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SWP and SCHD share 2.7% of their holdings.
| Side by side | SWP | SCHD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.99% | 0.06% |
| Cost per year on $10k | $99 | $6 |
| Trailing 12-mo yield | 9.42% | 2.96% |
| Income per year on $10k | $942 | $296 |
| YTD | +7.0% | +33.0% |
| 1 year | +8.0% | +36.5% |
| 3 years · per year | — | +19.8% |
| 5 years · per year | — | +10.4% |
| Worst drop · 1Y | −10.0% | −6.9% |
| Volatility · 1Y | 12.1% | 11.4% |
| Holdings | 41 | 102 |
| Assets | $146M | $118B |
| Leverage | None | None |
| Since | 2024 | 2011 |
Highlighted = best in the row. Returns include dividends.