Home › Compare › WEMMX vs SCHD
WEMMX yields 21.77% · SCHD yields 3.44%● Live data
📍 WEMMX pulled ahead of the other in Year 1
Combined, WEMMX + 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 WEMMX + SCHD for your $10,000?
The fund primarily invests in common stocks of smaller companies that have a market capitalization of $500 million or less at the time of the fund's initial investment. It focuses on micro-cap companies which appear to be underpriced relative to their "private market value." Private market value is the value which the sub-adviser believes informed investors would be willing to pay to acquire a company. The fund may also invest up to 25% of its total assets in foreign securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs").
Full WEMMX 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.