Loading…

Getting the latest data.

ADFIP

BSCHD

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · MUB $10,241

Lowest cost0.03%AGG · $3 on $10k

Most income5.39%DFIP · $539 on $10k

Smallest drop−4.3%DFIP · worst fall in 1Y

Held in common[…]DFIP and SCHD

Dimensional - Inflation-Protected Securities ETF · $1.1BSchwab U.S. Dividend Equity ETF · $124B

+3.6%3 years · per year$11,131 · $17,374+20.2%

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

0.11%Expense ratio$11 · $6 on $10k · lower wins0.06%

5.39%12-mo yield$539 · $292 on $10k

Cards for this view

DFIP

Dimensional - Inflation-Protected Securities

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureDFIPSCHD

Fee0.11%0.06%

Cost on $10k a year$11$6

Yield5.39%2.92%

5 years, per year[…]+10.4%

3 years, per year+3.6%+20.2%

Worst drop · 1Y−4.3%−6.9%

Volatility · 1Y3.7%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.31%	−0.4%	−0.7%	−0.4%	+3.1%	+0.5%	−6.3%	$54.2B
3	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.19%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.6%	$137.0B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.1%	−1.6%	−2.1%	+3.6%	new	−4.3%	$1.1B

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.31%	−0.4%	−0.7%	−0.4%	+3.1%	+0.5%	−6.3%	$54.2B
3	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.19%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.6%	$137.0B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.1%	−1.6%	−2.1%	+3.6%	new	−4.3%	$1.1B