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ASQLT

BSCHD

Measures won0–2SCHD wins · of 6 · YTD

$10,000 · YTD$13,493SCHD · JEPQ $10,672

Lowest cost0.06%SCHD · $6 on $10k

Most income12.37%JEPQ · $1,237 on $10k

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

Held in common2.7%SQLT and SCHD

YTD

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MSchwab U.S. Dividend Equity ETF · $124B

[…]Year to dateJan 1 → Nov 13+34.9%

[…]1 yearTotal return+37.5%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

0.48%12-mo yield$48 · $292 on $10k2.92%

Cards for this view

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

SCHD

Schwab U.S. Dividend Equity

$13,750

MeasureSQLTSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield0.48%2.92%

5 years, per year[…]+10.4%

3 years, per year[…]+20.2%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.7%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B
3	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	0.0%	new	new	new	new	[…]	$7M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B
3	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	0.0%	new	new	new	new	[…]	$7M