DNI vs SCHD

DNI vs SCHD
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Quick Verdict

SCHD offers more diversification with 104 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricDNISCHDWinner
Expense Ratio-0.06%
AUM-$108.7B
Dividend Yield-3.13%
Holdings0104
YTD Return-+28.63%
1Y Return-+32.53%
3Y Return (annualized)-+16.97%
5Y Return (annualized)-+10.47%
Volatility (annualized)-13.7%
Max Drawdown--33.4%
Fund FamilyBexil Investment TrustCharles Schwab Asset Management
Category-Equity
Inception-Oct 20, 2011

DNI vs SCHD Performance

BEXIL INVESTMENT TRUST (DNI) is a ETF from Bexil Investment Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management.

Frequently Asked Questions

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