CPTL vs SCHD

ACPTL

BSCHD

Measures won0–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,051DGRO · SCHD $16,429

Lowest cost0.06%SCHD · $6 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common10.6%CPTL and SCHD

Global X Morningstar Capital Allocation Leaders ETF · $113MSchwab U.S. Dividend Equity ETF · $124B

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

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

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

2.30%12-mo yield$230 · $293 on $10k2.93%

Cards for this view

CPTL

Global X Morningstar Capital Allocation Leaders

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureCPTLSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield2.30%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.7%

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	−0.2%	+19.6%	+21.4%	+20.7%	+11.3%	−6.5%	$45.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
3	ACPTL	Global X Morningstar Capital Allocation Leaders ETFRead Desk	0.35%	2.30%	+0.1%	new	new	new	new	[…]	$113M

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	−0.2%	+19.6%	+21.4%	+20.7%	+11.3%	−6.5%	$45.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
3	ACPTL	Global X Morningstar Capital Allocation Leaders ETFRead Desk	0.35%	2.30%	+0.1%	new	new	new	new	[…]	$113M

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