SCHD vs SOR
Schwab US Dividend Equity ETF vs Source Capital
Which is better, SCHD or SOR?
We do not have enough on SCHD and SOR to separate them.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SCHD | SOR |
|---|---|---|
| Expense Ratio | 0.06% | - |
| AUM | $112.1B | - |
| Dividend Yield | 3.00% | - |
| Holdings | 103 | - |
| YTD Price Return | +20.01% | - |
| 1Y Price Return | +21.46% | - |
| 3Y Price Return (annualized) | +11.80% | - |
| 5Y Price Return (annualized) | +5.81% | - |
| Volatility (annualized) | 13.8% | - |
| Max Drawdown | -33.4% | - |
| Fund Family | Charles Schwab Asset Management | SOURCE CAPITAL /DE/ |
| Category | Equity | - |
| Style | Large Cap Value | - |
| Inception | Oct 20, 2011 | - |
Not shown on this pair: $10,000 over the window, Top 10 Weight.
Returns are price returns and exclude distributions, because our data feed carries no adjusted close for SOR. We have no price series for SOR, so there is nothing to compare it against.
SCHD vs SOR Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Source Capital (SOR) is an ETF from SOURCE CAPITAL /DE/.
Past performance does not guarantee future results.
You are not choosing between two funds in isolation.
Whichever of SCHD and SOR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Is SOR better than SCHD?
We hold very little data on SCHD and SOR, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.