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ASOVF

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,262VYM · SCHD $16,418

Lowest cost0.04%VYM · $4 on $10k

Most income2.92%SCHD · $292 on $10k

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

Held in common9.1%SOVF and SCHD

Sovereign's Capital Flourish Fund · $90MSchwab U.S. Dividend Equity ETF · $124B

+9.3%3 years · per year$13,042 · $17,374+20.2%

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

0.75%Expense ratio$75 · $6 on $10k · lower wins0.06%

0.71%12-mo yield$71 · $292 on $10k2.92%

Cards for this view

SOVF

Sovereign's Capital Flourish Fund

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureSOVFSCHD

Fee0.75%0.06%

Cost on $10k a year$75$6

Yield0.71%2.92%

5 years, per year[…]+10.4%

3 years, per year+9.3%+20.2%

Worst drop · 1Y−13.8%−6.9%

Volatility · 1Y14.9%

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	−0.1%	+17.0%	+18.3%	+20.4%	+11.5%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
3	ASOVF	Sovereign's Capital Flourish FundRead Desk	0.75%	0.71%	+0.3%	+9.6%	+13.9%	+9.3%	new	−13.8%	$90M

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	−0.1%	+17.0%	+18.3%	+20.4%	+11.5%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
3	ASOVF	Sovereign's Capital Flourish FundRead Desk	0.75%	0.71%	+0.3%	+9.6%	+13.9%	+9.3%	new	−13.8%	$90M