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HDEF and SCHY share 32.9% of their holdings.
| Side by side | HDEF | SCHY |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.09% | 0.08% |
| Cost per year on $10k | $9 | $8 |
| Trailing 12-mo yield | 3.68% | 3.54% |
| Income per year on $10k | $368 | $354 |
| YTD | +14.8% | +14.2% |
| 1 year | +21.0% | +21.2% |
| 3 years · per year | +21.0% | +19.6% |
| 5 years · per year | +13.2% | +9.7% |
| Worst drop · 1Y | −8.1% | −9.1% |
| Volatility · 1Y | 12.0% | 12.2% |
| Holdings | 120 | 135 |
| Assets | $2.4B | $2.7B |
| Leverage | None | None |
| Since | 2015 | 2021 |
Highlighted = best in the row. Returns include dividends.