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NUDV and SCHD share 18.8% of their holdings.
| Side by side | NUDV | SCHD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.26% | 0.06% |
| Cost per year on $10k | $26 | $6 |
| Trailing 12-mo yield | 2.22% | 2.96% |
| Income per year on $10k | $222 | $296 |
| YTD | +16.8% | +33.0% |
| 1 year | +20.0% | +36.5% |
| 3 years · per year | +19.5% | +19.8% |
| 5 years · per year | +9.5% | +10.4% |
| Worst drop · 1Y | −6.7% | −6.9% |
| Volatility · 1Y | 10.4% | 11.4% |
| Holdings | 84 | 102 |
| Assets | $56M | $118B |
| Leverage | None | None |
| Since | 2021 | 2011 |
Highlighted = best in the row. Returns include dividends.