Expense ratioPer year
Cost per year on $10kCheapest: SCHD
AOM$20
SCHD$6
SCHD is cheapest at $6 a yearOpen the cost rows →
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15 rows · best in each row highlighted
| Fund | AOMiShares Core 40/60 Moderate Allocation ETF | SCHDSchwab U.S. Dividend Equity ETF |
|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks |
| Cost | ||
| Expense ratio | 0.20% | 0.06% |
| Cost per year on $10k | $20 | $6 |
| Income | ||
| Trailing 12-mo yield | 3.18% | 2.94% |
| Income per year on $10k | $318 | $294 |
| Returns | ||
| YTD | +4.3% | +34.1% |
| 1 year | +5.1% | +39.3% |
| 3 years · per year | +12.2% | +20.8% |
| 5 years · per year | +4.3% | +10.5% |
| Risk | ||
| Worst drop · 1Y | −5.1% | −6.9% |
| Volatility · 1Y | 7.1% | 11.3% |
| Fund facts | ||
| Holdings | 7 | 102 |
| Assets | $1.9B | $121.1B |
| Leverage | None | None |
| Since | 2008 | 2011 |
Share of the portfolio held in common
AOM and SCHD share 1.9% of their holdings.
0%60%