DIVE vs SCHD

ADIVE

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · SCHD $16,418

Lowest cost0.06%SCHD · $6 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common7.8%DIVE and SCHD

Dana Concentrated Dividend ETF · $51MSchwab U.S. Dividend Equity ETF · $123B

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

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

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

1.24%12-mo yield$124 · $293 on $10k2.93%

Cards for this view

DIVE

Dana Concentrated Dividend

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureDIVESCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield1.24%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−11.5%−6.9%

Volatility · 1Y12.8%11.8%

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	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
3	ADIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.24%	+0.3%	+13.2%	+18.7%	new	new	−11.5%	$51M

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	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
3	ADIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.24%	+0.3%	+13.2%	+18.7%	new	new	−11.5%	$51M

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