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FDRR and SCHD share 15.7% of their holdings.
| Side by side | FDRR | SCHD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.15% | 0.06% |
| Cost per year on $10k | $15 | $6 |
| Trailing 12-mo yield | 2.05% | 2.94% |
| Income per year on $10k | $205 | $294 |
| YTD | +13.4% | +34.1% |
| 1 year | +15.9% | +39.3% |
| 3 years · per year | +23.8% | +20.8% |
| 5 years · per year | +12.3% | +10.5% |
| Worst drop · 1Y | −8.5% | −6.9% |
| Volatility · 1Y | 11.3% | 11.3% |
| Holdings | 132 | 102 |
| Assets | $749M | $121B |
| Leverage | None | None |
| Since | 2016 | 2011 |
Highlighted = best in the row. Returns include dividends.