SCHD vs SDFI

ASCHD

BSDFI

Measures won1–3SDFI wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · BND $9,911

Lowest cost0.03%BND · $3 on $10k

Most income4.58%SDFI · $458 on $10k

Smallest drop−1.6%SDFI · worst fall in 1Y

Held in common0.0%SCHD and SDFI

Schwab U.S. Dividend Equity ETF · $123BAlliance Bernstein - AB Short Duration Income ETF · $192M

+19.9%3 years · per year$17,234 · […][…]

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

0.06%Expense ratio$6 · $30 on $10k · lower wins0.30%

2.93%12-mo yield$293 · $458 on $10k4.58%

Cards for this view

SCHD

Schwab U.S. Dividend Equity

$16,418

SDFI

Alliance Bernstein - AB Short Duration Income

[…]

MeasureSCHDSDFI

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield2.93%4.58%

5 years, per year+10.4%[…]

3 years, per year+19.9%[…]

Worst drop · 1Y−6.9%−1.6%

Volatility · 1Y11.8%2.0%

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.7%	−0.2%	−4.5%	$161.4B
3	BSDFI	Alliance Bernstein - AB Short Duration Income ETFRead Desk	0.30%	4.58%	−0.1%	+1.1%	+1.9%	new	new	−1.6%	$192M

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.7%	−0.2%	−4.5%	$161.4B
3	BSDFI	Alliance Bernstein - AB Short Duration Income ETFRead Desk	0.30%	4.58%	−0.1%	+1.1%	+1.9%	new	new	−1.6%	$192M

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