AVDG yields 7.77% · SCHD yields 3.46%● Live data
📍 AVDG pulled ahead of the other in Year 1
Combined, AVDG + SCHD cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of AVDG + SCHD for your $10,000?
The index is a proprietary index that was created by the advisor to seek to provide long-term risk adjusted outperformance of the S&P 500 ESG Index. The fund will generally invest substantially all, but at least 80% of its net assets in component securities of the index. In seeking to track the index, the fund will generally invest in all of the securities comprising the index in proportion to the weightings in the index. The fund is non-diversified.
Full AVDG Calculator →The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index.
Full SCHD Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.