TRIO vs SCHD

ATRIO

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,583VIG · SCHD $16,428

Lowest cost0.04%VIG · $4 on $10k

Most income8.40%TRIO · $840 on $10k

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

Held in common[…]TRIO and SCHD

EA Series Trust - MC Trio Equity Buffered ETF · $124MSchwab U.S. Dividend Equity ETF · $122B

[…]3 years · per year[…] · $17,062+19.5%

[…]5 years · per year[…] · $16,428+10.4%

0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%

8.40%12-mo yield$840 · $294 on $10k2.94%

Cards for this view

TRIO

EA Series Trust - MC Trio Equity Buffered

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasureTRIOSCHD

Fee0.70%0.06%

Cost on $10k a year$70$6

Yield8.40%2.94%

5 years, per year[…]+10.4%

3 years, per year[…]+19.5%

Worst drop · 1Y−11.1%−6.9%

Volatility · 1Y11.2%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
3	ATRIO	EA Series Trust - MC Trio Equity Buffered ETFRead Desk	0.70%	8.40%	−0.3%	+7.2%	+0.3%	new	new	−11.1%	$124M

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
3	ATRIO	EA Series Trust - MC Trio Equity Buffered ETFRead Desk	0.70%	8.40%	−0.3%	+7.2%	+0.3%	new	new	−11.1%	$124M

Loading…