BYRE yields 2.68% · SCHD yields 3.46%● Live data
📍 SCHD pulled ahead of the other in Year 1
Combined, BYRE + SCHD cover 0 of 12 months — good coverage
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What's the optimal mix of BYRE + SCHD for your $10,000?
An actively managed REIT ETF with a dual objective of attractive excess total returns and durable income. A portfolio of primarily US real estate securities but with the flexibility to invest opportunistically in compelling non-US real estate securities. A natural extension of our successful flagship REIT mutual funds; BYRE is differentiated by an emphasis on higher tracking error and income targets.
Full BYRE 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.