APUE vs SCHD

AAPUE

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · VUG $16,394

Lowest cost0.03%VUG · $3 on $10k

Most income2.94%SCHD · $294 on $10k

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

Held in common8.2%APUE and SCHD

ActivePassive U.S. Equity ETF · $2.5BSchwab U.S. Dividend Equity ETF · $123B

+21.2%3 years · per year$17,808 · $17,062+19.5%

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

0.31%Expense ratio$31 · $6 on $10k · lower wins0.06%

0.75%12-mo yield$75 · $294 on $10k2.94%

Cards for this view

APUE

ActivePassive U.S. Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasureAPUESCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield0.75%2.94%

5 years, per year[…]+10.4%

3 years, per year+21.2%+19.5%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y13.7%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
3	AAPUE	ActivePassive U.S. Equity ETFRead Desk	0.31%	0.75%	−0.5%	+11.3%	+14.1%	+21.2%	new	−9.0%	$2.5B

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
3	AAPUE	ActivePassive U.S. Equity ETFRead Desk	0.31%	0.75%	−0.5%	+11.3%	+14.1%	+21.2%	new	−9.0%	$2.5B

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