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FDIV and SCHD share 13.1% of their holdings.
| Side by side | FDIV | SCHD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.06% |
| Cost per year on $10k | $35 | $6 |
| Trailing 12-mo yield | 2.39% | 2.96% |
| Income per year on $10k | $239 | $296 |
| YTD | +5.5% | +33.0% |
| 1 year | +7.9% | +36.5% |
| 3 years · per year | +9.1% | +19.8% |
| 5 years · per year | — | +10.4% |
| Worst drop · 1Y | −9.6% | −6.9% |
| Volatility · 1Y | 12.6% | 11.4% |
| Holdings | 6 | 102 |
| Assets | $69M | $118B |
| Leverage | None | None |
| Since | 2023 | 2011 |
Highlighted = best in the row. Returns include dividends.