AGG vs SCHD
iShares Core U.S. Aggregate Bond ETF vs Schwab U.S. Dividend Equity ETF
Buy AGG if…
- •You want lower costs (0.03% vs 0.06%)
- •You prefer higher liquidity and trading volume
- •You want stronger recent performance
- •You value a longer track record
Buy SCHD if…
- •You prioritize historical performance
Key Metrics
Cost Calculator
Annualized Returns
Top 10 Holdings
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AGG
The index measures the performance of the total U.S. investment-grade bond market. The fund will invest at least 80% of its assets in the component securities of the underlying index and TBAs that have economic characteristics that are substantially identical to the economic characteristics of the component securities of the underlying index, and the fund will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that the advisor believes will help the fund track the underlying index.
SCHD
To pursue its goal, the fund generally invests in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The fund will invest at least 90% of its net assets in these stocks.