FPAS vs SCHD

AFPAS

BSCHD

Measures won3–1FPAS wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · VCIT $10,322

Lowest cost0.03%VCIT · $3 on $10k

Most income5.09%VCIT · $509 on $10k

Smallest drop−4.6%FPAS · worst fall in 1Y

Held in common[…]FPAS and SCHD

FPA Short Duration Government ETF · $17MSchwab U.S. Dividend Equity ETF · $124B

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

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

8.90%Expense ratio$890 · $6 on $10k · lower wins0.06%

4.70%12-mo yield$470 · $293 on $10k2.93%

Cards for this view

FPAS

FPA Short Duration Government

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureFPASSCHD

Fee8.90%0.06%

Cost on $10k a year$890$6

Yield4.70%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−4.6%−6.9%

Volatility · 1Y3.8%

#
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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.09%	−0.7%	−2.0%	−1.6%	+5.9%	+0.6%	−4.9%	$66.6B
3	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.70%	−0.5%	−2.0%	−1.5%	new	new	−4.6%	$17M

#
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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.09%	−0.7%	−2.0%	−1.6%	+5.9%	+0.6%	−4.9%	$66.6B
3	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.70%	−0.5%	−2.0%	−1.5%	new	new	−4.6%	$17M

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