SCUS vs AGG

ASCUS

BAGG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$9,942AGG

Lowest cost0.03%AGG · $3 on $10k

Most income4.13%AGG · $413 on $10k

Smallest drop−0.2%SCUS · worst fall in 1Y

Held in common[…]SCUS and AGG

SCUS

AGG

Schwab Ultra-Short Income ETF · $263MiShares Core U.S. Aggregate Bond ETF · $139B

[…]3 years · per year[…] · $11,749+5.5%

[…]5 years · per year[…] · $9,942−0.1%

0.14%Expense ratio$14 · $3 on $10k · lower wins0.03%

3.92%12-mo yield$393 · $413 on $10k4.13%

−0.2%Worst dropSmaller wins−4.6%

0.7%VolatilityLower wins4.1%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCUS · AGG

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	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.13%	+0.5%	−0.2%	+0.3%	+5.5%	−0.1%	−4.6%	$139.1B
2	ASCUS	Schwab Ultra-Short Income ETFRead Desk		0.14%	3.92%	+0.1%	+2.8%	+3.5%	new	new	−0.2%	$263M

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	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.13%	+0.5%	−0.2%	+0.3%	+5.5%	−0.1%	−4.6%	$139.1B
2	ASCUS	Schwab Ultra-Short Income ETFRead Desk		0.14%	3.92%	+0.1%	+2.8%	+3.5%	new	new	−0.2%	$263M

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

SCUS vs AGG

SCUS

Schwab Ultra-Short Income

[…]

AGG

iShares Core U.S. Aggregate Bond

$9,942

MeasureSCUSAGG

Fee0.14%0.03%

Cost on $10k a year$14$3

Yield3.92%4.13%

5 years, per year[…]−0.1%

3 years, per year[…]+5.5%

Worst drop · 1Y−0.2%−4.6%

Volatility · 1Y0.7%4.1%

2–2measures won
level

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

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

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

Overlap: SCUS, AGG

Today

[…]holdings […]

SCUSAGG

SCUS—[…]

AGG[…]—

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

Income After Fees on $10,000

$410most kept, AGG

AGG$413 − $3 = $410

SCUS$393 − $14 = $379

KeptFee

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