SDGS yields 0.16% · SCHD yields 3.44%● Live data
📍 SCHD pulled ahead of the other in Year 1
Combined, SDGS + SCHD cover 0 of 12 months — good coverage
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What's the optimal mix of SDGS + SCHD for your $10,000?
The fund is an actively-managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing primarily in the equity securities of “Sustainable Development Companies,” which are defined as companies that adhere to one or more of the seventeen United Nations Sustainable Development Goals. Under normal market conditions, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of Sustainable Development Companies. It is non-diversified.
Full SDGS 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.