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IDV and SCHD share 0.0% of their holdings.
| Side by side | IDV | SCHD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.50% | 0.06% |
| Cost per year on $10k | $50 | $6 |
| Trailing 12-mo yield | 5.68% | 2.96% |
| Income per year on $10k | $568 | $296 |
| YTD | +12.9% | +33.0% |
| 1 year | +20.3% | +36.5% |
| 3 years · per year | +27.1% | +19.8% |
| 5 years · per year | +13.0% | +10.4% |
| Worst drop · 1Y | −8.5% | −6.9% |
| Volatility · 1Y | 13.2% | 11.4% |
| Holdings | 100 | 102 |
| Assets | $8.3B | $118B |
| Leverage | None | None |
| Since | 2007 | 2011 |
Highlighted = best in the row. Returns include dividends.