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ASWP

BDGRO

Measures won1–3DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,051DGRO · SCHD $16,418

Lowest cost0.06%SCHD · $6 on $10k

Most income9.54%SWP · $954 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common29.4%SWP and DGRO

Manager Directed Portfolios - SWP Growth & Income ETF · $147MiShares Core Dividend Growth ETF · $45.9B

[…]3 years · per year[…] · $17,660+20.9%

[…]5 years · per year[…] · $17,051+11.3%

0.99%Expense ratio$99 · $8 on $10k · lower wins0.08%

9.54%12-mo yield$954 · $182 on $10k1.82%

Cards for this view

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

DGRO

iShares Core Dividend Growth

$17,051

MeasureSWPDGRO

Fee0.99%0.08%

Cost on $10k a year$99$8

Yield9.54%1.82%

5 years, per year[…]+11.3%

3 years, per year[…]+20.9%

Worst drop · 1Y−10.0%−6.5%

Volatility · 1Y13.2%10.3%

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	+0.2%	+19.9%	+21.1%	+20.9%	+11.3%	−6.5%	$45.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
3	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.54%	−0.1%	+5.7%	+5.8%	new	new	−10.0%	$147M

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	+0.2%	+19.9%	+21.1%	+20.9%	+11.3%	−6.5%	$45.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
3	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.54%	−0.1%	+5.7%	+5.8%	new	new	−10.0%	$147M