SCHD vs SOR
Schwab US Dividend Equity ETF vs Source Capital
Quick Verdict
SCHD offers more diversification with 100 holdings.
Lower Fees: TiedHigher Returns: TiedMore Diversified: SCHD
Side-by-Side Comparison
| Metric | SCHD | SOR | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | - | |
| AUM | $103.7B | - | |
| Dividend Yield | 3.31% | - | |
| Holdings | 104 | 0 | |
| YTD Return | +24.26% | - | |
| 1Y Return | +31.38% | - | |
| 3Y Return (annualized) | +15.08% | - | |
| 5Y Return (annualized) | +9.72% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | - | |
| Fund Family | Charles Schwab Asset Management | SOURCE CAPITAL /DE/ | |
| Category | Equity | - | |
| Inception | Oct 20, 2011 | - |
SCHD vs SOR Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Source Capital (SOR) is a ETF from SOURCE CAPITAL /DE/.
Risk: Volatility and Drawdowns
Frequently Asked Questions
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