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SCHY and IDV share 19.7% of their holdings.
| Side by side | SCHY | IDV | PIEQ |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | International · Ex-US broad |
| Expense ratio | 0.08% | 0.50% | 0.48% |
| Cost per year on $10k | $8 | $50 | $48 |
| Trailing 12-mo yield | 3.54% | 5.68% | 1.19% |
| Income per year on $10k | $354 | $568 | $119 |
| YTD | +14.2% | +12.7% | +8.2% |
| 1 year | +21.2% | +20.7% | +13.6% |
| 3 years · per year | +19.6% | +27.3% | — |
| 5 years · per year | +9.7% | +12.9% | — |
| Worst drop · 1Y | −9.1% | −8.5% | −9.5% |
| Volatility · 1Y | 12.2% | 13.2% | 17.4% |
| Holdings | 135 | 100 | 35 |
| Assets | $2.7B | $8.3B | $1.3B |
| Leverage | None | None | None |
| Since | 2021 | 2007 | 2024 |
Highlighted = best in the row. Returns include dividends.