MUNX vs SCHD

AMUNX

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · SGOV $12,095

Lowest cost0.06%SCHD · $6 on $10k

Most income3.63%SGOV · $363 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common[…]MUNX and SCHD

AMG GW&K Muni Income ETF · $19MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,257+19.9%

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

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

3.63%12-mo yield$363 · $293 on $10k2.93%

Cards for this view

MUNX

AMG GW&K Muni Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureMUNXSCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield3.63%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−7.1%−6.9%

Volatility · 1Y4.5%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	AMUNX	AMG GW&K Muni Income ETFRead Desk	0.29%	3.63%	−0.8%	0.0%	0.0%	new	new	−7.1%	$19M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	AMUNX	AMG GW&K Muni Income ETFRead Desk	0.29%	3.63%	−0.8%	0.0%	0.0%	new	new	−7.1%	$19M

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