ASMF vs SCHD

AASMF

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · JEPI $14,429

Lowest cost0.06%SCHD · $6 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop−6.3%ASMF · worst fall in 1Y

Held in common[…]ASMF and SCHD

Virtus AlphaSimplex Managed Futures ETF · $31MSchwab U.S. Dividend Equity ETF · $123B

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

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

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

0.20%12-mo yield$20 · $294 on $10k2.94%

Cards for this view

ASMF

Virtus AlphaSimplex Managed Futures

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasureASMFSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield0.20%2.94%

5 years, per year[…]+10.4%

3 years, per year[…]+19.5%

Worst drop · 1Y−6.3%−6.9%

Volatility · 1Y12.0%11.8%

#
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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
3	AASMF	Virtus AlphaSimplex Managed Futures ETFRead Desk	0.80%	0.20%	+1.3%	+10.0%	+13.9%	new	new	−6.3%	$31M

#
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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
3	AASMF	Virtus AlphaSimplex Managed Futures ETFRead Desk	0.80%	0.20%	+1.3%	+10.0%	+13.9%	new	new	−6.3%	$31M

Loading…