SMLF vs SCHD

ASMLF

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,892VTV · SCHD $16,418

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 common2.6%SMLF and SCHD

iShares U.S. Small-Cap Equity Factor ETF · $4.3BSchwab U.S. Dividend Equity ETF · $123B

+20.9%3 years · per year$17,691 · $17,234+19.9%

+9.4%5 years · per year$15,676 · $16,418+10.4%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

0.98%12-mo yield$98 · $293 on $10k

Cards for this view

SMLF

iShares U.S. Small-Cap Equity Factor

$15,676

SCHD

Schwab U.S. Dividend Equity

$16,418

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+0.9%	+16.5%	+17.6%	+20.9%	+9.4%	−8.7%	$4.3B

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+0.9%	+16.5%	+17.6%	+20.9%	+9.4%	−8.7%	$4.3B

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