BSMC vs SCHD

ABSMC

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common0.2%BSMC and SCHD

Brandes U.S. Small-Mid Cap Value ETF · $176MSchwab U.S. Dividend Equity ETF · $123B

+17.5%3 years · per year$16,213 · $17,257+19.9%

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

0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%

0.96%12-mo yield$96 · $293 on $10k

Cards for this view

BSMC

Brandes U.S. Small-Mid Cap Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureBSMCSCHD

Fee0.70%0.06%

Cost on $10k a year$70$6

Yield0.96%2.93%

5 years, per year[…]+10.4%

3 years, per year+17.5%+19.9%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y14.2%

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ABSMC	Brandes U.S. Small-Mid Cap Value ETFRead Desk	0.70%	0.96%	−0.8%	+15.1%	+18.8%	+17.5%	new	−9.0%	$176M

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ABSMC	Brandes U.S. Small-Mid Cap Value ETFRead Desk	0.70%	0.96%	−0.8%	+15.1%	+18.8%	+17.5%	new	−9.0%	$176M

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