AGIH vs SCHD

AGIH vs SCHD

Which is better, AGIH or SCHD?

Inflation Protection against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAGIHSCHD
Expense Ratio0.13%0.06%Best
AUM$2M$112.2B
Dividend Yield3.07%3.13%
Holdings62103
Volatility (annualized)6.6%Best14.8%
Max Drawdown-9.2%Best-16.1%
$10,000 over 3.2 years$10,897$12,548Best
Fund FamilyiShares by BlackRock (US)Charles Schwab Asset Management
CategoryFixed IncomeEquity
StyleInflation ProtectionLarge Cap Value
InceptionJun 22, 2022Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 382 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. AGIH has data through Aug 18, 2025 and SCHD through Sep 4, 2026.

Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jun 24, 2022 to Aug 18, 2025 (3.2 years).

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 6.6% for AGIH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -9.2% for AGIH and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AGIH charges 0.13% per year while SCHD charges 0.06%. On a $10,000 position that is $13 vs $6 annually, a gap of $7 per year that compounds over a long holding period. On income, AGIH currently yields 3.07% against 3.13% for SCHD.

You are not choosing between two funds in isolation.

Whichever of AGIH and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AGIHSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AGIH or SCHD?

AGIH has an expense ratio of 0.13% while SCHD charges 0.06%. SCHD is the cheaper option, by $7 a year on a $10,000 investment.

Which is riskier, AGIH or SCHD?

SCHD has been the more volatile fund at 14.8% annualized versus 6.6% for AGIH. Worst drawdown: AGIH -9.2% vs SCHD -16.1%.

Should I hold both AGIH and SCHD?

AGIH and SCHD have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AGIH or SCHD?

AGIH yields 3.07% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Is SCHD better than AGIH?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.