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VIG and VYM share 60.8% of their holdings.
| Side by side | SCHD | VIG | VYM |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.06% | 0.04% | 0.04% |
| Cost per year on $10k | $6 | $4 | $4 |
| Trailing 12-mo yield | 2.96% | 1.46% | 2.23% |
| Income per year on $10k | $296 | $146 | $223 |
| YTD | +33.0% | +14.7% | +16.9% |
| 1 year | +36.5% | +15.3% | +19.0% |
| 3 years · per year | +19.8% | +19.6% | +21.0% |
| 5 years · per year | +10.4% | +10.9% | +11.9% |
| Worst drop · 1Y | −6.9% | −7.9% | −6.7% |
| Volatility · 1Y | 11.4% | 10.0% | 10.0% |
| Holdings | 102 | 338 | 589 |
| Assets | $118B | $128B | $95.8B |
| Leverage | None | None | None |
| Since | 2011 | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.