%	0.0%	−0.5%	+0.2%	+5.4%	−0.2%	−5.1%	$892M

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

AGGY vs SCHD

AGGY

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

$9,885

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAGGYSCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield4.78%3.00%

5 years, per year−0.2%+10.2%

3 years, per year+5.4%+20.0%

Worst drop · 1Y−5.1%−6.9%

Volatility · 1Y4.5%11.7%

3–3measures won
level

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AGGY, SCHD

Today

[…]holdings […]

AGGYSCHD

AGGY—[…]

SCHD[…]—

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

Income After Fees on $10,000

$466most kept, AGGY

AGGY$478 − $12 = $466

SCHD$300 − $6 = $294

KeptFee

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