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SCHM and SMMD share 55.4% of their holdings.
| Side by side | SMIG | SCHM | SMMD |
|---|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Mid cap | US Stock Styles · Large cap |
| Expense ratio | 0.60% | 0.03% | 0.23% |
| Cost per year on $10k | $60 | $3 | $23 |
| Trailing 12-mo yield | 1.67% | 1.27% | 1.15% |
| Income per year on $10k | $167 | $127 | $115 |
| YTD | +13.9% | +17.9% | +16.7% |
| 1 year | +16.3% | +21.1% | +19.3% |
| 3 years · per year | +16.1% | +20.0% | +20.9% |
| 5 years · per year | +6.9% | +6.9% | +6.6% |
| Worst drop · 1Y | −8.5% | −9.3% | −9.7% |
| Volatility · 1Y | 11.4% | 16.4% | 16.6% |
| Holdings | 39 | 503 | 514 |
| Assets | $1.5B | $14.8B | $4.2B |
| Leverage | None | None | None |
| Since | 2021 | 2011 | 2017 |
Highlighted = best in the row. Returns include dividends.