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VIG and SCHD share 14.5% of their holdings.
| Side by side | NIHI | VIG | SCHD |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.75% | 0.04% | 0.06% |
| Cost per year on $10k | $75 | $4 | $6 |
| Trailing 12-mo yield | 10.60% | 1.47% | 2.94% |
| Income per year on $10k | $1,060 | $147 | $294 |
| YTD | +7.5% | +14.3% | +34.1% |
| 1 year | +11.4% | +15.8% | +39.3% |
| 3 years · per year | — | +20.0% | +20.8% |
| 5 years · per year | — | +10.6% | +10.5% |
| Worst drop · 1Y | −10.9% | −7.9% | −6.9% |
| Volatility · 1Y | 14.4% | 10.0% | 11.3% |
| Holdings | 0 | 338 | 102 |
| Assets | $215M | $128B | $121B |
| Leverage | None | None | None |
| Since | 2025 | 2006 | 2011 |
Highlighted = best in the row. Returns include dividends.