Loading…

Getting the latest data.

ASCAP

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SCHD $16,429

Lowest cost0.03%IVV · $3 on $10k

Most income8.40%SCAP · $840 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common2.5%SCAP and SCHD

Infrastructure Capital Small Cap Income ETF · $18MSchwab U.S. Dividend Equity ETF · $124B

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

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

2.20%Expense ratio$220 · $6 on $10k · lower wins0.06%

8.40%12-mo yield$840 · $293 on $10k2.93%

Cards for this view

SCAP

Infrastructure Capital Small Cap Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureSCAPSCHD

Fee2.20%0.06%

Cost on $10k a year$220$6

Yield8.40%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−13.9%−6.9%

Volatility · 1Y18.1%11.7%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
4	ASCAP	Infrastructure Capital Small Cap Income ETFRead Desk	2.20%	8.40%	−1.6%	+3.0%	+4.6%	new	new	−13.9%	$18M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
4	ASCAP	Infrastructure Capital Small Cap Income ETFRead Desk	2.20%	8.40%	−1.6%	+3.0%	+4.6%	new	new	−13.9%	$18M