CLOX vs SCHD

ACLOX

BSCHD

Measures won3–2CLOX wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · BND $9,911

Lowest cost0.03%BND · $3 on $10k

Most income4.73%CLOX · $473 on $10k

Smallest drop−0.7%CLOX · worst fall in 1Y

Held in common[…]CLOX and SCHD

Eldridge AAA CLO ETF · $375MSchwab U.S. Dividend Equity ETF · $123B

+6.0%3 years · per year$11,905 · $17,234+19.9%

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

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

4.73%12-mo yield$473 · $293 on $10k

Cards for this view

CLOX

Eldridge AAA CLO

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureCLOXSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield4.73%2.93%

5 years, per year[…]+10.4%

3 years, per year+6.0%+19.9%

Worst drop · 1Y−0.7%−6.9%

Volatility · 1Y1.3%

#
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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.7%	−0.2%	−4.5%	$161.4B
3	ACLOX	Eldridge AAA CLO ETFRead Desk	0.20%	4.73%	0.0%	+3.8%	+4.6%	+6.0%	new	−0.7%	$375M

#
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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.7%	−0.2%	−4.5%	$161.4B
3	ACLOX	Eldridge AAA CLO ETFRead Desk	0.20%	4.73%	0.0%	+3.8%	+4.6%	+6.0%	new	−0.7%	$375M

Loading…