Home › Compare › GWSVX vs SCHD
GWSVX yields 3.74% · SCHD yields 3.46%● Live data
📍 SCHD pulled ahead of the other in Year 1
Combined, GWSVX + 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 GWSVX + SCHD for your $10,000?
The investment seeks to provide a high level of capital appreciation. Under normal circumstances, the fund will invest in a concentrated portfolio of twenty-five to thirty-five equity securities. It could potentially invest up to 50% of its net assets in five securities that represent the largest, and thus the highest conviction, positions. The balance of the fund’s net assets not so invested will be held in short term high grade investments or cash and cash equivalents. It is non-diversified.
Full GWSVX 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.