BASV yields 0.43% · SCHD yields 3.46%● Live data
📍 SCHD pulled ahead of the other in Year 1
Combined, BASV + SCHD cover 0 of 12 months — good coverage
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BASV invests in US large-cap companies using a proprietary approach that combines traditional valuation metrics with sustainability analysis. Stock selection targets those who generate stable free cash flow, exhibit strong financials, and trade at a discount to their intrinsic value. Key factors include earnings, cash flows, book value, sales, and growth relative to the companys history, industry, or the broader market. At the same time, integrating sustainability via the Sustainable Cash Flow Advantage (SCFA) framework, focusing on firms with strong practices in workforce management, operational efficiency, and products that drive environmental or social benefits. The fund typically holds 30 to 50 issuers. Up to 20% of the assets may be allocated to foreign securities, including emerging markets. Investments include common and preferred stocks, ADRs, REITs, convertibles, ETFs, BDCs, and private placements. The fund may hold undervalued cyclical companies.
Full BASV 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.