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LRND and SCHX share 40.5% of their holdings.
| Side by side | LRND | SCHX |
|---|---|---|
| Strategy | Low-Cost Core · US large cap | Low-Cost Core · US large cap |
| Expense ratio | 0.14% | 0.03% |
| Cost per year on $10k | $14 | $3 |
| Trailing 12-mo yield | 0.33% | 1.03% |
| Income per year on $10k | $33 | $103 |
| YTD | +13.2% | +13.5% |
| 1 year | +11.1% | +12.7% |
| 3 years · per year | +23.5% | +23.5% |
| 5 years · per year | — | +12.0% |
| Worst drop · 1Y | −13.8% | −9.0% |
| Volatility · 1Y | 17.7% | 12.8% |
| Holdings | 107 | 754 |
| Assets | $456M | $74.8B |
| Leverage | None | None |
| Since | 2022 | 2009 |
Highlighted = best in the row. Returns include dividends.