XAGG vs SCHD

AXAGG

BSCHD

Measures won3–1XAGG wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income6.91%XAGG · $691 on $10k

Smallest drop−2.9%XAGG · worst fall in 1Y

Held in common0.0%XAGG and SCHD

XAGG

SCHD

Morgan Stanley ETF Trust - Eaton Vance Strategic Income Opportunities ETF · $2.3BSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,257+19.9%

[…]5 years · per year[…] · $16,429+10.4%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

6.91%12-mo yield$691 · $293 on $10k2.93%

−2.9%

End-of-day Nov 12, 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%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	AXAGG	Morgan Stanley ETF Trust - Eaton Vance Strategic Income Opportunities ETFRead Desk		0.50%	6.91%	−0.6%	+1.4%	+3.0%	new	new	−2.9%	$2.3B

End-of-day Nov 12, 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%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	AXAGG	Morgan Stanley ETF Trust - Eaton Vance Strategic Income Opportunities ETFRead Desk		0.50%	6.91%	−0.6%	+1.4%	+3.0%	new	new	−2.9%	$2.3B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XAGG vs SCHD

XAGG

Morgan Stanley ETF Trust - Eaton Vance Strategic Income Opportunities

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureXAGGSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield6.91%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−2.9%−6.9%

Volatility · 1Y3.5%

Loading…

XAGG vs SCHD

Both

Both

$10,000 in XAGG, SCHD

Overlap: XAGG, SCHD

XAGG vs SCHD

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: XAGG, SCHD

Income After Fees on $10,000