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VIG and SCHD share 14.5% of their holdings.
| Side by side | CGMS | VIG | SCHD |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.39% | 0.04% | 0.06% |
| Cost per year on $10k | $39 | $4 | $6 |
| Trailing 12-mo yield | 6.22% | 1.46% | 2.96% |
| Income per year on $10k | $622 | $146 | $296 |
| YTD | +0.4% | +14.7% | +33.0% |
| 1 year | +0.8% | +15.3% | +36.5% |
| 3 years · per year | +7.9% | +19.6% | +19.8% |
| 5 years · per year | — | +10.9% | +10.4% |
| Worst drop · 1Y | −2.8% | −7.9% | −6.9% |
| Volatility · 1Y | 3.6% | 10.0% | 11.4% |
| Holdings | 1,246 | 338 | 102 |
| Assets | $5.6B | $128B | $118B |
| Leverage | None | None | None |
| Since | 2022 | 2006 | 2011 |
Highlighted = best in the row. Returns include dividends.