FWD vs SCHD

AFWD

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · JEPI $14,545

Lowest cost0.06%SCHD · $6 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common3.7%FWD and SCHD

Alliance Bernstein - AB Disruptors ETF · $3.1BSchwab U.S. Dividend Equity ETF · $123B

+31.2%3 years · per year$22,581 · $17,234+19.9%

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

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

0.10%12-mo yield$10 · $293 on $10k2.93%

Cards for this view

FWD

Alliance Bernstein - AB Disruptors

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureFWDSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield0.10%2.93%

5 years, per year[…]+10.4%

3 years, per year+31.2%+19.9%

Worst drop · 1Y−27.3%−6.9%

Volatility · 1Y31.3%

#
1	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
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
3	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk	0.65%	0.10%	+2.7%	+12.9%	+9.4%	+31.2%	new	−27.3%	$3.1B

#
1	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
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
3	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk	0.65%	0.10%	+2.7%	+12.9%	+9.4%	+31.2%	new	−27.3%	$3.1B

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