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SCHM and DIVY share 2.7% of their holdings.
| Side by side | SCHM | DIVY |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Income · Dividend stocks |
| Expense ratio | 0.03% | 0.45% |
| Cost per year on $10k | $3 | $45 |
| Trailing 12-mo yield | 1.27% | 2.79% |
| Income per year on $10k | $127 | $279 |
| YTD | +17.9% | +22.8% |
| 1 year | +21.1% | +27.3% |
| 3 years · per year | +20.0% | +14.4% |
| 5 years · per year | +6.9% | +8.9% |
| Worst drop · 1Y | −9.3% | −9.1% |
| Volatility · 1Y | 16.4% | 13.4% |
| Holdings | 503 | 10 |
| Assets | $14.8B | $28M |
| Leverage | None | None |
| Since | 2011 | 2020 |
Highlighted = best in the row. Returns include dividends.