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INCM and SCHD share 9.8% of their holdings.
| Side by side | INCM | SCHD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.38% | 0.06% |
| Cost per year on $10k | $38 | $6 |
| Trailing 12-mo yield | 5.20% | 2.96% |
| Income per year on $10k | $520 | $296 |
| YTD | +9.4% | +33.0% |
| 1 year | +11.1% | +36.5% |
| 3 years · per year | +13.5% | +19.8% |
| 5 years · per year | — | +10.4% |
| Worst drop · 1Y | −3.3% | −6.9% |
| Volatility · 1Y | 5.7% | 11.4% |
| Holdings | 404 | 102 |
| Assets | $2.0B | $118B |
| Leverage | None | None |
| Since | 2023 | 2011 |
Highlighted = best in the row. Returns include dividends.