VGMS vs SCHD

AVGMS

BSCHD

Measures won3–1VGMS wins · of 6 · 5Y

$10,000 · 5Y$17,324VYM · SCHD $16,418

Lowest cost0.04%VYM · $4 on $10k

Most income5.56%VGMS · $556 on $10k

Smallest drop−2.7%VGMS · worst fall in 1Y

Held in common0.0%VGMS and SCHD

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETF · $298MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,234+19.9%

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

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

5.56%12-mo yield$556 · $293 on $10k2.93%

Cards for this view

VGMS

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureVGMSSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield5.56%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−2.7%−6.9%

Volatility · 1Y3.4%

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.9%	+17.0%	+19.9%	+20.1%	+11.6%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	AVGMS	Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFRead Desk	0.30%	5.56%	0.0%	+0.9%	+1.8%	new	new	−2.7%	$298M

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.9%	+17.0%	+19.9%	+20.1%	+11.6%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	AVGMS	Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFRead Desk	0.30%	5.56%	0.0%	+0.9%	+1.8%	new	new	−2.7%	$298M

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