DSPY vs SCHD

ADSPY

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,337SPY · SCHD $16,429

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 common11.0%DSPY and SCHD

Tema S&P 500 Historical Weight ETF Strategy · $1.0BSchwab U.S. Dividend Equity ETF · $123B

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

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

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

0.93%12-mo yield$93 · $293 on $10k2.93%

Cards for this view

DSPY

Tema S&P 500 Historical Weight ETF Strategy

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureDSPYSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield0.93%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−7.5%−6.9%

Volatility · 1Y12.9%11.7%

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
3	ADSPY	Tema S&P 500 Historical Weight ETF StrategyRead Desk	0.18%	0.93%	−0.5%	+14.5%	+15.1%	new	new	−7.5%	$1.0B

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
3	ADSPY	Tema S&P 500 Historical Weight ETF StrategyRead Desk	0.18%	0.93%	−0.5%	+14.5%	+15.1%	new	new	−7.5%	$1.0B

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