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ADVAL

BSCHD

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · VEA $15,337

Lowest cost0.03%VEA · $3 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]DVAL and SCHD

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60MSchwab U.S. Dividend Equity ETF · $124B

+15.6%3 years · per year$15,457 · $17,257+19.9%

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

0.49%Expense ratio$49 · $6 on $10k · lower wins0.06%

5.15%12-mo yield$515 · $293 on $10k

Cards for this view

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureDVALSCHD

Fee0.49%0.06%

Cost on $10k a year$49$6

Yield5.15%2.93%

5 years, per year[…]+10.4%

3 years, per year+15.6%+19.9%

Worst drop · 1Y−6.2%−6.9%

Volatility · 1Y10.4%

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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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	−0.7%	+12.2%	+15.5%	+20.2%	+8.9%	−11.6%	$231.6B
3	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.41%	−1.4%	+11.7%	+11.5%	+18.8%	+6.6%	−17.8%	$146.6B
4	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	−0.7%	+12.2%	+15.5%	+20.2%	+8.9%	−11.6%	$231.6B
3	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.41%	−1.4%	+11.7%	+11.5%	+18.8%	+6.6%	−17.8%	$146.6B
4	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M