Expense ratioPer year
Cost per year on $10kCheapest: SCHD
PJUL$79
SCHD$6
SCHD is cheapest at $6 a yearOpen the cost rows →
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15 rows · best in each row highlighted
| Fund | PJULInnovator U.S. Equity Power Buffer ETF | SCHDSchwab U.S. Dividend Equity ETF |
|---|---|---|
| Strategy | Defined Outcome · Buffer | Income · Dividend stocks |
| Cost | ||
| Expense ratio | 0.79% | 0.06% |
| Cost per year on $10k | $79 | $6 |
| Income | ||
| Trailing 12-mo yield | 0.00% | 2.94% |
| Income per year on $10k | $0 | $294 |
| Returns | ||
| YTD | +6.4% | +34.1% |
| 1 year | +7.8% | +39.3% |
| 3 years · per year | +14.3% | +20.8% |
| 5 years · per year | +10.2% | +10.5% |
| Risk | ||
| Worst drop · 1Y | −3.6% | −6.9% |
| Volatility · 1Y | 5.6% | 11.3% |
| Fund facts | ||
| Holdings | 6 | 102 |
| Assets | $1.3B | $121.1B |
| Leverage | None | None |
| Since | 2018 | 2011 |
Share of the portfolio held in common
Holdings data is missing for at least one fund, so overlap can't be measured.
0%60%