SABTX yields 3.79% · VYM yields 2.41%● Live data
📍 VYM pulled ahead of the other in Year 1
Combined, SABTX + VYM 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 SABTX + VYM for your $10,000?
The fund pursues its goal by generally investing in a broad and diverse group of readily marketable equity securities of large and mid cap U.S. companies listed on a securities exchange in the United States that is deemed appropriate by Dimensional Fund Advisors LP (the "Sub-Adviser"), that the Sub-Adviser believes are "value" stocks at the time of investment. It will invest at least 80% of its net assets in U.S. securities. The fund may lend its portfolio securities to generate additional income.
Full SABTX Calculator →Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.
Full VYM 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.