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RJDI and SCHD share 9.8% of their holdings.
| Side by side | RJDI | SCHD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.63% | 0.06% |
| Cost per year on $10k | $63 | $6 |
| Trailing 12-mo yield | 1.01% | 2.96% |
| Income per year on $10k | $101 | $296 |
| YTD | +18.8% | +33.0% |
| 1 year | +20.7% | +36.5% |
| 3 years · per year | — | +19.8% |
| 5 years · per year | — | +10.4% |
| Worst drop · 1Y | −7.1% | −6.9% |
| Volatility · 1Y | 11.4% | 11.4% |
| Holdings | 37 | 102 |
| Assets | $144M | $118B |
| Leverage | None | None |
| Since | 2025 | 2011 |
Highlighted = best in the row. Returns include dividends.