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TDVG and SCHD share 9.5% of their holdings.
| Side by side | TDVG | SCHD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.50% | 0.06% |
| Cost per year on $10k | $50 | $6 |
| Trailing 12-mo yield | 0.96% | 2.96% |
| Income per year on $10k | $96 | $296 |
| YTD | +14.2% | +33.0% |
| 1 year | +15.6% | +36.5% |
| 3 years · per year | +18.4% | +19.8% |
| 5 years · per year | +9.9% | +10.4% |
| Worst drop · 1Y | −7.2% | −6.9% |
| Volatility · 1Y | 9.6% | 11.4% |
| Holdings | 103 | 102 |
| Assets | $1.3B | $118B |
| Leverage | None | None |
| Since | 2020 | 2011 |
Highlighted = best in the row. Returns include dividends.