MSTB yields 0.43% · SCHD yields 3.44%● Live data
📍 SCHD pulled ahead of the other in Year 1
Combined, MSTB + 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 MSTB + SCHD for your $10,000?
The fund is an actively-managed ETF and seeks to achieve its objective principally by investing in instruments linked directly or indirectly to the performance and/or volatility of the S&P 500 Index based on quantitative analyses that seek to estimate the direction of the S&P 500. Under normal market conditions, the fund’s baseline exposure each day to the S&P 500 is approximately 100%, which the fund’s portfolio managers then adjust based on a quantitative method of analysis evaluating the movement of the VIX Index. The fund is non-diversified.
Full MSTB 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.