EAGG vs SCHD

AEAGG

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · EAGG $9,910

Lowest cost0.06%SCHD · $6 on $10k

Most income4.14%EAGG · $414 on $10k

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

Held in common[…]EAGG and SCHD

EAGG

SCHD

iShares ESG Aware U.S. Aggregate Bond ETF · $5.1BSchwab U.S. Dividend Equity ETF · $120B

+5.1%3 years · per year$11,623 · $17,266+20.0%

−0.2%5 years · per year$9,910 · $16,267+10.2%

0.10%Expense ratio$10 · $6 on $10k · lower wins0.06%

4.14%12-mo yield$414 · $300 on $10k3.00%

−4.6%Worst dropSmaller wins−6.9%

4.0%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEAGG · 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	AEAGG	iShares ESG Aware U.S. Aggregate Bond ETFRead Desk		0.10%	4.14%	−0.1%	−0.1%	+0.5%	+5.1%	−0.2%	−4.6%	$5.1B

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	AEAGG	iShares ESG Aware U.S. Aggregate Bond ETFRead Desk		0.10%	4.14%	−0.1%	−0.1%	+0.5%	+5.1%	−0.2%	−4.6%	$5.1B

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

EAGG vs SCHD

EAGG

iShares ESG Aware U.S. Aggregate Bond

$9,910

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureEAGGSCHD

Fee0.10%0.06%

Cost on $10k a year$10$6

Yield4.14%3.00%

5 years, per year−0.2%+10.2%

3 years, per year+5.1%+20.0%

Worst drop · 1Y−4.6%−6.9%

Volatility · 1Y4.0%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: EAGG, SCHD

Today

[…]holdings […]

EAGGSCHD

EAGG—[…]

SCHD[…]—

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

Income After Fees on $10,000

$404most kept, EAGG

EAGG$414 − $10 = $404

SCHD$300 − $6 = $294

KeptFee

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