FBDC vs SCHD

AFBDC

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,533VOO · SCHD $16,418

Lowest cost0.03%VOO · $3 on $10k

Most income11.70%FBDC · $1,170 on $10k

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

Held in common0.0%FBDC and SCHD

FT Confluence BDC & Specialty Finance Income ETF · $39MSchwab U.S. Dividend Equity ETF · $123B

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

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

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

11.70%12-mo yield$1,170 · $293 on $10k2.93%

Cards for this view

FBDC

FT Confluence BDC & Specialty Finance Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureFBDCSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield11.70%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−15.6%−6.9%

Volatility · 1Y18.5%11.8%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
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	AFBDC	FT Confluence BDC & Specialty Finance Income ETFRead Desk	0.95%	11.70%	−0.4%	−3.6%	−0.6%	new	new	−15.6%	$39M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
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	AFBDC	FT Confluence BDC & Specialty Finance Income ETFRead Desk	0.95%	11.70%	−0.4%	−3.6%	−0.6%	new	new	−15.6%	$39M

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