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AEQTY

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,830VTV · SCHD $16,418

Lowest cost0.03%VTV · $3 on $10k

Most income2.92%SCHD · $292 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.1%EQTY and SCHD

Kovitz Core Equity ETF · $1.4BSchwab U.S. Dividend Equity ETF · $124B

+18.7%3 years · per year$16,726 · $17,374+20.2%

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

0.99%Expense ratio$99 · $6 on $10k · lower wins0.06%

0.02%12-mo yield$2 · $292 on $10k2.92%

Cards for this view

EQTY

Kovitz Core Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureEQTYSCHD

Fee0.99%0.06%

Cost on $10k a year$99$6

Yield0.02%2.92%

5 years, per year[…]+10.4%

3 years, per year+18.7%+20.2%

Worst drop · 1Y−11.9%−6.9%

Volatility · 1Y13.5%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	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
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.1%	+12.0%	+15.5%	+18.7%	new	−11.9%	$1.4B

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	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
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.1%	+12.0%	+15.5%	+18.7%	new	−11.9%	$1.4B