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HFSI and SCHD share 0.0% of their holdings.
| Side by side | HFSI | SCHD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.49% | 0.06% |
| Cost per year on $10k | $49 | $6 |
| Trailing 12-mo yield | 5.83% | 2.94% |
| Income per year on $10k | $583 | $294 |
| YTD | −0.9% | +34.1% |
| 1 year | −0.2% | +39.3% |
| 3 years · per year | +8.5% | +20.8% |
| 5 years · per year | +2.4% | +10.5% |
| Worst drop · 1Y | −3.7% | −6.9% |
| Volatility · 1Y | 3.6% | 11.3% |
| Holdings | 1,127 | 102 |
| Assets | $1.2B | $121B |
| Leverage | None | None |
| Since | 2021 | 2011 |
Highlighted = best in the row. Returns include dividends.