HWIV vs SCHD

AHWIV

BSCHD

Measures won0–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · VEA $15,337

Lowest cost0.03%VEA · $3 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common0.0%HWIV and SCHD

Hotchkis & Wiley International Value Fund · $2MSchwab U.S. Dividend Equity ETF · $123B

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

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

4.22%Expense ratio$422 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $293 on $10k2.93%

Cards for this view

HWIV

Hotchkis & Wiley International Value Fund

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureHWIVSCHD

Fee4.22%0.06%

Cost on $10k a year$422$6

Yield0.00%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.7%

#
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%	$122.7B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	−0.7%	+12.2%	+15.5%	+20.2%	+8.9%	−11.6%	$231.6B
3	AHWIV	Hotchkis & Wiley International Value FundRead Desk	4.22%	0.00%	−0.3%	new	new	new	new	[…]	$2M

#
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%	$122.7B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	−0.7%	+12.2%	+15.5%	+20.2%	+8.9%	−11.6%	$231.6B
3	AHWIV	Hotchkis & Wiley International Value FundRead Desk	4.22%	0.00%	−0.3%	new	new	new	new	[…]	$2M

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