SCHD vs CGUI

ASCHD

BCGUI

Measures won1–3CGUI 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−0.2%CGUI · worst fall in 1Y

Held in common[…]SCHD and CGUI

SCHD

CGUI

Schwab U.S. Dividend Equity ETF · $120BCapital Group Ultra Short Income ETF · $388M

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

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

0.06%Expense ratio$6 · $18 on $10k · lower wins0.18%

3.00%12-mo yield$300 · $382 on $10k3.82%

−6.9%Worst dropSmaller wins−0.2%

11.7%VolatilityLower wins0.9%

1–3CGUI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · CGUI

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	ASCHD	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	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%	$139.2B
3	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	−0.1%	+2.9%	+3.8%	new	new	−0.2%	$388M

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	ASCHD	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	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%	$139.2B
3	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	−0.1%	+2.9%	+3.8%	new	new	−0.2%	$388M

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

SCHD vs CGUI

SCHD

Schwab U.S. Dividend Equity

$16,267

CGUI

Capital Group Ultra Short Income

[…]

MeasureSCHDCGUI

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield3.00%3.82%

5 years, per year+10.2%[…]

3 years, per year+20.0%[…]

Worst drop · 1Y−6.9%−0.2%

Volatility · 1Y11.7%0.9%

3–1measures won
CGUI 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: SCHD, CGUI, AGG

Today

[…]holdings […]

SCHDCGUIAGG

SCHD—[…][…]

CGUI[…]—[…]

AGG[…][…]—

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

CGUI$382 − $18 = $364

SCHD$300 − $6 = $294

KeptFee

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