Loading…
Getting the latest data.
Your desk · 0 saved viewsOpen
Save view, at the bottom, keeps this one here SCHD and SECR · year-to-date · as of Nov 11, 2026 · AUM not scored
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return−0.3%+1.2%−1.7%−1.1%−0.7%——+11.7%
Peer average+0.5%+0.4%−2.0%+10.3%+12.4%+55.5%+49.8%—
S&P 500 · VOO+1.3%−2.4%−2.1%+12.3%+12.8%+81.3%+75.3%+822.8%
NY Life Investments SECR and Vanguard VOO · total return, dividends in · as of Nov 11, 2026
Fnma 30yr PoolFnma 30yr Pool#ma4562 2.000% 01-mar-20522.1%
Fhlmc 30yr P2.0%
Fnma 30yr Po1.8%
Fhlmc 30yr P1.6%
Fnma 30yr Po1.5%
Fhlmc 30yr P1.5%
Fnma 30yr Po1.3%
Fhlmc 30yr P1.2%
Fnma 30yr Po1.2%
Fnma 30yr Po1.1%
Fnma 30yr Po1.1%
Fnma 30yr Po1.1%
Gnma Ii 30yr0.9%
Fhlmc 30yr P0.8%
Fnma 30yr Po0.8%
Fnma 30yr Po0.7%
GSMBS 2022-P0.7%
Fnma 30yr Po0.7%
Fnma 30yr Po0.7%
Fhlmc 30yr P0.7%
Fhlmc 30yr P0.7%
SEASONED CRE0.7%
Fnma 30yr PoolFnma 30yr Pool#ma4562 2.000% 01-mar-20522.1%Fhlmc 30yr P2.0%Fnma 30yr Po1.8%Fhlmc 30yr P1.6%Fnma 30yr Po1.5%Fhlmc 30yr P1.5%Fnma 30yr Po1.3%Fhlmc 30yr P1.2%Fnma 30yr Po1.2%Fnma 30yr Po1.1%Fnma 30yr Po1.1%Fnma 30yr Po1.1%
NY Life Investments SECR · 441 holdings · top 22 shown · tile size = share of the fund · as of Nov 11, 2026
+17.0%
+73.2%
$78.9B
Core Dividend Growth
+19.8%
+71.0%
$45.7B
Capital Group Dividend Value
+13.5%
new
$38.8B
First Trust Rising Dividend Achievers
+16.3%
+71.8%
$25.6B
Select Dividend
+18.4%
+62.9%
$23.7B
State Street SPDR S&P Dividend
+20.2%
+48.8%
$22.6B
International High Dividend Yield
+17.0%
+87.1%
$21.4B
Flexible Income Active
+0.5%
new
$17.1B
WisdomTree U.S. Quality Dividend Growth
+11.5%
+70.4%
$16.6B
Core High Dividend
+29.6%
+85.4%
$16.4B
NEOS Nasdaq-100 High Income
+8.1%
new
$14.8B
Neos S&P 500(R) High Income
+11.0%
new
$12.6B
ProShares - S&P 500 Dividend Aristocrats
+18.7%
+41.5%
$12.3B
JPMorgan Income
+1.9%
+17.3%
$11.6B
Dividend Stocks · current AUM · as of Nov 11, 2026
+0.9%
+17.0%
+19.9%
$78.9B
iShares Core Dividend Growth ETF
+0.5%
+19.8%
+22.9%
$45.7B
Capital Group Dividend Value ETF
+1.2%
+13.5%
+15.0%
$38.8B
NYLI MacKay Securitized Income ETF
−0.3%
−1.1%
−0.7%
$163M
#295 of 324 this year · #107 cheapest of 404 · sorted by assets
SECR and its peer group · total return · as of Nov 12, 2026
2
Fhlmc
Fhlmc 30yr Pool#sd8199 2.000% 01-mar-2052
1.98%
3Fnma 3Fnma 30yr Pool#ma4492 2.000% 01-dec-20511.85%
4Fhlmc Fhlmc 30yr Pool#sd4958 2.000% 01-jun-20521.60%
5Fnma 3Fnma 30yr Pool#fs8105 2.000% 01-oct-20521.50%
6Fhlmc Fhlmc 30yr Pool#sd8266 4.500% 01-nov-20521.49%
7Fnma 3Fnma 30yr Pool#ma5353 5.500% 01-may-20541.34%
8Fhlmc Fhlmc 30yr Pool#sd8506 5.500% 01-feb-20551.25%
9Fnma 3Fnma 30yr Pool#ma4438 2.500% 01-oct-20511.24%
10Fnma 3Fnma 30yr Pool#ma4624 3.000% 01-jun-20521.15%
NY Life Investments SECR · weight in the fund · as of Nov 11, 2026
Fnma 30yr PoolFnma 30yr Pool#ma4562 2.000% 01-mar-20522.1%Fhlmc 30yr P2.0%Fnma 30yr Po1.8%Fhlmc 30yr P1.6%Fnma 30yr Po1.5%Fhlmc 30yr P1.5%Fnma 30yr Po1.3%Fhlmc 30yr P1.2%Fnma 30yr Po1.2%Fnma 30yr Po1.1%Fnma 30yr Po1.1%Fnma 30yr Po1.1%Gnma Ii 30yr0.9%Fhlmc 30yr P0.8%Fnma 30yr Po0.8%Fnma 30yr Po0.7%GSMBS 2022-P0.7%Fnma 30yr Po0.7%Fnma 30yr Po0.7%Fhlmc 30yr P0.7%Fhlmc 30yr P0.7%SEASONED CRE0.7%
Fnma 30yr PoolFnma 30yr Pool#ma4562 2.000% 01-mar-20522.1%Fhlmc 30yr P2.0%Fnma 30yr Po1.8%Fhlmc 30yr P1.6%Fnma 30yr Po1.5%Fhlmc 30yr P1.5%Fnma 30yr Po1.3%
NY Life Investments SECR · 441 holdings · top 22 shown · tile size = share of the fund · as of Nov 11, 2026
SECR wins
+3.6 pts
SCHD and SECR · year-to-date · as of Nov 11, 2026 · AUM not scored
SECRAvsBPeer average
1D−0.3%+0.5%
1M+1.2%+0.4%
3M−1.7%−2.0%
YTD−1.1%+10.3%
1Y−0.7%+12.4%
3Y[…]+55.5%
5Y[…]+49.8%
2–3Peer average wins
403 Dividend stocks peers · each row scaled to its leader
Fhlmc 30yr P1.2%
Fnma 30yr Po1.2%
Fnma 30yr Po1.1%
Fnma 30yr Po1.1%
Fnma 30yr Po1.1%