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CALF and SCHM share 9.8% of their holdings.
| Side by side | CALF | SCHM | DIVY |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Mid cap | Income · Dividend stocks |
| Expense ratio | 0.59% | 0.03% | 0.45% |
| Cost per year on $10k | $59 | $3 | $45 |
| Trailing 12-mo yield | 1.09% | 1.26% | 2.82% |
| Income per year on $10k | $109 | $126 | $282 |
| YTD | +32.3% | +18.6% | +21.2% |
| 1 year | +34.8% | +19.9% | +24.3% |
| 3 years · per year | +15.0% | +19.6% | +13.6% |
| 5 years · per year | +7.5% | +7.1% | +8.7% |
| Worst drop · 1Y | −7.9% | −9.3% | −9.1% |
| Volatility · 1Y | 15.8% | 16.4% | 13.4% |
| Holdings | 201 | 503 | 10 |
| Assets | $3.8B | $14.8B | $28M |
| Leverage | None | None | None |
| Since | 2017 | 2011 | 2020 |
Highlighted = best in the row. Returns include dividends.