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DJD and SCHD share 28.5% of their holdings.
| Side by side | DJD | SCHD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.07% | 0.06% |
| Cost per year on $10k | $7 | $6 |
| Trailing 12-mo yield | 2.24% | 2.96% |
| Income per year on $10k | $224 | $296 |
| YTD | +21.0% | +33.0% |
| 1 year | +24.4% | +36.5% |
| 3 years · per year | +21.9% | +19.8% |
| 5 years · per year | +12.4% | +10.4% |
| Worst drop · 1Y | −5.7% | −6.9% |
| Volatility · 1Y | 11.0% | 11.4% |
| Holdings | 29 | 102 |
| Assets | $523M | $118B |
| Leverage | None | None |
| Since | 2015 | 2011 |
Highlighted = best in the row. Returns include dividends.