IROC vs SCHD

AIROC

BSCHD

Measures won3–2IROC wins · of 6 · 5Y

$10,000 · 5Y$16,583VIG · SCHD $16,428

Lowest cost0.04%VIG · $4 on $10k

Most income5.19%IROC · $519 on $10k

Smallest drop−6.2%IROC · worst fall in 1Y

Held in common[…]IROC and SCHD

Invesco Rochester High Yield Municipal ETF · $211MSchwab U.S. Dividend Equity ETF · $123B

+5.5%3 years · per year$11,733 · $17,062+19.5%

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

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

5.19%12-mo yield$519 · $294 on $10k

Cards for this view

IROC

Invesco Rochester High Yield Municipal

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasureIROCSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield5.19%2.94%

5 years, per year[…]+10.4%

3 years, per year+5.5%+19.5%

Worst drop · 1Y−6.2%−6.9%

Volatility · 1Y4.1%

#
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	AIROC	Invesco Rochester High Yield Municipal ETFRead Desk	0.40%	5.19%	−0.4%	+1.8%	+2.4%	+5.5%	new	−6.2%	$211M

#
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	AIROC	Invesco Rochester High Yield Municipal ETFRead Desk	0.40%	5.19%	−0.4%	+1.8%	+2.4%	+5.5%	new	−6.2%	$211M

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