SCHD vs SUSB

ASCHD

BSUSB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · SUSB $11,295

Lowest cost0.03%AGG · $3 on $10k

Most income4.60%SUSB · $460 on $10k

Smallest drop−1.6%SUSB · worst fall in 1Y

Held in common[…]SCHD and SUSB

SCHD

SUSB

Schwab U.S. Dividend Equity ETF · $122BiShares ESG Aware 1-5 Year USD Corporate Bond ETF · $1.3B

+19.6%3 years · per year$17,123 · $11,726+5.5%

+10.5%5 years · per year$16,459 · $11,295+2.5%

0.06%Expense ratio$6 · $12 on $10k · lower wins0.12%

2.96%12-mo yield$296 · $460 on $10k4.60%

−6.9%Worst dropSmaller wins−1.6%

11.8%VolatilityLower wins2.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · SUSB

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

Held in common[…]

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BSUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETFRead Desk	0.12%	4.60%	0.0%	+1.2%	+2.0%	+5.5%	+2.5%	−1.6%	$1.3B
3	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BSUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETFRead Desk	0.12%	4.60%	0.0%	+1.2%	+2.0%	+5.5%	+2.5%	−1.6%	$1.3B
3	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs SUSB

SCHD

Schwab U.S. Dividend Equity

$16,459

SUSB

iShares ESG Aware 1-5 Year USD Corporate Bond

$11,295

MeasureSCHDSUSB

Fee0.06%0.12%

Cost on $10k a year$6$12

Yield2.96%4.60%

5 years, per year+10.5%+2.5%

3 years, per year+19.6%+5.5%

Worst drop · 1Y−6.9%−1.6%

Volatility · 1Y11.8%2.1%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 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 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SCHD, SUSB, AGG

Today

[…]holdings […]

SCHDSUSBAGG

SCHD—[…][…]

SUSB[…]—[…]

AGG[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$448most kept, SUSB

SUSB$460 − $12 = $448

AGG$412 − $3 = $409

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee