ITDG vs SCHD

AITDG

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,596VIG · SCHD $16,429

Lowest cost0.04%VIG · $4 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common4.6%ITDG and SCHD

iShares LifePath Target Date 2055 ETF · $71MSchwab U.S. Dividend Equity ETF · $124B

+20.3%3 years · per year$17,421 · $17,257+19.9%

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

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

1.44%12-mo yield$144 · $293 on $10k

Cards for this view

ITDG

iShares LifePath Target Date 2055

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureITDGSCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield1.44%2.93%

5 years, per year[…]+10.4%

3 years, per year+20.3%+19.9%

Worst drop · 1Y−9.5%−6.9%

Volatility · 1Y14.5%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	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
3	AITDG	iShares LifePath Target Date 2055 ETFRead Desk	0.12%	1.44%	−0.6%	+11.4%	+12.3%	+20.3%	new	−9.5%	$71M

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	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
3	AITDG	iShares LifePath Target Date 2055 ETFRead Desk	0.12%	1.44%	−0.6%	+11.4%	+12.3%	+20.3%	new	−9.5%	$71M

Loading…