AGG vs SCHD14-Year Performance Comparison

US Total Bond vs Dividend Growth — backtested 20112024

SCHD wins$55,862 vs $13,201 on $10,000 over 14 years
AGGUS Total Bond
Final value$13,201
CAGR+2.0%
Max drawdown-14.6%
Best year+8% (2019)
Years won3 of 14
SCHDDividend Growth
Final value$55,862
CAGR+13.1%
Max drawdown-5.9%
Best year+33% (2013)
Years won11 of 14

Growth of $10,000

20112024
AGGSCHD
$33k$58k201120142017202020232024
AGG$13,201
SCHD$55,862
50/50 mix$28,279

50/50 blend: $28,279 (+7.7%/yr CAGR)

Splitting equally between AGG and SCHD would have landed between the two — slightly lower CAGR than SCHD but less volatility. Try a custom split →

Year-by-year: AGG vs SCHD

YearAGGSCHDWinner
2024+1.3%+25.3%SCHD
2023+5.7%+6.8%SCHD
2022-13.0%-3.2%SCHD
2021-1.8%+29.5%SCHD
2020+7.5%+11.6%SCHD
2019+8.5%+28.4%SCHD
2018+0.1%-5.9%AGG
2017+3.5%+20.1%SCHD
2016+2.4%+18.8%SCHD
2015+0.5%+0.3%AGG
2014+6.0%+14.7%SCHD
2013-2.0%+33.0%SCHD
2012+3.8%+14.1%SCHD
2011+7.7%-0.5%AGG

More comparisons

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Past performance does not guarantee future results.