BLUX vs SCHD

ABLUX

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · IWF $15,927

Lowest cost0.06%SCHD · $6 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common0.0%BLUX and SCHD

Bluemonte Dynamic Total Market ETF · $630MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,234+19.9%

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

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

0.99%12-mo yield$99 · $293 on $10k2.93%

Cards for this view

BLUX

Bluemonte Dynamic Total Market

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureBLUXSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield0.99%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y14.7%11.8%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$117.1B
3	ABLUX	Bluemonte Dynamic Total Market ETFRead Desk	0.30%	0.99%	+1.0%	+14.3%	+15.6%	new	new	−9.0%	$630M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$117.1B
3	ABLUX	Bluemonte Dynamic Total Market ETFRead Desk	0.30%	0.99%	+1.0%	+14.3%	+15.6%	new	new	−9.0%	$630M

Loading…