Loading…

Getting the latest data.

ATVAL

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · IWF $15,505

Lowest cost0.06%SCHD · $6 on $10k

Most income2.92%SCHD · $292 on $10k

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

Held in common8.1%TVAL and SCHD

T. Rowe Price Value ETF · $1.2BSchwab U.S. Dividend Equity ETF · $124B

+22.4%3 years · per year$18,344 · $17,374+20.2%

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

0.33%Expense ratio$33 · $6 on $10k · lower wins0.06%

0.91%12-mo yield$91 · $292 on $10k2.92%

Cards for this view

TVAL

T. Rowe Price Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureTVALSCHD

Fee0.33%0.06%

Cost on $10k a year$33$6

Yield0.91%2.92%

5 years, per year[…]+10.4%

3 years, per year+22.4%+20.2%

Worst drop · 1Y−7.2%−6.9%

Volatility · 1Y11.3%

#
1	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$118.9B
3	ATVAL	T. Rowe Price Value ETFRead Desk	0.33%	0.91%	+0.2%	+26.1%	+28.4%	+22.4%	new	−7.2%	$1.2B

#
1	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$118.9B
3	ATVAL	T. Rowe Price Value ETFRead Desk	0.33%	0.91%	+0.2%	+26.1%	+28.4%	+22.4%	new	−7.2%	$1.2B