RAA vs SCHD

ARAA

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,596VIG · SCHD $16,429

Lowest cost0.04%VIG · $4 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−5.9%RAA · worst fall in 1Y

Held in common3.2%RAA and SCHD

SMI 3Fourteen REAL Asset Allocation ETF · $605MSchwab U.S. Dividend Equity ETF · $124B

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

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

0.85%Expense ratio$85 · $6 on $10k · lower wins0.06%

2.11%12-mo yield$211 · $293 on $10k2.93%

Cards for this view

RAA

SMI 3Fourteen REAL Asset Allocation

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureRAASCHD

Fee0.85%0.06%

Cost on $10k a year$85$6

Yield2.11%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−5.9%−6.9%

Volatility · 1Y10.9%

#
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	ARAA	SMI 3Fourteen REAL Asset Allocation ETFRead Desk	0.85%	2.11%	−0.4%	+8.7%	+9.0%	new	new	−5.9%	$605M

#
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	ARAA	SMI 3Fourteen REAL Asset Allocation ETFRead Desk	0.85%	2.11%	−0.4%	+8.7%	+9.0%	new	new	−5.9%	$605M

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