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SCHY and GCOW share 23.2% of their holdings.
| Side by side | SCHY | IDV | GCOW |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.08% | 0.50% | 0.60% |
| Cost per year on $10k | $8 | $50 | $60 |
| Trailing 12-mo yield | 3.57% | 5.68% | 4.84% |
| Income per year on $10k | $357 | $568 | $484 |
| YTD | +13.3% | +12.9% | +17.1% |
| 1 year | +19.3% | +20.3% | +22.8% |
| 3 years · per year | +19.0% | +27.1% | +18.7% |
| 5 years · per year | +9.6% | +13.0% | +14.2% |
| Worst drop · 1Y | −9.1% | −8.5% | −7.8% |
| Volatility · 1Y | 12.2% | 13.2% | 11.2% |
| Holdings | 135 | 100 | 111 |
| Assets | $2.7B | $8.3B | $3.6B |
| Leverage | None | None | None |
| Since | 2021 | 2007 | 2016 |
Highlighted = best in the row. Returns include dividends.