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DEM and SCHD share 0.0% of their holdings.
| Side by side | DEM | SCHD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.63% | 0.06% |
| Cost per year on $10k | $63 | $6 |
| Trailing 12-mo yield | 3.39% | 2.96% |
| Income per year on $10k | $339 | $296 |
| YTD | +17.1% | +33.0% |
| 1 year | +17.8% | +36.5% |
| 3 years · per year | +17.9% | +19.8% |
| 5 years · per year | +9.2% | +10.4% |
| Worst drop · 1Y | −7.9% | −6.9% |
| Volatility · 1Y | 15.1% | 11.4% |
| Holdings | 502 | 102 |
| Assets | $4.1B | $118B |
| Leverage | None | None |
| Since | 2007 | 2011 |
Highlighted = best in the row. Returns include dividends.