IDEF vs SCHD

AIDEF

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$28,061SOXX · SCHD $16,428

Lowest cost0.06%SCHD · $6 on $10k

Most income2.94%SCHD · $294 on $10k

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

Held in common2.8%IDEF and SCHD

iShares Defense Industrials Act · $3.6BSchwab U.S. Dividend Equity ETF · $122B

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

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

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

0.35%12-mo yield$35 · $294 on $10k2.94%

Cards for this view

IDEF

iShares Defense Industrials Act

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasureIDEFSCHD

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield0.35%2.94%

5 years, per year[…]+10.4%

3 years, per year[…]+19.5%

Worst drop · 1Y−23.7%−6.9%

Volatility · 1Y24.5%11.8%

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−0.1%	+46.3%	+49.9%	+41.3%	+22.9%	−39.5%	$37.5B
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%	$121.7B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.8%	−2.7%	−2.8%	new	new	−23.7%	$3.6B

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−0.1%	+46.3%	+49.9%	+41.3%	+22.9%	−39.5%	$37.5B
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%	$121.7B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.8%	−2.7%	−2.8%	new	new	−23.7%	$3.6B

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