COMP <GO>
TLT vs SCHD // RETURN ON INVESTED CAPITAL (ROIC)
iShares 20+ Year Treasury Bond ETF (NASDAQ) VS. Schwab U.S. Dividend Equity ETF (NYSE) • 15-METRIC TALLY: TLT 0
— SCHD 3
■ METRIC PARITY
LAST: $81.84 (+0.61%) • MKT CAP: $54.00B
roic
—
LAST: $35.78 (+1.46%) • MKT CAP: $65.00B
roic
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TLT VS. SCHD)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TLT | SCHD | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | — | — | — | 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 | 1.30% | 3.60% | -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 | 63.0 | 73.9 | -10.90 | 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 | $54.00B | $65.00B | -$11.00B | SCHD | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TLT REV | SCHD REV | TLT GROSS % | SCHD GROSS % | TLT FCF | SCHD FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT TLT FA <GO> AND SCHD FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TLT // BETA —
SCHD // BETA —