FSTB vs SCHD

AFSTB

BSCHD

Measures won0–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · JEPI $14,429

Lowest cost0.06%SCHD · $6 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common[…]FSTB and SCHD

Fidelity Short-Term Bond ETF · $239MSchwab U.S. Dividend Equity ETF · $122B

[…]3 years · per year[…] · $17,062+19.5%

[…]5 years · per year[…] · $16,428+10.4%

0.21%Expense ratio$21 · $6 on $10k · lower wins0.06%

1.46%12-mo yield$146 · $294 on $10k2.94%

Cards for this view

FSTB

Fidelity Short-Term Bond

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasureFSTBSCHD

Fee0.21%0.06%

Cost on $10k a year$21$6

Yield1.46%2.94%

5 years, per year[…]+10.4%

3 years, per year[…]+19.5%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.8%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	AFSTB	Fidelity Short-Term Bond ETFRead Desk	0.21%	1.46%	−0.3%	new	new	new	new	[…]	$239M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	AFSTB	Fidelity Short-Term Bond ETFRead Desk	0.21%	1.46%	−0.3%	new	new	new	new	[…]	$239M

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