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AQVMT

BSCHD

Measures won0–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,265IVV · SCHD $16,418

Lowest cost0.03%IVV · $3 on $10k

Most income2.92%SCHD · $292 on $10k

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

Held in common8.8%QVMT and SCHD

Invesco S&P 500 Concentrated QVM ETF · $118MSchwab U.S. Dividend Equity ETF · $124B

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

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

0.13%Expense ratio$13 · $6 on $10k · lower wins0.06%

1.77%12-mo yield$177 · $292 on $10k2.92%

Cards for this view

QVMT

Invesco S&P 500 Concentrated QVM

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureQVMTSCHD

Fee0.13%0.06%

Cost on $10k a year$13$6

Yield1.77%2.92%

5 years, per year[…]+10.4%

3 years, per year[…]+20.2%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.7%

#
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	BSCHD	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	AQVMT	Invesco S&P 500 Concentrated QVM ETFRead Desk	0.13%	1.77%	−0.6%	new	new	new	new	[…]	$118M

#
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	BSCHD	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	AQVMT	Invesco S&P 500 Concentrated QVM ETFRead Desk	0.13%	1.77%	−0.6%	new	new	new	new	[…]	$118M