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ASCHD

BDVAL

Measures won2–3DVAL wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · IEFA $14,685

Lowest cost0.06%SCHD · $6 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]SCHD and DVAL

Schwab U.S. Dividend Equity ETF · $124BBrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M

+20.2%3 years · per year$17,374 · $15,457+15.6%

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

0.06%Expense ratio$6 · $49 on $10k · lower wins0.49%

2.92%12-mo yield$292 · $515 on $10k

Cards for this view

SCHD

Schwab U.S. Dividend Equity

$16,418

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

MeasureSCHDDVAL

Fee0.06%0.49%

Cost on $10k a year$6$49

Yield2.92%5.15%

5 years, per year+10.4%[…]

3 years, per year+20.2%+15.6%

Worst drop · 1Y−6.9%−6.2%

Volatility · 1Y11.7%

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1	ASCHD	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
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.39%	+0.1%	+10.1%	+11.7%	+18.6%	+8.0%	−11.5%	$191.1B
3	BDVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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1	ASCHD	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
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.39%	+0.1%	+10.1%	+11.7%	+18.6%	+8.0%	−11.5%	$191.1B
3	BDVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M