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SCHA and SCDV share 3.0% of their holdings.
| Side by side | SCHA | SCDV |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Income · Dividend stocks |
| Expense ratio | 0.03% | 0.70% |
| Cost per year on $10k | $3 | $70 |
| Trailing 12-mo yield | 1.12% | 0.42% |
| Income per year on $10k | $112 | $42 |
| YTD | +16.9% | +10.5% |
| 1 year | +19.8% | +8.4% |
| 3 years · per year | +21.3% | — |
| 5 years · per year | +6.1% | — |
| Worst drop · 1Y | −11.2% | −11.4% |
| Volatility · 1Y | 18.6% | 15.6% |
| Holdings | 1,748 | 36 |
| Assets | $22.0B | $148M |
| Leverage | None | None |
| Since | 2009 | 2024 |
Highlighted = best in the row. Returns include dividends.