AGGH vs. SCHD vs. JEPQ vs. SPYI vs. AGG
AGGH
SCHD
JEPQ
SPYI
AGG
Comparison
Average Return
Top 25 Holdings
| AGGH - Simplify Aggregate Bond ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | AGG | iShares Core U.S. Aggregate Bond ETF | 93.22% |
| 2 | TYH6.Comdty | US 10YR NOTE (CBT)MAR26 | 33.94% |
| 3 | IRS.R SOFR 1215/2027 12/15/2037 | IRS R SOFR 12/15/2027 12/15/2037 | 12.46% |
| 4 | B.0 12.26.25 | B 12/26/25 Govt | 3.13% |
| 5 | B.0 01.08.26 | B 01/08/26 Govt | 1.28% |
| 6 | B.0 03.03.26 | B 3/3/26 Govt | 0.89% |
| 7 | Cash | Cash | 0.87% |
| 8 | B.0 12.04.25 | B 12/04/25 Govt | 0.75% |
| 9 | B.0 12.11.25 | B 12/11/25 Govt | 0.15% |
| 10 | USF6C.121.0 Comdty | US Bond Fut Opt Jan26C 121 | 0.02% |
| 11 | OTC.GS USD 5S30S CURVE 0.40% 1229/25 | OTC GS USD 5S30S CURVE 0.40% 12/29/25 | -0.00% |
| 12 | OTC.MS USD 5S30S CURVE 0.40% 1229/25 | OTC MS USD 5S30S CURVE 0.40% 12/29/25 | -0.00% |
| 13 | USF6P.110.0 Comdty | US Bond Fut Opt Jan26P 110 | -0.00% |
| 14 | USF6P.111.0 Comdty | US Bond Fut Opt Jan26P 111 | -0.00% |
| 15 | USF6P.112.0 Comdty | US Bond Fut Opt Jan26P 112 | -0.01% |
| 16 | USF6P.113.0 Comdty | US Bond Fut Opt Jan26P 113 | -0.01% |
| 17 | USF6P.114.0 Comdty | US Bond Fut Opt Jan26P 114 | -0.02% |
| 18 | 1CZ5P.117.0 Comdty | US TRS Bond Fri WK1 Dec25P 117 | -0.02% |
| 19 | USF6P.115.0 Comdty | US Bond Fut Opt Jan26P 115 | -0.03% |
| 20 | 1CZ5C.118.0 Comdty | US TRS Bond Fri WK1 Dec25C 118 | -0.04% |
| 21 | USF6P.116.0 Comdty | US Bond Fut Opt Jan26P 116 | -0.04% |
| 22 | USF6C.119.0 Comdty | US Bond Fut Opt Jan26C 119 | -0.06% |
| 23 | IRS.P 3.896 1215/2027 12/15/2037 | IRS P 3.896 12/15/2027 12/15/2037 | -12.55% |
| 24 | USH6.Comdty | US LONG BOND(CBT) MAR26 | -13.34% |
| 25 | n/a | n/a | n/a |
| View AGGH holdings | |||
| SCHD - Schwab US Dividend Equity ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | MRK | Merck & Co., Inc. | 4.97% |
| 2 | AMGN | Amgen Inc. | 4.86% |
| 3 | CSCO | Cisco Systems, Inc. | 4.50% |
| 4 | ABBV | AbbVie Inc. | 4.30% |
| 5 | KO | The Coca-Cola Company | 4.23% |
| 6 | BMY | Bristol-Myers Squibb Company | 4.03% |
| 7 | PEP | PepsiCo, Inc. | 3.98% |
| 8 | CVX | Chevron Corporation | 3.78% |
| 9 | LMT | Lockheed Martin Corporation | 3.75% |
| 10 | VZ | Verizon Communications Inc. | 3.74% |
| 11 | COP | ConocoPhillips | 3.68% |
| 12 | MO | Altria Group, Inc. | 3.52% |
| 13 | HD | The Home Depot, Inc. | 3.49% |
| 14 | TXN | Texas Instruments Incorporated | 3.38% |
| 15 | UPS | United Parcel Service, Inc. | 2.83% |
| 16 | EOG | EOG Resources, Inc. | 2.33% |
| 17 | VLO | Valero Energy Corporation | 2.18% |
| 18 | SLB | SLB N.V. | 2.14% |
| 19 | F | Ford Motor Company | 2.07% |
| 20 | FAST | Fastenal Company | 1.86% |
| 21 | OKE | ONEOK, Inc. | 1.81% |
| 22 | TGT | Target Corporation | 1.64% |
| 23 | PAYX | Paychex, Inc. | 1.45% |
| 24 | KMB | Kimberly-Clark Corporation | 1.44% |
| 25 | ADM | Archer-Daniels-Midland Company | 1.17% |
| View SCHD holdings | |||
| JEPQ - JPMorgan NASDAQ Equity Premium Income ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 7.91% |
| 2 | AAPL | Apple Inc. | 7.47% |
| 3 | MSFT | Microsoft Corporation | 6.58% |
| 4 | GOOG | Alphabet Inc. | 6.02% |
| 5 | AVGO | Broadcom Inc. | 5.29% |
| 6 | AMZN | Amazon.com, Inc. | 4.60% |
| 7 | META | Meta Platforms, Inc. | 2.77% |
| 8 | TSLA | Tesla, Inc. | 2.65% |
| 9 | NFLX | Netflix, Inc. | 2.22% |
| 10 | AMD | Advanced Micro Devices, Inc. | 1.71% |
| 11 | MU | Micron Technology, Inc. | 1.37% |
| 12 | COST | Costco Wholesale Corporation | 1.32% |
| 13 | LRCX | Lam Research Corporation | 1.25% |
| 14 | PLTR | Palantir Technologies Inc. | 1.17% |
| 15 | n/a | NDX_16 | 1.14% |
| 16 | n/a | NDX_20 | 1.13% |
| 17 | n/a | NDX_17 | 1.13% |
| 18 | n/a | NDX_22 | 1.13% |
| 19 | n/a | NDX_13 | 1.13% |
| 20 | n/a | NDX_18 | 1.13% |
| 21 | n/a | NDX_15 | 1.13% |
| 22 | n/a | NDX_14 | 1.13% |
| 23 | n/a | NDX_21 | 1.12% |
| 24 | n/a | NDX_23 | 1.11% |
| 25 | n/a | NDX_19 | 1.11% |
| View JEPQ holdings | |||
| SPYI - NEOS S&P 500 High Income ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 7.67% |
| 2 | AAPL | Apple Inc. | 7.16% |
| 3 | MSFT | Microsoft Corporation | 6.28% |
| 4 | AMZN | Amazon.com, Inc. | 3.85% |
| 5 | AVGO | Broadcom Inc. | 3.24% |
| 6 | GOOGL | Alphabet, Inc. | 3.21% |
| 7 | GOOG | Alphabet Inc. | 2.58% |
| 8 | META | Meta Platforms, Inc. | 2.40% |
| 9 | TSLA | Tesla, Inc. | 2.08% |
| 10 | BRK.B | Berkshire Hathaway Inc. | 1.64% |
| 11 | LLY | Eli Lilly and Company | 1.53% |
| 12 | JPM | JPMorgan Chase & Co. | 1.49% |
| 13 | FXFXX | First American Treasury Obligations Fund | 1.31% |
| 14 | V | Visa Inc. | 0.99% |
| 15 | n/a | Cash Offset | 0.93% |
| 16 | JNJ | Johnson & Johnson | 0.87% |
| 17 | XOM | Exxon Mobil Corporation | 0.85% |
| 18 | WMT | Walmart Inc. | 0.83% |
| 19 | MA | Mastercard Incorporated | 0.79% |
| 20 | NFLX | Netflix, Inc. | 0.77% |
| 21 | ABBV | AbbVie Inc. | 0.72% |
| 22 | COST | Costco Wholesale Corporation | 0.70% |
| 23 | PLTR | Palantir Technologies Inc. | 0.67% |
| 24 | HD | The Home Depot, Inc. | 0.64% |
| 25 | BAC | Bank of America Corporation | 0.63% |
| View SPYI holdings | |||
| AGG - iShares Core U.S. Aggregate Bond ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | n/a | BLACKROCK CASH CL INST SL AGENCY | 2.79% |
| 2 | n/a | TREASURY NOTE - 4.63 2035-02-15 | 0.45% |
| 3 | n/a | TREASURY NOTE - 4.38 2034-05-15 | 0.44% |
| 4 | n/a | TREASURY NOTE - 4.0 2034-02-15 | 0.43% |
| 5 | n/a | TREASURY NOTE - 4.25 2034-11-15 | 0.43% |
| 6 | n/a | TREASURY NOTE - 4.0 2030-02-28 | 0.42% |
| 7 | n/a | TREASURY NOTE - 3.88 2034-08-15 | 0.42% |
| 8 | n/a | TREASURY NOTE - 4.5 2033-11-15 | 0.42% |
| 9 | n/a | TREASURY NOTE (2OLD) - 4.25 2035-05-15 | 0.41% |
| 10 | n/a | TREASURY NOTE - 1.38 2031-11-15 | 0.40% |
| 11 | n/a | TREASURY NOTE (OLD) - 4.25 2035-08-15 | 0.37% |
| 12 | n/a | TREASURY NOTE - 3.5 2033-02-15 | 0.37% |
| 13 | n/a | TREASURY NOTE - 3.88 2033-08-15 | 0.37% |
| 14 | n/a | TREASURY NOTE - 3.38 2033-05-15 | 0.35% |
| 15 | n/a | TREASURY NOTE - 2.88 2032-05-15 | 0.34% |
| 16 | n/a | TREASURY NOTE - 3.63 2030-08-31 | 0.34% |
| 17 | n/a | TREASURY NOTE (2OLD) - 3.63 2030-09-30 | 0.33% |
| 18 | n/a | TREASURY NOTE - 4.0 2030-05-31 | 0.31% |
| 19 | n/a | TREASURY NOTE - 1.25 2031-08-15 | 0.30% |
| 20 | n/a | TREASURY NOTE - 4.25 2029-02-28 | 0.30% |
| 21 | n/a | TREASURY NOTE - 3.88 2030-06-30 | 0.30% |
| 22 | n/a | TREASURY NOTE - 1.88 2032-02-15 | 0.30% |
| 23 | n/a | TREASURY NOTE - 4.13 2032-11-15 | 0.30% |
| 24 | n/a | TREASURY NOTE - 4.13 2027-02-28 | 0.29% |
| 25 | n/a | TREASURY NOTE - 2.75 2032-08-15 | 0.29% |
| View AGG holdings | |||