TVAL vs SCHD

ATVAL

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income2.93%SCHD · $293 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

+22.3%3 years · per year$18,300 · $17,257+19.9%

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

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

0.92%12-mo yield$92 · $293 on $10k2.93%

Cards for this view

TVAL

T. Rowe Price Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureTVALSCHD

Fee0.33%0.06%

Cost on $10k a year$33$6

Yield0.92%2.93%

5 years, per year[…]+10.4%

3 years, per year+22.3%+19.9%

Worst drop · 1Y−7.2%−6.9%

Volatility · 1Y11.3%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ATVAL	T. Rowe Price Value ETFRead Desk	0.33%	0.92%	−0.2%	+25.9%	+28.8%	+22.3%	new	−7.2%	$1.2B

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ATVAL	T. Rowe Price Value ETFRead Desk	0.33%	0.92%	−0.2%	+25.9%	+28.8%	+22.3%	new	−7.2%	$1.2B

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