FMCX vs SCHD

AFMCX

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · IWF $15,697

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 common0.0%FMCX and SCHD

FM Focus Equity ETF · $118MSchwab U.S. Dividend Equity ETF · $123B

+16.2%3 years · per year$15,675 · $17,257+19.9%

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

0.72%Expense ratio$72 · $6 on $10k · lower wins0.06%

0.29%12-mo yield$29 · $293 on $10k2.93%

Cards for this view

FMCX

FM Focus Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureFMCXSCHD

Fee0.72%0.06%

Cost on $10k a year$72$6

Yield0.29%2.93%

5 years, per year[…]+10.4%

3 years, per year+16.2%+19.9%

Worst drop · 1Y−12.6%−6.9%

Volatility · 1Y15.4%

#
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%	$122.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$119.2B
3	AFMCX	FM Focus Equity ETFRead Desk	0.72%	0.29%	−0.7%	+6.3%	+6.3%	+16.2%	new	−12.6%	$118M

#
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%	$122.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$119.2B
3	AFMCX	FM Focus Equity ETFRead Desk	0.72%	0.29%	−0.7%	+6.3%	+6.3%	+16.2%	new	−12.6%	$118M

Loading…