INVG vs SCHD

AINVG

BSCHD

Measures won3–1INVG wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · BND $9,898

Lowest cost0.03%BND · $3 on $10k

Most income5.03%INVG · $503 on $10k

Smallest drop−4.5%INVG · worst fall in 1Y

Held in common[…]INVG and SCHD

GMO Systematic Investment Grade Credit ETF · $30MSchwab U.S. Dividend Equity ETF · $122B

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

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

0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%

5.03%12-mo yield$503 · $294 on $10k2.94%

Cards for this view

INVG

GMO Systematic Investment Grade Credit

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasureINVGSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield5.03%2.94%

5 years, per year[…]+10.4%

3 years, per year[…]+19.5%

Worst drop · 1Y−4.5%−6.9%

Volatility · 1Y4.8%

#
1	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
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	−0.7%	−0.7%	−0.4%	+4.6%	−0.2%	−4.5%	$161.4B
3	AINVG	GMO Systematic Investment Grade Credit ETFRead Desk	0.25%	5.03%	−0.6%	−0.7%	−0.1%	new	new	−4.5%	$30M

#
1	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
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	−0.7%	−0.7%	−0.4%	+4.6%	−0.2%	−4.5%	$161.4B
3	AINVG	GMO Systematic Investment Grade Credit ETFRead Desk	0.25%	5.03%	−0.6%	−0.7%	−0.1%	new	new	−4.5%	$30M

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