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APEPS

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,051DGRO · SCHD $16,418

Lowest cost0.06%SCHD · $6 on $10k

Most income2.92%SCHD · $292 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common7.3%PEPS and SCHD

Parametric Equity Plus ETF · $29MSchwab U.S. Dividend Equity ETF · $124B

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

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

0.10%Expense ratio$10 · $6 on $10k · lower wins0.06%

0.98%12-mo yield$98 · $292 on $10k2.92%

Cards for this view

PEPS

Parametric Equity Plus

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasurePEPSSCHD

Fee0.10%0.06%

Cost on $10k a year$10$6

Yield0.98%2.92%

5 years, per year[…]+10.4%

3 years, per year[…]+20.2%

Worst drop · 1Y−9.8%−6.9%

Volatility · 1Y15.0%11.7%

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	+0.2%	+19.9%	+21.1%	+20.9%	+11.3%	−6.5%	$46.0B
2	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
3	APEPS	Parametric Equity Plus ETFRead Desk	0.10%	0.98%	−0.4%	+11.6%	+11.4%	new	new	−9.8%	$29M

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	+0.2%	+19.9%	+21.1%	+20.9%	+11.3%	−6.5%	$46.0B
2	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
3	APEPS	Parametric Equity Plus ETFRead Desk	0.10%	0.98%	−0.4%	+11.6%	+11.4%	new	new	−9.8%	$29M