SOXY vs SCHD

ASOXY

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,596VIG · SCHD $16,429

Lowest cost0.04%VIG · $4 on $10k

Most income12.45%SOXY · $1,245 on $10k

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

Held in common7.8%SOXY and SCHD

YieldMax Target 12 Semiconductor Option Income ETF · $57MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,257+19.9%

[…]5 years · per year[…] · $16,429+10.4%

1.06%Expense ratio$106 · $6 on $10k · lower wins0.06%

12.45%12-mo yield$1,245 · $293 on $10k2.93%

Cards for this view

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureSOXYSCHD

Fee1.06%0.06%

Cost on $10k a year$106$6

Yield12.45%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−38.6%−6.9%

Volatility · 1Y46.0%11.7%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
3	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk	1.06%	12.45%	−0.7%	+43.8%	+46.9%	new	new	−38.6%	$57M

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
3	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk	1.06%	12.45%	−0.7%	+43.8%	+46.9%	new	new	−38.6%	$57M

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