SCHD vs MPIM

ASCHD

BMPIM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,265IVV · SCHD $16,418

Lowest cost0.03%IVV · $3 on $10k

Most income3.46%MPIM · $346 on $10k

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

Held in common[…]SCHD and MPIM

Schwab U.S. Dividend Equity ETF · $124Bm+ Income Momentum Autocall ETF · $34M

+20.2%3 years · per year$17,374 · […][…]

+10.4%5 years · per year$16,418 · […][…]

0.06%Expense ratio$6 · $70 on $10k · lower wins0.70%

2.92%12-mo yield$292 · $346 on $10k3.46%

Cards for this view

SCHD

Schwab U.S. Dividend Equity

$16,418

MPIM

m+ Income Momentum Autocall

[…]

MeasureSCHDMPIM

Fee0.06%0.70%

Cost on $10k a year$6$70

Yield2.92%3.46%

5 years, per year+10.4%[…]

3 years, per year+20.2%[…]

Worst drop · 1Y−6.9%[…]

Volatility · 1Y11.7%[…]

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$879.1B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
3	BMPIM	m+ Income Momentum Autocall ETFRead Desk	0.70%	3.46%	−0.8%	new	new	new	new	[…]	$34M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$879.1B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
3	BMPIM	m+ Income Momentum Autocall ETFRead Desk	0.70%	3.46%	−0.8%	new	new	new	new	[…]	$34M

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