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Save view, at the bottom, keeps this one here SCHD and BINC · year-to-date · as of Nov 13, 2026 · AUM not scored
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return−0.1%+0.1%−1.5%0.0%+0.7%+18.9%—+21.8%
Peer average−0.1%−0.3%−2.3%+9.8%+11.0%+56.0%+48.8%—
S&P 500 · VOO−0.4%−2.3%−2.1%+11.5%+11.6%+79.3%+72.7%+816.2%
iShares BINC and Vanguard VOO · total return, dividends in · as of Nov 13, 2026
UMBS 30YR TBA(Umbs 30yr Tba(reg A) 5.50% 12/10/2026 (um30)4.5%
TREASURY NOT4.3%
TREASURY BIL3.9%
UMBS 30YR TB3.4%
BLACKROCK CA3.0%
UMBS 30YR TB2.2%
CASH COLLATE1.7%
ISHARES IBOX1.0%
UMBS 30YR TB0.9%
EUR/USD 12/10.9%
ISHARES IBOX0.9%
COMPUTE FINA0.7%
UMBS 30YR TB0.7%
ITALY (REPUB0.7%
MORGAN STANL0.6%
CATURUS 1L N0.5%
UMBS 30YR TB0.5%
BRAZIL FEDER0.5%
FRANCE (REPU0.4%
ITALY (REPUB0.4%
ITALY (REPUB0.4%
SPAIN (KINGD
UMBS 30YR TBA(Umbs 30yr Tba(reg A) 5.50% 12/10/2026 (um30)4.5%TREASURY NOT4.3%TREASURY BIL3.9%UMBS 30YR TB3.4%BLACKROCK CA3.0%UMBS 30YR TB2.2%CASH COLLATE1.7%ISHARES IBOX1.0%UMBS 30YR TB0.9%EUR/USD 12/10.9%ISHARES IBOX0.9%COMPUTE FINA0.7%
iShares BINC · 4,204 holdings · top 22 shown · tile size = share of the fund · as of Nov 12, 2026
+17.0%
+72.6%
$78.9B
Core Dividend Growth
+19.9%
+70.5%
$46.0B
Capital Group Dividend Value
+12.3%
new
$39.0B
First Trust Rising Dividend Achievers
+15.4%
+68.9%
$25.8B
Select Dividend
+18.7%
+62.5%
$23.8B
State Street SPDR S&P Dividend
+20.2%
+48.3%
$22.6B
International High Dividend Yield
+17.0%
+87.6%
$21.4B
WisdomTree U.S. Quality Dividend Growth
+10.9%
+68.2%
$17.5B
Flexible Income Active
0.0%
new
$17.2B
Core High Dividend
+30.6%
+87.0%
$16.6B
NEOS Nasdaq-100 High Income
+6.8%
new
$15.0B
Neos S&P 500(R) High Income
+10.4%
new
$12.7B
ProShares - S&P 500 Dividend Aristocrats
+18.9%
+41.3%
$12.3B
JPMorgan Income
+1.4%
+17.2%
$11.5B
Dividend Stocks · current AUM · as of Nov 13, 2026
−0.1%
+17.0%
+18.3%
$78.9B
iShares Core Dividend Growth ETF
+0.2%
+19.9%
+21.1%
$46.0B
Capital Group Dividend Value ETF
−0.4%
+12.3%
+13.2%
$39.0B
iShares Flexible Income Active ETF
−0.1%
0.0%
+0.7%
$17.2B
#267 of 324 this year · #176 cheapest of 402 · sorted by assets
BINC and its peer group · total return · as of Nov 13, 2026
2
TREASU
Treasury Note (2old) 4.13% 08/31/2028 (tnote)
4.29%
3TREASUTreasury Bill 11/24/2026 (tbill)3.94%
4UMBS 3Umbs 30yr Tba(reg A) 3.50% 12/10/2026 (um30)3.42%
5BLACKRBlackrock Cash Cl Inst Sl Agency3.01%
6UMBS 3Umbs 30yr Tba(reg A) 6.00% 12/10/2026 (um30)2.20%
7CASH CCash Collateral Morgan Stanley & C 12/31/2079 (msopt)1.66%
8ISHAREIshares Iboxx $ Inv Grade Corporat0.98%
9UMBS 3Umbs 30yr Tba(reg A) 3.00% 12/10/2026 (um30)0.91%
10EUR/USEUR/ 12/16/2026 (EUR)0.91%
iShares BINC · weight in the fund · as of Nov 12, 2026
UMBS 30YR TBA(Umbs 30yr Tba(reg A) 5.50% 12/10/2026 (um30)4.5%TREASURY NOT4.3%TREASURY BIL3.9%UMBS 30YR TB3.4%BLACKROCK CA3.0%UMBS 30YR TB2.2%CASH COLLATE1.7%ISHARES IBOX1.0%UMBS 30YR TB0.9%EUR/USD 12/10.9%ISHARES IBOX0.9%COMPUTE FINA0.7%UMBS 30YR TB0.7%ITALY (REPUB0.7%MORGAN STANL0.6%CATURUS 1L N0.5%UMBS 30YR TB0.5%BRAZIL FEDER0.5%FRANCE (REPU0.4%ITALY (REPUB0.4%ITALY (REPUB0.4%SPAIN (KINGD
UMBS 30YR TBA(Umbs 30yr Tba(reg A) 5.50% 12/10/2026 (um30)4.5%TREASURY NOT4.3%TREASURY BIL3.9%UMBS 30YR TB3.4%BLACKROCK CA3.0%UMBS 30YR TB2.2%
iShares BINC · 4,204 holdings · top 22 shown · tile size = share of the fund · as of Nov 12, 2026
+3.1 pts
SCHD and BINC · year-to-date · as of Nov 13, 2026 · AUM not scored
BINCAvsBPeer average
1D−0.1%−0.1%
1M+0.1%−0.3%
3M−1.5%−2.3%
YTD0.0%+9.8%
1Y+0.7%+11.0%
3Y+18.9%+56.0%
5Y[…]+48.8%
3–3level
401 Dividend stocks peers · each row scaled to its leader
CASH COLLATE1.7%
ISHARES IBOX1.0%
UMBS 30YR TB0.9%
EUR/USD 12/10.9%
ISHARES IBOX0.9%
COMPUTE FINA0.7%