SMRI vs SCHD

ASMRI

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · IWF $15,927

Lowest cost0.06%SCHD · $6 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common8.8%SMRI and SCHD

Bushido Capital US Equity ETF · $718MSchwab U.S. Dividend Equity ETF · $123B

+26.5%3 years · per year$20,225 · $17,234+19.9%

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

0.71%Expense ratio$71 · $6 on $10k · lower wins0.06%

1.40%12-mo yield$140 · $293 on $10k2.93%

Cards for this view

SMRI

Bushido Capital US Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureSMRISCHD

Fee0.71%0.06%

Cost on $10k a year$71$6

Yield1.40%2.93%

5 years, per year[…]+10.4%

3 years, per year+26.5%+19.9%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y15.3%

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1	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$119.2B
3	ASMRI	Bushido Capital US Equity ETFRead Desk	0.71%	1.40%	+1.0%	+33.6%	+37.9%	+26.5%	new	−8.7%	$718M

#
1	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$119.2B
3	ASMRI	Bushido Capital US Equity ETFRead Desk	0.71%	1.40%	+1.0%	+33.6%	+37.9%	+26.5%	new	−8.7%	$718M

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