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| Side by side | SIFI | SCHD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.50% | 0.06% |
| Cost per year on $10k | $50 | $6 |
| Trailing 12-mo yield | 6.58% | 2.96% |
| Income per year on $10k | $658 | $296 |
| YTD | +0.7% | +33.0% |
| 1 year | +1.3% | +36.5% |
| 3 years · per year | +7.3% | +19.8% |
| 5 years · per year | +2.4% | +10.4% |
| Worst drop · 1Y | −2.9% | −6.9% |
| Volatility · 1Y | 3.4% | 11.4% |
| Holdings | 175 | 102 |
| Assets | $23M | $118B |
| Leverage | None | None |
| Since | 2021 | 2011 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.