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FLQL and SCHX share 55.5% of their holdings.
| Side by side | FLQL | SCHX |
|---|---|---|
| Strategy | Low-Cost Core · US large cap | Low-Cost Core · US large cap |
| Expense ratio | 0.15% | 0.03% |
| Cost per year on $10k | $15 | $3 |
| Trailing 12-mo yield | 1.06% | 1.03% |
| Income per year on $10k | $106 | $103 |
| YTD | +13.3% | +13.5% |
| 1 year | +13.0% | +12.7% |
| 3 years · per year | +23.6% | +23.5% |
| 5 years · per year | +13.6% | +12.0% |
| Worst drop · 1Y | −9.0% | −9.0% |
| Volatility · 1Y | 14.1% | 12.8% |
| Holdings | 257 | 754 |
| Assets | $2.2B | $74.8B |
| Leverage | None | None |
| Since | 2017 | 2009 |
Highlighted = best in the row. Returns include dividends.