MAGG vs SCHD

AMAGG

BSCHD

Measures won3–2MAGG wins · of 6 · 5Y

$10,000 · 5Y$16,596VIG · SCHD $16,429

Lowest cost0.04%VIG · $4 on $10k

Most income4.96%MAGG · $496 on $10k

Smallest drop−5.1%MAGG · worst fall in 1Y

Held in common0.0%MAGG and SCHD

Madison Aggregate Bond ETF · $62MSchwab U.S. Dividend Equity ETF · $124B

+4.4%3 years · per year$11,381 · $17,257+19.9%

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

0.36%Expense ratio$36 · $6 on $10k · lower wins0.06%

4.96%12-mo yield$496 · $293 on $10k

Cards for this view

MAGG

Madison Aggregate Bond

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureMAGGSCHD

Fee0.36%0.06%

Cost on $10k a year$36$6

Yield4.96%2.93%

5 years, per year[…]+10.4%

3 years, per year+4.4%+19.9%

Worst drop · 1Y−5.1%−6.9%

Volatility · 1Y4.0%

#
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	AMAGG	Madison Aggregate Bond ETFRead Desk	0.36%	4.96%	−0.6%	−1.5%	−0.9%	+4.4%	new	−5.1%	$62M

#
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	AMAGG	Madison Aggregate Bond ETFRead Desk	0.36%	4.96%	−0.6%	−1.5%	−0.9%	+4.4%	new	−5.1%	$62M

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