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ABDVG

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · JEPI $14,519

Lowest cost0.06%SCHD · $6 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common20.9%BDVG and SCHD

iMGP Berkshire Dividend Growth ETF · $24MSchwab U.S. Dividend Equity ETF · $124B

+18.2%3 years · per year$16,529 · $17,374+20.2%

[…]5 years · per year[…] · $16,418+10.4%

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

1.32%12-mo yield$132 · $292 on $10k

Cards for this view

BDVG

iMGP Berkshire Dividend Growth

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureBDVGSCHD

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield1.32%2.92%

5 years, per year[…]+10.4%

3 years, per year+18.2%+20.2%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y11.2%

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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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
3	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk	0.55%	1.32%	−0.5%	+19.8%	+20.2%	+18.2%	new	−6.7%	$24M

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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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
3	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk	0.55%	1.32%	−0.5%	+19.8%	+20.2%	+18.2%	new	−6.7%	$24M