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SCHD and VIG share 14.5% of their holdings.
| Side by side | SCHD | VIG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.06% | 0.04% |
| Cost per year on $10k | $6 | $4 |
| Trailing 12-mo yield | 2.94% | 1.47% |
| Income per year on $10k | $294 | $147 |
| YTD | +34.1% | +14.3% |
| 1 year | +39.3% | +15.8% |
| 3 years · per year | +20.8% | +20.0% |
| 5 years · per year | +10.5% | +10.6% |
| Worst drop · 1Y | −6.9% | −7.9% |
| Volatility · 1Y | 11.3% | 10.0% |
| Holdings | 102 | 338 |
| Assets | $121B | $128B |
| Leverage | None | None |
| Since | 2011 | 2006 |
Highlighted = best in the row. Returns include dividends.