VUSV vs SCHD

AVUSV

BSCHD

Measures won0–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,533VOO · SCHD $16,418

Lowest cost0.03%VOO · $3 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common5.5%VUSV and SCHD

Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Value Active ETF · $93MSchwab 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%

0.17%12-mo yield$17 · $293 on $10k2.93%

Cards for this view

VUSV

Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Value Active

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureVUSVSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield0.17%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.8%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
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	AVUSV	Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Value Active ETFRead Desk	0.30%	0.17%	+0.1%	+17.6%	new	new	new	[…]	$93M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
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	AVUSV	Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Value Active ETFRead Desk	0.30%	0.17%	+0.1%	+17.6%	new	new	new	[…]	$93M

Loading…