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ETF Comparisons

SCHD vs. AGG

Schwab US Dividend Equity ETF

SCHD
$--
vs

iShares Core U.S. Aggregate Bond ETF

AGG
$--

Correlation

0.21

Compare with

Top 10 comparisons with SCHD:
Compare:
SCHD
Correlation
With:
AGG
iShares Core U.S. Aggregate Bond ETF
0.21
SwitchVYMVanguard Group, Inc. - Vanguard High Dividend Yield Indx ETF0.98SCHVSchwab Strategic Trust - Schwab U.S. Large-Cap Value ETF0.98DTDWisdomTree Trust - WisdomTree U.S. Total Dividend Fund0.98VTVVanguard Group, Inc. - Vanguard Value ETF0.98DIVBBlackRock Institutional Trust Company N.A. - iShares Core Dividend ETF0.97DGROBlackRock Institutional Trust Company N.A. - iShares Core Dividend Growth ETF0.97NULVNuveen Fund Advisors LLC - Nuveen ESG Large-Cap Value ETF0.97DLNWisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund0.97ILCVBlackRock Institutional Trust Company N.A. - iShares Morningstar Value ETF0.97PRFInvesco Capital Management LLC - Invesco FTSE RAFI US 1000 ETF0.97

Top 10 shared holdings

The top 10 holdings shared by SCHD and AGG:

There are no shared holdings.
Invest with SCHD
Learn more about AGG
SCHDSchwab US Dividend Equity ETF
AGGiShares Core U.S. Aggregate Bond ETF

What is SCHD?

The ETF seeks investment results that track, as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index. Provides exposure to high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends and have strong relative fundamental strength based on select financial ratios.

Snapshot
**

SCHD Schwab US Dividend Equity ETF
AGG iShares Core U.S. Aggregate Bond ETF
Inception date
Oct 20 2011
Sep 22 2003
Expense ratio
0.06%
0.03%
SCHD has a higher expense ratio than AGG by 0.03%. This can indicate that it’s more expensive to invest in SCHD than AGG.
Type
US Equities
US Bonds
SCHD targets investing in US Equities, while AGG targets investing in US Bonds.
Fund owner
Schwab
Blackrock (iShares)
SCHD is managed by Schwab, while AGG is managed by Blackrock (iShares).
Volume (1m avg. daily)
$191,902,599
$631,408,505
Both SCHD and AGG are considered high-volume assets. They’re less likely to be affected by issues like slippage and failed orders on Composer than low-volume assets.
AUM
$47,737,029,197
$91,680,069,240
SCHD has more assets under management than AGG by $43,943,040,043. Higher AUM can be associated with better liquidity and lower slippage in trading.
Associated index
Dow Jones U.S. Dividend 100 Index
Bloomberg US Aggregate Bond Index
SCHD is based off of the Dow Jones U.S. Dividend 100 Index, while AGG is based off of the Bloomberg US Aggregate Bond Index
Inverse/Leveraged
No
No
SCHD and AGG use the same leverage ratio. Inverse and leveraged ETFs can be used to either take an opposite position or amplify returns of a given index.
Passive/Active
Passive
Passive
SCHD and AGG both use a Passive investing strategy. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.
Dividend
Yes
No
SCHD may offer dividends, while AGG does not. The frequency and yield of the dividend for SCHD may vary.
Prospectus
View
View
Neither SCHD nor AGG require a K1.
When ETFs are uncorrelated, it’s common for them to be used as complements in a trading strategy. This means it makes sense to be holding both of them at the same time, or to use one as a hedge for the other.

Automated Strategies
Related toSCHD

#OPUS-12

Opus-12

Category

Opus, Investing for the Long-Term

Risk Rating

Moderate

Automated Strategies
Related toAGG

#DPE

Diversify with Private Equity

Category

Getting Started, Go Global, Diversification

Risk Rating

Moderate

Create your own algorithmic
trading strategy

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.