Data as of Sep 4, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

AGG vs SCHD

iShares Core U.S. Aggregate Bond ETF and Schwab U.S. Dividend Equity ETF.

AGG and SCHD on the fields both publish, as of Sep 4, 2026. Source: ETFIQ.
AGG
iShares Core U.S. Aggregate Bond ETF
SCHD
Schwab U.S. Dividend Equity ETF
Where it sitsCore fundCore fund
IssueriSharesSchwab
What it isUS aggregate bondsUS dividend
Total return, 1 year+1.3%+30.3%
S&P 500 over the same days+20.0%+20.0%
Gap to the S&P 500−18.6 pts+10.3 pts
Expense ratio0.03%0.06%
Holdingsn/a99

AGG in plain words

AGG is a bond fund tracking US aggregate bonds. Over the year to Sep 4, 2026 it returned +1.3% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year.

SCHD in plain words

SCHD is a index equity fund tracking US dividend. Over the year to Sep 4, 2026 it returned +30.3% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 43.7%.

Questions people ask

Which returned more over the last year, AGG or SCHD?
In the year to Sep 4, 2026, with distributions reinvested, AGG returned +1.3% and SCHD returned +30.3%, so SCHD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AGG or SCHD?
AGG charges 0.03% a year and SCHD charges 0.06%, so AGG is cheaper. Fees come from each fund's prospectus.

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Where these figures came from

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AGG against SCHD, ETFIQ, data as of Sep 4, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AGG against SCHD, data as of Sep 4, 2026. https://etfiq.com/compare/any/AGG-SCHD.html Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources