SCHD vs WCMI

ASCHD

BWCMI

Measures won4–0SCHD wins · of 6 · 3Y

$10,000 · 3Y$17,062SCHD · IEFA $16,521

Lowest cost0.06%SCHD · $6 on $10k

Most income3.38%IEFA · $338 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%SCHD and WCMI

Schwab U.S. Dividend Equity ETF · $122BFirst Trust WCM International Equity ETF · $2.1B

+19.5%3 years · per year$17,062 · […][…]

+10.4%5 years · per year$16,428 · […][…]

0.06%Expense ratio$6 · $85 on $10k · lower wins0.85%

2.94%12-mo yield$294 · $57 on $10k0.57%

Cards for this view

SCHD

Schwab U.S. Dividend Equity

$17,062

WCMI

First Trust WCM International Equity

[…]

MeasureSCHDWCMI

Fee0.06%0.85%

Cost on $10k a year$6$85

Yield2.94%0.57%

5 years, per year+10.4%[…]

3 years, per year+19.5%[…]

Worst drop · 1Y−6.9%−12.5%

Volatility · 1Y11.8%

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.38%	−0.5%	+10.4%	+14.6%	+18.2%	+8.2%	−11.5%	$192.8B
3	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	−0.7%	+8.0%	+11.8%	new	new	−12.5%	$2.1B

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.38%	−0.5%	+10.4%	+14.6%	+18.2%	+8.2%	−11.5%	$192.8B
3	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	−0.7%	+8.0%	+11.8%	new	new	−12.5%	$2.1B

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