IQM yields 2.40% · SCHD yields 3.46%● Live data
📍 SCHD pulled ahead of the other in Year 1
Combined, IQM + SCHD cover 0 of 12 months — good coverage
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What's the optimal mix of IQM + SCHD for your $10,000?
The fund seeks capital appreciation by investing in equity securities inside and outside of the United States, including developing or emerging markets. The fund invests in companies that are relevant to its investment theme of intelligent machines that the investment manager believes are substantially focused on/or are expected to substantially benefit from the ongoing technology-driven transformation of products, software, systems and machinery as well as product design, manufacture, logistics, distribution and maintenance, including through developments in artificial intelligence.
Full IQM 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.