ICLO vs SCHD

AICLO

BSCHD

Measures won3–2ICLO wins · of 6 · 5Y

$10,000 · 5Y$16,583VIG · SCHD $16,428

Lowest cost0.04%VIG · $4 on $10k

Most income4.75%ICLO · $475 on $10k

Smallest drop−0.3%ICLO · worst fall in 1Y

Held in common[…]ICLO and SCHD

Invesco AAA CLO Floating Rate Note ETF · $614MSchwab U.S. Dividend Equity ETF · $123B

+6.1%3 years · per year$11,958 · $17,062+19.5%

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

0.19%Expense ratio$19 · $6 on $10k · lower wins0.06%

4.75%12-mo yield$475 · $294 on $10k

Cards for this view

ICLO

Invesco AAA CLO Floating Rate Note

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasureICLOSCHD

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield4.75%2.94%

5 years, per year[…]+10.4%

3 years, per year+6.1%+19.5%

Worst drop · 1Y−0.3%−6.9%

Volatility · 1Y1.1%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
3	AICLO	Invesco AAA CLO Floating Rate Note ETFRead Desk	0.19%	4.75%	0.0%	+4.1%	+4.7%	+6.1%	new	−0.3%	$614M

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
3	AICLO	Invesco AAA CLO Floating Rate Note ETFRead Desk	0.19%	4.75%	0.0%	+4.1%	+4.7%	+6.1%	new	−0.3%	$614M

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