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EIPI and SCHD share 4.6% of their holdings.
| Side by side | EIPI | SCHD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 1.11% | 0.06% |
| Cost per year on $10k | $111 | $6 |
| Trailing 12-mo yield | 6.61% | 2.94% |
| Income per year on $10k | $661 | $294 |
| YTD | +20.1% | +34.1% |
| 1 year | +23.2% | +39.3% |
| 3 years · per year | — | +20.8% |
| 5 years · per year | — | +10.5% |
| Worst drop · 1Y | −6.7% | −6.9% |
| Volatility · 1Y | 10.8% | 11.3% |
| Holdings | 121 | 102 |
| Assets | $1.1B | $121B |
| Leverage | None | None |
| Since | 2011 | 2011 |
Highlighted = best in the row. Returns include dividends.