SWP vs VYM

ASWP

BVYM

Measures won1–3VYM wins · of 6 · 5Y

$10,000 · 5Y$17,324VYM · SCHD $16,418

Lowest cost0.04%VYM · $4 on $10k

Most income9.50%SWP · $950 on $10k

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

Held in common18.7%SWP and VYM

Manager Directed Portfolios - SWP Growth & Income ETF · $145MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,307+20.1%

[…]5 years · per year[…] · $17,324+11.6%

0.99%Expense ratio$99 · $4 on $10k · lower wins0.04%

9.50%12-mo yield$950 · $223 on $10k2.23%

Cards for this view

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

VYM

Vanguard High Dividend Yield

$17,324

MeasureSWPVYM

Fee0.99%0.04%

Cost on $10k a year$99$4

Yield9.50%2.23%

5 years, per year[…]+11.6%

3 years, per year[…]+20.1%

Worst drop · 1Y−10.0%−6.7%

Volatility · 1Y13.1%10.9%

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.9%	+17.0%	+19.9%	+20.1%	+11.6%	−6.7%	$78.9B
2	SCHD	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	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.50%	+0.9%	+6.2%	+6.9%	new	new	−10.0%	$145M

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.9%	+17.0%	+19.9%	+20.1%	+11.6%	−6.7%	$78.9B
2	SCHD	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	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.50%	+0.9%	+6.2%	+6.9%	new	new	−10.0%	$145M

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