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RJVI and SCHD share 3.7% of their holdings.
| Side by side | RJVI | SCHD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.51% | 0.06% |
| Cost per year on $10k | $51 | $6 |
| Trailing 12-mo yield | 4.12% | 2.96% |
| Income per year on $10k | $412 | $296 |
| YTD | +1.4% | +33.0% |
| 1 year | +1.2% | +36.5% |
| 3 years · per year | — | +19.8% |
| 5 years · per year | — | +10.4% |
| Worst drop · 1Y | −4.2% | −6.9% |
| Volatility · 1Y | 4.3% | 11.4% |
| Holdings | 79 | 102 |
| Assets | $22M | $118B |
| Leverage | None | None |
| Since | 2025 | 2011 |
Highlighted = best in the row. Returns include dividends.