IMCV vs SCHD

AIMCV

BSCHD

Measures won3–1IMCV wins · of 6 · 5Y

$10,000 · 5Y$17,892VTV · IMCV $16,625

Lowest cost0.03%VTV · $3 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common12.8%IMCV and SCHD

iShares Morningstar Mid-Cap Value ETF · $1.3BSchwab U.S. Dividend Equity ETF · $123B

+21.1%3 years · per year$17,747 · $17,234+19.9%

+10.7%5 years · per year$16,625 · $16,418+10.4%

0.06%Expense ratio$6 · $6 on $10k · lower wins0.06%

1.82%12-mo yield$182 · $293 on $10k

Cards for this view

IMCV

iShares Morningstar Mid-Cap Value

$16,625

SCHD

Schwab U.S. Dividend Equity

$16,418

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	AIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk	0.06%	1.82%	+0.6%	+23.4%	+27.1%	+21.1%	+10.7%	−6.9%	$1.3B
3	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

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	AIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk	0.06%	1.82%	+0.6%	+23.4%	+27.1%	+21.1%	+10.7%	−6.9%	$1.3B
3	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

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