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ICAP and SCHD share 8.1% of their holdings.
| Side by side | ICAP | SCHD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 2.47% | 0.06% |
| Cost per year on $10k | $247 | $6 |
| Trailing 12-mo yield | 11.65% | 2.94% |
| Income per year on $10k | $1,165 | $294 |
| YTD | −0.7% | +34.1% |
| 1 year | +5.3% | +39.3% |
| 3 years · per year | +16.8% | +20.8% |
| 5 years · per year | — | +10.5% |
| Worst drop · 1Y | −12.6% | −6.9% |
| Volatility · 1Y | 15.5% | 11.3% |
| Holdings | 10 | 102 |
| Assets | $110M | $121B |
| Leverage | None | None |
| Since | 2021 | 2011 |
Highlighted = best in the row. Returns include dividends.