WSGE yields 0.28% · SCHD yields 3.46%● Live data
📍 SCHD pulled ahead of the other in Year 1
Combined, WSGE + SCHD cover 0 of 12 months — good coverage
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What's the optimal mix of WSGE + SCHD for your $10,000?
WSGE is actively managed and invests in global equity securities, including common and preferred stocks, depositary receipts, and ETFs. The funds strategy combines a core allocation for broad global equity exposure and strategic factor-based allocations to improve risk-adjusted returns, targeting factors such as value, quality, size, momentum, low volatility, and income stability. Factor-based ETFs are selected for their low operating expenses and representation of specific factors or market capitalizations. Note, however, the possibility of the portfolio not representing every factor at the same time. The funds total number of constituents will depend on the sub-adviser's assessment and may vary accordingly. It may also hold cash equivalents, short-term US Treasury ETFs, or money market instruments as a tactical liquidity reserve to manage risk or take advantage of market opportunities. Investments may emphasize particular sectors, countries, or regions based on market conditions.
Full WSGE 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.