Loading…

Getting the latest data.

ADFVE

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · IJH $13,674

Lowest cost0.05%IJH · $5 on $10k

Most income2.92%SCHD · $292 on $10k

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

Held in common[…]DFVE and SCHD

DoubleLine Fortune 500 Equal Weight ETF · $49MSchwab U.S. Dividend Equity ETF · $124B

[…]3 years · per year[…] · $17,374+20.2%

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

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

1.32%12-mo yield$132 · $292 on $10k2.92%

Cards for this view

DFVE

DoubleLine Fortune 500 Equal Weight

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureDFVESCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield1.32%2.92%

5 years, per year[…]+10.4%

3 years, per year[…]+20.2%

Worst drop · 1Y−7.8%−6.9%

Volatility · 1Y12.8%11.7%

#
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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+12.7%	+14.0%	+16.4%	+6.5%	−8.8%	$123.7B
3	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk	0.20%	1.32%	+0.2%	+16.9%	+18.8%	new	new	−7.8%	$49M

#
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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+12.7%	+14.0%	+16.4%	+6.5%	−8.8%	$123.7B
3	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk	0.20%	1.32%	+0.2%	+16.9%	+18.8%	new	new	−7.8%	$49M