HOLD vs SCHD

AHOLD

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,387VYM · SCHD $16,429

Lowest cost0.04%VYM · $4 on $10k

Most income7.09%HOLD · $709 on $10k

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

Held in common0.0%HOLD and SCHD

Harbor Alpha Layering ETF (HOLD) · $5MSchwab U.S. Dividend Equity ETF · $124B

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

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

0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%

7.09%12-mo yield$709 · $293 on $10k2.93%

Cards for this view

HOLD

Harbor Alpha Layering ETF (HOLD)

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureHOLDSCHD

Fee0.70%0.06%

Cost on $10k a year$70$6

Yield7.09%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−13.5%−6.9%

Volatility · 1Y16.1%11.7%

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
2	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
3	AHOLD	Harbor Alpha Layering ETF (HOLD)Read Desk	0.70%	7.09%	+1.6%	+3.3%	+2.2%	new	new	−13.5%	$5M

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
2	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
3	AHOLD	Harbor Alpha Layering ETF (HOLD)Read Desk	0.70%	7.09%	+1.6%	+3.3%	+2.2%	new	new	−13.5%	$5M

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