HWAY yields 1.21% · SCHD yields 3.44%● Live data
📍 SCHD pulled ahead of the other in Year 1
Combined, HWAY + 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 HWAY + SCHD for your $10,000?
HWAY is a passively managed ETF with a broad infrastructure theme. The fund provides exposure to US companies that generate at least 50% of their revenue from business operations involved with building materials, equipment, logistics, construction, and engineering services used for the development and maintenance of infrastructure projects. The selection process begins with an index universe comprised of securities of various market capitalization, denominated and headquartered in the US, that meet market-cap and liquidity requirements. Only one share class of each company is included. The fund identifies companies meeting the infrastructure theme based on the FactSet RBICS industry classification of Transportation Infrastructure Construction, Transportation Operators, Telecommunication Infrastructure, Water and Energy Infrastructure, Infrastructure Materials and Components, Infrastructure Construction, and Construction Machinery. The fund selects the top 100 securities by market cap, setting a cap limit of 4.5%. The fund is rebalanced semi-annually.
Full HWAY 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.