DIVE vs SCHD

ADIVE

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · JEPI $14,510

Lowest cost0.06%SCHD · $6 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common7.7%DIVE and SCHD

Dana Concentrated Dividend ETF · $51MSchwab U.S. Dividend Equity ETF · $124B

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

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

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

1.26%12-mo yield$126 · $293 on $10k2.93%

Cards for this view

DIVE

Dana Concentrated Dividend

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureDIVESCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield1.26%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−11.5%−6.9%

Volatility · 1Y12.8%11.7%

#
1	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
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
3	ADIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.26%	−1.1%	+11.9%	+16.1%	new	new	−11.5%	$51M

#
1	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
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
3	ADIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.26%	−1.1%	+11.9%	+16.1%	new	new	−11.5%	$51M

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