SDVD vs SCHD

ASDVD

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · SCHD $16,418

Lowest cost0.06%SCHD · $6 on $10k

Most income8.95%SDVD · $895 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common4.5%SDVD and SCHD

FT Vest SMID Rising Dividend Achievers Target Income ETF · $913MSchwab U.S. Dividend Equity ETF · $123B

+17.2%3 years · per year$16,106 · $17,234+19.9%

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

0.85%Expense ratio$85 · $6 on $10k · lower wins0.06%

8.95%12-mo yield$895 · $293 on $10k

Cards for this view

SDVD

FT Vest SMID Rising Dividend Achievers Target Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureSDVDSCHD

Fee0.85%0.06%

Cost on $10k a year$85$6

Yield8.95%2.93%

5 years, per year[…]+10.4%

3 years, per year+17.2%+19.9%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y14.5%

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	BSCHD	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
3	ASDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk	0.85%	8.95%	+0.2%	+14.3%	+15.9%	+17.2%	new	−8.9%	$913M

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	BSCHD	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
3	ASDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk	0.85%	8.95%	+0.2%	+14.3%	+15.9%	+17.2%	new	−8.9%	$913M

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