XTRE vs VIG

AXTRE

BVIG

Measures won3–2XTRE wins · of 6 · 5Y

$10,000 · 5Y$16,653VIG · SCHD $16,418

Lowest cost0.04%VIG · $4 on $10k

Most income4.13%XTRE · $413 on $10k

Smallest drop−2.3%XTRE · worst fall in 1Y

Held in common0.0%XTRE and VIG

BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · $160MVanguard Dividend Appreciation ETF · $109B

+3.9%3 years · per year$11,224 · $16,811+18.9%

[…]5 years · per year[…] · $16,653+10.7%

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

4.13%12-mo yield$413 · $145 on $10k

Cards for this view

XTRE

BondBloxx Bloomberg Three Year Target Duration US Treasury

[…]

VIG

Vanguard Dividend Appreciation

$16,653

MeasureXTREVIG

Fee0.05%0.04%

Cost on $10k a year$5$4

Yield4.13%1.45%

5 years, per year[…]+10.7%

3 years, per year+3.9%+18.9%

Worst drop · 1Y−2.3%−7.9%

Volatility · 1Y2.3%

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1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	SCHD	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	AXTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETFRead Desk	0.05%	4.13%	−0.1%	−0.1%	+0.5%	+3.9%	new	−2.3%	$160M

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1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	SCHD	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	AXTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETFRead Desk	0.05%	4.13%	−0.1%	−0.1%	+0.5%	+3.9%	new	−2.3%	$160M

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