IQSM vs SCHD

AIQSM

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common2.0%IQSM and SCHD

NYLI Candriam U.S. Mid Cap Equity ETF · $439MSchwab U.S. Dividend Equity ETF · $124B

+16.5%3 years · per year$15,806 · $17,257+19.9%

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

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

1.04%12-mo yield$104 · $293 on $10k

Cards for this view

IQSM

NYLI Candriam U.S. Mid Cap Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureIQSMSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.04%2.93%

5 years, per year[…]+10.4%

3 years, per year+16.5%+19.9%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y15.3%

#
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%	$123.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	AIQSM	NYLI Candriam U.S. Mid Cap Equity ETFRead Desk	0.15%	1.04%	−1.2%	+15.0%	+17.0%	+16.5%	new	−8.9%	$439M

#
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%	$123.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	AIQSM	NYLI Candriam U.S. Mid Cap Equity ETFRead Desk	0.15%	1.04%	−1.2%	+15.0%	+17.0%	+16.5%	new	−8.9%	$439M

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