SECR Desk | ETF Tracker

SCHD vs SECR

YTD

SCHDSchwabSECRNY Life Investments

Year to date

+34.2%

−1.6%

SCHD wins+35.8 pts

Past year

+36.8%

−1.4%

SCHD wins+38.2 pts

Fee

0.06%

0.40%

SCHD winslower fee

Yield

2.9%

6.6%

SECR wins+3.6 pts

AUM

$123B

$162M

SCHD and SECR · year-to-date · as of Nov 12, 2026 · AUM not scored

SECR vs S&P 500

1Y$24.25 · −0.5% last session

Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg + Add a fund

All 401 Dividend Stocks ETFs

YTD

#
1	SCHD	U.S. Dividend EquityRead Desk	0.06%	2.9%	+34.2%	+34.2%	$123B
2	VIG	Dividend AppreciationRead Desk	0.04%	1.4%	+16.0%	+16.0%	$109B
3	VYM	High Dividend YieldRead Desk	0.04%	2.2%
4		Read Desk	0.08%	1.8%
5		Read Desk	0.33%	1.2%
6		Read Desk	0.47%	0.9%
7		Read Desk	0.38%	3.3%
8		Read Desk	0.35%	2.3%
9		Read Desk	0.07%	3.6%
10		Read Desk	0.52%	6.1%
11		Read Desk	0.28%	1.2%
12		Read Desk	0.08%	3.1%
13		Read Desk	0.68%	14.8%
14		Read Desk	0.68%	12.0%
15		Read Desk	0.35%	1.9%
16		Read Desk	0.40%	5.7%

1–16 of 401

SECR’s Peers

YTDDividend Stocks · 6 largest

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Versus	0.06%	2.9%	−0.2%	+34.2%	+36.8%	$123B
2	VIG	Vanguard Dividend Appreciation ETFRead Versus	0.04%	1.4%	0.0%	+16.0%	+16.9%	$109B
3	VYM	Vanguard High Dividend Yield ETFRead Versus	0.04%	2.2%
4		Read Versus	0.08%	1.8%
5		Read Versus	0.33%	1.2%
6		This fund	0.40%	6.6%

Cards for This View

SECR’s Top 10 Holdings

Today

15.5%of SECR sits in these 10

1Fnma 3Fnma 30yr Pool#ma4562 2.000% 01-mar-20522.14%

SCHD vs SECR

YTD

SCHDSchwabSECRNY Life Investments

Year to date

+34.2%

−1.6%

SCHD wins+35.8 pts

Past year

+36.8%

−1.4%

SCHD wins+38.2 pts

Fee

0.06%

0.40%

SCHD winslower fee

Yield

2.9%

6.6%

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SCHD vs SECR

SECR vs S&P 500

SECR’s Holdings

All 401 Dividend Stocks ETFs

SECR Payouts by Year

SECR’s Peers

Cards for This View

SECR’s Top 10 Holdings

SCHD vs SECR

SECR’s Holdings

SECR vs Peer Average