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SCHM and CUT share 0.8% of their holdings.
| Side by side | SCHM | CUT |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Materials |
| Expense ratio | 0.03% | 0.99% |
| Cost per year on $10k | $3 | $99 |
| Trailing 12-mo yield | 1.27% | 2.52% |
| Income per year on $10k | $127 | $252 |
| YTD | +17.9% | −2.1% |
| 1 year | +21.1% | +3.5% |
| 3 years · per year | +20.0% | +2.6% |
| 5 years · per year | +6.9% | −2.6% |
| Worst drop · 1Y | −9.3% | −19.6% |
| Volatility · 1Y | 16.4% | 18.4% |
| Holdings | 503 | 49 |
| Assets | $14.8B | $30M |
| Leverage | None | None |
| Since | 2011 | 2007 |
Highlighted = best in the row. Returns include dividends.