SIMSX yields 19.96% · HDV yields 2.92%● Live data
📍 SIMSX pulled ahead of the other in Year 1
Combined, SIMSX + HDV 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 SIMSX + HDV for your $10,000?
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the securities of underlying funds that, by the terms of their prospectuses, focus on making investments in issuers that are either based, operated or primarily operated in the U.S. or listed on a U.S. exchange or marketplace. The fund will generally invest approximately 75% of its net assets in underlying funds that are advised by Dimensional Fund Advisors LP and that provide the requisite portfolio exposure to specific investment factors.
Full SIMSX Calculator →The iShares Core High Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
Full HDV 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.