XFIV vs VIG

AXFIV

BVIG

Measures won3–2XFIV wins · of 6 · 5Y

$10,000 · 5Y$16,596VIG · SCHD $16,429

Lowest cost0.04%VIG · $4 on $10k

Most income4.08%XFIV · $408 on $10k

Smallest drop−4.8%XFIV · worst fall in 1Y

Held in common0.0%XFIV and VIG

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF · $351MVanguard Dividend Appreciation ETF · $109B

+3.7%3 years · per year$11,137 · $16,806+18.9%

[…]5 years · per year[…] · $16,596+10.7%

0.05%Expense ratio$5 · $4 on $10k · lower wins0.04%

4.08%12-mo yield$408 · $145 on $10k

Cards for this view

XFIV

BondBloxx Bloomberg Five Year Target Duration US Treasury

[…]

VIG

Vanguard Dividend Appreciation

$16,596

MeasureXFIVVIG

Fee0.05%0.04%

Cost on $10k a year$5$4

Yield4.08%1.45%

5 years, per year[…]+10.7%

3 years, per year+3.7%+18.9%

Worst drop · 1Y−4.8%−7.9%

Volatility · 1Y3.7%

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1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	SCHD	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
3	AXFIV	BondBloxx Bloomberg Five Year Target Duration US Treasury ETFRead Desk	0.05%	4.08%	−0.6%	−2.0%	−1.8%	+3.7%	new	−4.8%	$351M

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1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	SCHD	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
3	AXFIV	BondBloxx Bloomberg Five Year Target Duration US Treasury ETFRead Desk	0.05%	4.08%	−0.6%	−2.0%	−1.8%	+3.7%	new	−4.8%	$351M

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