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ALVDS

BSCHD

Measures won3–1LVDS wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · IWF $15,505

Lowest cost0.06%SCHD · $6 on $10k

Most income6.75%LVDS · $675 on $10k

Smallest drop−6.6%LVDS · worst fall in 1Y

Held in common8.7%LVDS and SCHD

JPMorgan Fundamental Data Science Large Value ETF · $122MSchwab U.S. Dividend Equity ETF · $124B

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

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

0.63%Expense ratio$63 · $6 on $10k · lower wins0.06%

6.75%12-mo yield$675 · $292 on $10k2.92%

Cards for this view

LVDS

JPMorgan Fundamental Data Science Large Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureLVDSSCHD

Fee0.63%0.06%

Cost on $10k a year$63$6

Yield6.75%2.92%

5 years, per year[…]+10.4%

3 years, per year[…]+20.2%

Worst drop · 1Y−6.6%−6.9%

Volatility · 1Y11.0%

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1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
3	ALVDS	JPMorgan Fundamental Data Science Large Value ETFRead Desk	0.63%	6.75%	+0.1%	+25.7%	+27.4%	new	new	−6.6%	$122M

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1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
3	ALVDS	JPMorgan Fundamental Data Science Large Value ETFRead Desk	0.63%	6.75%	+0.1%	+25.7%	+27.4%	new	new	−6.6%	$122M