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ATOPC

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · VIG $16,596

Lowest cost0.03%IVV · $3 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common10.2%TOPC and SCHD

iShares S&P 500 3% Capped ETF · $33MSchwab U.S. Dividend Equity ETF · $123B

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

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

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

1.02%12-mo yield$102 · $293 on $10k2.93%

Cards for this view

TOPC

iShares S&P 500 3% Capped

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureTOPCSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.02%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−8.0%−6.9%

Volatility · 1Y13.3%11.7%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	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
4	ATOPC	iShares S&P 500 3% Capped ETFRead Desk	0.15%	1.02%	−0.3%	+13.5%	+14.2%	new	new	−8.0%	$33M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	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
4	ATOPC	iShares S&P 500 3% Capped ETFRead Desk	0.15%	1.02%	−0.3%	+13.5%	+14.2%	new	new	−8.0%	$33M