IAGG vs SCHD

AIAGG

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · IAGG $10,623

Lowest cost0.06%SCHD · $6 on $10k

Most income5.16%IAGG · $516 on $10k

Smallest drop−2.3%IAGG · worst fall in 1Y

Held in common[…]IAGG and SCHD

IAGG

SCHD

iShares Core International Aggregate Bond ETF · $13.1BSchwab U.S. Dividend Equity ETF · $123B

+5.1%3 years · per year$11,611 · $17,908+21.4%

+1.2%5 years · per year$10,623 · $16,881+11.0%

0.07%Expense ratio$7 · $6 on $10k · lower wins0.06%

5.16%12-mo yield$516 · $291 on $10k2.91%

−2.3%Worst dropSmaller wins−6.9%

3.1%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIAGG · SCHD

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

Held in common[…]

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AIAGG	iShares Core International Aggregate Bond ETFRead Desk		0.07%	5.16%	+0.4%	+1.6%	+1.3%	+5.1%	+1.2%	−2.3%	$13.1B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AIAGG	iShares Core International Aggregate Bond ETFRead Desk		0.07%	5.16%	+0.4%	+1.6%	+1.3%	+5.1%	+1.2%	−2.3%	$13.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IAGG vs SCHD

IAGG

iShares Core International Aggregate Bond

$10,623

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIAGGSCHD

Fee0.07%0.06%

Cost on $10k a year$7$6

Yield5.16%2.91%

5 years, per year+1.2%+11.0%

3 years, per year+5.1%+21.4%

Worst drop · 1Y−2.3%−6.9%

Volatility · 1Y3.1%11.5%

3–3measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IAGG, SCHD

Today

[…]holdings […]

IAGGSCHD

IAGG—[…]

SCHD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$509most kept, IAGG

IAGG$516 − $7 = $509

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee