HOMZ yields 2.85% · SCHD yields 3.46%● Live data
📍 SCHD pulled ahead of the other in Year 1
Combined, HOMZ + 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 HOMZ + SCHD for your $10,000?
The index is a rules-based index composed of 100 companies that collectively represent the performance of the U.S. residential housing industry. Normally at least 80% of the fund’s net assets will be invested in real estate and housing-related companies. It will generally use a “replication” strategy to achieve its investment objective, meaning it generally will invest in all of the component securities of the index in approximately the same proportion as in the index.
Full HOMZ 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.