JBBB yields 7.43% · SCHD yields 3.46%● Live data
📍 JBBB pulled ahead of the other in Year 1
Combined, JBBB + 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 JBBB + SCHD for your $10,000?
The fund will not invest more than 15% of its net assets in CLOs rated below investment grade (BB+ or lower) at the time of purchase by the fund, or if unrated, determined to be of comparable credit quality by the Adviser. It will invest primarily in CLOs that are U.S. dollar denominated. The fund may invest in derivatives only to mitigate (hedge) risks associated with the fund’s existing portfolio of CLOs.
Full JBBB 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.