COMP <GO>
SCHD vs RSP // 10Y YIELD & FRED MACRO BETA
Schwab U.S. Dividend Equity ETF (NYSE) VS. Invesco S&P 500 Equal Weight ETF (NYSE) • 15-METRIC TALLY: SCHD 2
— RSP 1
■ METRIC PARITY
LAST: $35.78 (+1.46%) • MKT CAP: $65.00B
macro-sensitivity
—
LAST: $218.31 (+1.19%) • MKT CAP: $74.00B
macro-sensitivity
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SCHD VS. RSP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SCHD | RSP | 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 | — | — | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 73.9 | 59.5 | +14.40 | SCHD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $65.00B | $74.00B | -$9.00B | RSP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SCHD REV | RSP REV | SCHD GROSS % | RSP GROSS % | SCHD FCF | RSP FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT SCHD FA <GO> AND RSP FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SCHD // BETA —
RSP // BETA —