Loading…
PQDI and SCMC share 0.3% of their holdings.
| Side by side | PQDI | SCMC |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.60% | 0.55% |
| Cost per year on $10k | $60 | $55 |
| Trailing 12-mo yield | 6.41% | 4.40% |
| Income per year on $10k | $641 | $440 |
| YTD | −1.3% | +1.2% |
| 1 year | −0.3% | — |
| 3 years · per year | +8.3% | — |
| 5 years · per year | +2.5% | — |
| Worst drop · 1Y | −3.9% | — |
| Volatility · 1Y | 3.7% | — |
| Holdings | 126 | 0 |
| Assets | $123M | $261M |
| Leverage | None | None |
| Since | 2020 | 2025 |
Highlighted = best in the row. Returns include dividends.