LSGR yields 0.05% · SCHD yields 3.46%● Live data
📍 SCHD pulled ahead of the other in Year 1
Combined, LSGR + SCHD cover 0 of 12 months — good coverage
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What's the optimal mix of LSGR + SCHD for your $10,000?
To access an experienced growth manager who seeks to maximize risk-adjusted returns. To pursue a traditional strategy of sustainable growth, supported by deep fundamental research capabilities. As an active US large-cap growth stock fund. Investment strategy focuses on high-quality businesses with sustainable competitive advantages.
Full LSGR 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.