HEJD yields 3.78% · SCHD yields 3.44%● Live data
📍 SCHD pulled ahead of the other in Year 1
Combined, HEJD + 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 HEJD + SCHD for your $10,000?
About HEJD Invests in U.S. dividend-paying stocks while shorting highly correlated equity index futures, in an effort to offset market risk providing a consistent hedge that is adjusted with market movements. Seeks equity market participation with risk mitigation designed to reduce volatility and downside capture relative to traditional long-only strategies. Offers diversification by providing modest correlation to the U.S. equity market and low correlation to fixed income. Seeks income in addition to its main objective of providing capital appreciation. A highly systematic, transparent and liquid alternative investment with active oversight.
Full HEJD 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.