SCHD vs WCMG

ASCHD

BWCMG

Measures won2–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,653VIG · SCHD $16,418

Lowest cost0.04%VIG · $4 on $10k

Most income12.20%JEPQ · $1,220 on $10k

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

Held in common0.0%SCHD and WCMG

Schwab U.S. Dividend Equity ETF · $123BFirst Trust WCM Global Equity ETF · $4M

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

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

0.06%Expense ratio$6 · $85 on $10k · lower wins0.85%

2.93%12-mo yield$293 · $0 on $10k0.00%

Cards for this view

SCHD

Schwab U.S. Dividend Equity

$16,418

WCMG

First Trust WCM Global Equity

[…]

MeasureSCHDWCMG

Fee0.06%0.85%

Cost on $10k a year$6$85

Yield2.93%0.00%

5 years, per year+10.4%[…]

3 years, per year+19.9%[…]

Worst drop · 1Y−6.9%[…]

Volatility · 1Y11.8%[…]

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	ASCHD	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	BWCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	+1.4%	new	new	new	new	[…]	$4M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	ASCHD	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	BWCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	+1.4%	new	new	new	new	[…]	$4M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

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