CSHP vs SCHD

ACSHP

BSCHD

Measures won3–1CSHP wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · JEPI $14,545

Lowest cost0.06%SCHD · $6 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common3.0%CSHP and SCHD

iShares Dynamic Short-Term Active ETF · $379MSchwab U.S. Dividend Equity ETF · $123B

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

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

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

3.96%12-mo yield$396 · $293 on $10k2.93%

Cards for this view

CSHP

iShares Dynamic Short-Term Active

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureCSHPSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield3.96%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−0.7%−6.9%

Volatility · 1Y1.9%

#
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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	ACSHP	iShares Dynamic Short-Term Active ETFRead Desk	0.20%	3.96%	0.0%	+3.3%	+3.9%	new	new	−0.7%	$379M

#
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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	ACSHP	iShares Dynamic Short-Term Active ETFRead Desk	0.20%	3.96%	0.0%	+3.3%	+3.9%	new	new	−0.7%	$379M

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