AVTM vs SCHD

AAVTM

BSCHD

Measures won0–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · JEPI $14,510

Lowest cost0.06%SCHD · $6 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common6.0%AVTM and SCHD

Avantis Total Equity Markets ETF 1 · $759MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,257+19.9%

[…]5 years · per year[…] · $16,429+10.4%

0.23%Expense ratio$23 · $6 on $10k · lower wins0.06%

0.55%12-mo yield$55 · $293 on $10k2.93%

Cards for this view

AVTM

Avantis Total Equity Markets ETF 1

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureAVTMSCHD

Fee0.23%0.06%

Cost on $10k a year$23$6

Yield0.55%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.7%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	AAVTM	Avantis Total Equity Markets ETF 1Read Desk	0.23%	0.55%	−0.6%	new	new	new	new	[…]	$759M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	AAVTM	Avantis Total Equity Markets ETF 1Read Desk	0.23%	0.55%	−0.6%	new	new	new	new	[…]	$759M

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