COMP <GO>
SCHD vs IWM // PIOTROSKI F-SCORE QUALITY
Schwab U.S. Dividend Equity ETF (NYSE) VS. iShares Russell 2000 Small-Cap ETF (NYSE) • 15-METRIC TALLY: SCHD 2
— IWM 1
■ METRIC PARITY
LAST: $35.78 (+1.46%) • MKT CAP: $65.00B
piotroski-score
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LAST: $279.33 (+0.96%) • MKT CAP: $72.00B
piotroski-score
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SCHD VS. IWM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SCHD | IWM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | — | — | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.60% | 1.30% | +2.30 | SCHD | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | — | — | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 73.9 | 49.4 | +24.50 | SCHD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $65.00B | $72.00B | -$7.00B | IWM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SCHD REV | IWM REV | SCHD GROSS % | IWM GROSS % | SCHD FCF | IWM FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT SCHD FA <GO> AND IWM FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SCHD // BETA —
IWM // BETA —