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ATOPC

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,277SPYM · VOO $17,269

Lowest cost0.02%SPYM · $2 on $10k

Most income2.92%SCHD · $292 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 · $124B

[…]3 years · per year[…] · $17,374+20.2%

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

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

1.03%12-mo yield$103 · $292 on $10k2.92%

Cards for this view

TOPC

iShares S&P 500 3% Capped

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureTOPCSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.03%2.92%

5 years, per year[…]+10.4%

3 years, per year[…]+20.2%

Worst drop · 1Y−8.0%−6.9%

Volatility · 1Y13.3%11.7%

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1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.4%	+11.5%	+11.6%	+21.5%	+11.6%	−8.9%	$186.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$1.00T
3	BSCHD	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
4	ATOPC	iShares S&P 500 3% Capped ETFRead Desk	0.15%	1.03%	−0.4%	+13.0%	+13.5%	new	new	−8.0%	$33M

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1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.4%	+11.5%	+11.6%	+21.5%	+11.6%	−8.9%	$186.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$1.00T
3	BSCHD	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
4	ATOPC	iShares S&P 500 3% Capped ETFRead Desk	0.15%	1.03%	−0.4%	+13.0%	+13.5%	new	new	−8.0%	$33M