SCHD vs SOR
SCHD vs SOR
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SCHD vs SOR
Schwab US Dividend Equity ETF vs Source Capital
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Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
Quick Verdict
SCHD offers more diversification with 103 holdings.
Lower Fees: TiedHigher Returns: TiedMore Diversified: SCHD
Side-by-Side Comparison
| Metric | SCHD | SOR | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | - | |
| AUM | $112.2B | - | |
| Dividend Yield | 3.13% | - | |
| Holdings | 103 | 0 | |
| YTD Return | +28.33% | - | |
| 1Y Return | +30.37% | - | |
| 3Y Return (annualized) | +16.64% | - | |
| 5Y Return (annualized) | +10.04% | - | |
| 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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