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ASCHD

BSDMF

Measures won2–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · JEPI $14,545

Lowest cost0.06%SCHD · $6 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common[…]SCHD and SDMF

Schwab U.S. Dividend Equity ETF · $123BSimplify DBi CTA Managed Futures Index ETF · $50M

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

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

0.06%Expense ratio$6 · $21 on $10k · lower wins0.21%

2.93%12-mo yield$293 · $75 on $10k0.75%

Cards for this view

SCHD

Schwab U.S. Dividend Equity

$16,418

SDMF

Simplify DBi CTA Managed Futures Index

[…]

MeasureSCHDSDMF

Fee0.06%0.21%

Cost on $10k a year$6$21

Yield2.93%0.75%

5 years, per year+10.4%[…]

3 years, per year+19.9%[…]

Worst drop · 1Y−6.9%[…]

Volatility · 1Y11.8%[…]

#
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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	BSDMF	Simplify DBi CTA Managed Futures Index ETFRead Desk	0.21%	0.75%	+0.8%	new	new	new	new	[…]	$50M

#
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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	BSDMF	Simplify DBi CTA Managed Futures Index ETFRead Desk	0.21%	0.75%	+0.8%	new	new	new	new	[…]	$50M