CSM vs SCHD

ACSM

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,017CSM · SCHD $16,428

Lowest cost0.03%VO · $3 on $10k

Most income2.94%SCHD · $294 on $10k

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

Held in common7.3%CSM and SCHD

ProShares - Large Cap Core Plus · $508MSchwab U.S. Dividend Equity ETF · $122B

+21.6%3 years · per year$17,962 · $17,062+19.5%

+11.2%5 years · per year$17,017 · $16,428+10.4%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

1.06%12-mo yield$106 · $294 on $10k

Cards for this view

CSM

ProShares - Large Cap Core Plus

$17,017

SCHD

Schwab U.S. Dividend Equity

$16,428

#
1	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.06%	−0.3%	+8.8%	+12.5%	+21.6%	+11.2%	−9.4%	$508M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B

#
1	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.06%	−0.3%	+8.8%	+12.5%	+21.6%	+11.2%	−9.4%	$508M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B

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