SCHD vs FDLS

ASCHD

BFDLS

Measures won5–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · SCHD $16,429

Lowest cost0.03%VTV · $3 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common2.4%SCHD and FDLS

Schwab U.S. Dividend Equity ETF · $124BInspire Fidelis Multi Factor ETF · $255M

+19.9%3 years · per year$17,257 · $17,167+19.7%

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

0.06%Expense ratio$6 · $66 on $10k · lower wins0.66%

2.93%12-mo yield$293 · $87 on $10k

Cards for this view

SCHD

Schwab U.S. Dividend Equity

$16,429

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureSCHDFDLS

Fee0.06%0.66%

Cost on $10k a year$6$66

Yield2.93%0.87%

5 years, per year+10.4%[…]

3 years, per year+19.9%+19.7%

Worst drop · 1Y−6.9%−10.8%

Volatility · 1Y11.7%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	ASCHD	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	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	−0.9%	+14.6%	+16.7%	+19.7%	new	−10.8%	$255M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	ASCHD	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	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	−0.9%	+14.6%	+16.7%	+19.7%	new	−10.8%	$255M

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