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SCHY and TOLZ share 0.0% of their holdings.
| Side by side | SCHY | TOLZ |
|---|---|---|
| Strategy | Income · Dividend stocks | Thematic · Infrastructure |
| Expense ratio | 0.08% | 0.46% |
| Cost per year on $10k | $8 | $46 |
| Trailing 12-mo yield | 3.54% | 3.05% |
| Income per year on $10k | $354 | $305 |
| YTD | +14.2% | +12.4% |
| 1 year | +21.2% | +15.8% |
| 3 years · per year | +19.6% | +17.4% |
| 5 years · per year | +9.7% | +8.2% |
| Worst drop · 1Y | −9.1% | −10.5% |
| Volatility · 1Y | 12.2% | 11.3% |
| Holdings | 135 | 116 |
| Assets | $2.7B | $173M |
| Leverage | None | None |
| Since | 2021 | 2014 |
Highlighted = best in the row. Returns include dividends.