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SCHY and IDV share 19.7% of their holdings.
| Side by side | SCHY | IDV |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.08% | 0.50% |
| Cost per year on $10k | $8 | $50 |
| Trailing 12-mo yield | 3.54% | 5.68% |
| Income per year on $10k | $354 | $568 |
| YTD | +14.2% | +12.7% |
| 1 year | +21.2% | +20.7% |
| 3 years · per year | +19.6% | +27.3% |
| 5 years · per year | +9.7% | +12.9% |
| Worst drop · 1Y | −9.1% | −8.5% |
| Volatility · 1Y | 12.2% | 13.2% |
| Holdings | 135 | 100 |
| Assets | $2.7B | $8.3B |
| Leverage | None | None |
| Since | 2021 | 2007 |
Highlighted = best in the row. Returns include dividends.