JGRO yields 0.17% · SCHD yields 3.44%● Live data
📍 SCHD pulled ahead of the other in Year 1
Combined, JGRO + 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 JGRO + SCHD for your $10,000?
The fund will invest primarily in equity securities of U.S. large-capitalization companies, but the adviser has discretion to invest in securities across the whole market capitalization spectrum, including securities of mid-capitalization and small-capitalization companies. In implementing its main strategies, the fund invests primarily in common stocks. To the extent the fund uses derivatives, the fund will primarily use futures contracts to more effectively gain targeted equity exposure from its cash positions. It is non-diversified.
Full JGRO 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.