BLGR yields 0.28% · SCHD yields 3.44%● Live data
📍 SCHD pulled ahead of the other in Year 1
Combined, BLGR + SCHD cover 0 of 12 months — good coverage
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What's the optimal mix of BLGR + SCHD for your $10,000?
BLGR seeks capital growth by investing in unaffiliated ETFs with exposure to large-cap growth companies. The underlying funds may be passively or actively managed, investing in US and/or non-US equities that appear to have above-average growth rates for earnings, sales, or cash flow. The fund employs a top-down approach, utilizing macro analysis. Through a fundamental analysis, the fund then employs bottom-up research to select investments. The sub-adviser identifies and determines the desired allocation mix and return profile, selecting funds believed to represent an asset class, are reasonably priced, and reflect relative performance when compared to similar ETFs. In assessing actively managed ETFs, the fund-of-funds performs additional analysis of the quality and tenure of an underlying funds management. As an actively managed ETF, the fund manager has full discretion to adjust the portfolio at any time.
Full BLGR 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.