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AFREI

BSCHD

Measures won0–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · VIG $16,596

Lowest cost0.02%SPYM · $2 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common0.0%FREI and SCHD

Fidelity Real Estate Income ETF · $51MSchwab U.S. Dividend Equity ETF · $124B

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

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

0.76%Expense ratio$76 · $6 on $10k · lower wins0.06%

1.92%12-mo yield$192 · $293 on $10k2.93%

Cards for this view

FREI

Fidelity Real Estate Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureFREISCHD

Fee0.76%0.06%

Cost on $10k a year$76$6

Yield1.92%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.7%

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	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
4	AFREI	Fidelity Real Estate Income ETFRead Desk	0.76%	1.92%	−0.6%	new	new	new	new	[…]	$51M

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	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
4	AFREI	Fidelity Real Estate Income ETFRead Desk	0.76%	1.92%	−0.6%	new	new	new	new	[…]	$51M