Home › Compare › WVALX vs SCHD
WVALX yields 24.83% · SCHD yields 3.44%● Live data
📍 WVALX pulled ahead of the other in Year 1
Combined, WVALX + 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 WVALX + SCHD for your $10,000?
Under normal circumstances, the fund will invest the majority of its assets in common stock of larger companies. The Adviser considers larger companies to be issuers with market capitalizations equal to or greater than the median company in the Russell 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.
Full WVALX 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.