SCHD vs SWP
YTDYear to date
SCHD wins+28.3 pts
Past year
SCHD wins+33.0 pts
Fee
SCHD winslower fee
Yield
SWP wins+6.5 pts
AUM
SCHD836.6× more
3–1SCHD wins
SCHD and SWP · year-to-date · as of Nov 5, 2026 · AUM not scored
SWP vs S&P 500
5Y$27.80 · +1.6% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return+1.6%+0.5%−2.5%+7.0%+8.6%——+26.6%
Peer average+1.3%+1.1%−0.2%+11.0%+13.9%+63.0%+52.8%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
SWP Investment Management SWP and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
SWP’s Holdings
TodayMSFT5.7%AAPL4.7%NVDA4.1%IBM4.0%AVGO3.5%META3.4%PM3.3%URI3.0%GOOGL2.8%TJX2.8%JPM2.8%EMR2.7%LLY2.7%AZN2.6%ABBV2.6%PLD2.6%BX2.5%COR2.4%MDT2.3%RTX2.3%AXP2.2%19 more
TechnologyFinancial ServicesHealthcareIndustrialsCommunication ServicesConsumer DefensiveOther
SWP Investment Management SWP · 41 holdings · tile size = share of the fund · as of Nov 4, 2026
All 402 Dividend Stocks ETFs
5Y| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | U.S. Dividend EquityReadDesk | 0.06% | 2.9% | +35.3% | +68.8% | $121B | |
| 2 | VIG | Dividend AppreciationReadDesk | 0.04% | 1.4% | +16.4% | +70.1% | $109B | |
| 3 | VYM | High Dividend YieldReadDesk | 0.04% | 2.2% | +17.2% | +77.4% | $78.9B | |
| 4 | DGRO | Core Dividend GrowthReadDesk | 0.08% | 1.8% | +20.6% | +75.7% | $45.1B | |
| 5 | CGDV | Capital Group Dividend ValueReadDesk | 0.33% | 1.2% | +14.6% | new | $38.8B | |
| 6 | RDVY | First Trust Rising Dividend AchieversReadDesk | 0.47% | 0.8% | +17.5% | +77.4% | $25.7B | |
| 7 | DVY | Select DividendReadDesk | 0.38% | 3.3% | +19.0% | +66.5% | $23.6B | |
| 8 | SDY | State Street SPDR S&P DividendReadDesk | 0.35% | 2.3% | +20.8% | +54.0% | $22.6B | |
| 9 | VYMI | International High Dividend YieldReadDesk | 0.07% | 3.6% | +18.1% | +89.9% | $21.4B | |
| 10 | DGRW | WisdomTree U.S. Quality Dividend GrowthReadDesk | 0.28% | 1.2% | +13.0% | +76.3% | $16.9B | |
| 11 | BINC | Flexible Income ActiveReadDesk | 0.52% | 6.0% | +0.5% | new | $16.8B | |
| 12 | HDV | Core High DividendReadDesk | 0.08% | 3.1% | +31.0% | +91.2% | $16.2B | |
| 13 | QQQI | NEOS Nasdaq-100 High IncomeReadDesk | 0.68% | 14.7% | +8.2% | new | $14.7B | |
| 14 | SPYI | Neos S&P 500(R) High IncomeReadDesk | 0.68% | 11.9% | +11.5% | new | $12.4B | |
| 15 | NOBL | ProShares - S&P 500 Dividend AristocratsReadDesk | 0.35% | 1.9% | +19.6% | +46.8% | $12.0B | |
| 16 | PFF | Preferred and Income SecuritiesReadDesk | 0.45% | 5.7% | −2.9% | −0.9% | $11.6B |
1–16 of 402Page 1 of 26
Dividend Stocks · current AUM · as of Nov 5, 2026
SWP Payouts by Year
3YLatest payout, Sep 2026
$0.57
a share · every quarter
9.4% yield
9.4% yield
3 years added up
$3.50 a share
$3.50 a share
SWP Investment Management SWP · per-share distributions by ex-date · 2024–2026
SWP’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab U.S. Dividend Equity ETFReadVersus | 0.06% | 2.9% | +1.9% | +35.3% | +41.6% | $121B | |
| 2 | VIG | Vanguard Dividend Appreciation ETFReadVersus | 0.04% | 1.4% | +2.1% | +16.4% | +18.9% | $109B | |
| 3 | VYM | Vanguard High Dividend Yield ETFReadVersus | 0.04% | 2.2% | +1.2% | +17.2% | +21.2% | $78.9B | |
| 4 | DGRO | iShares Core Dividend Growth ETFReadVersus | 0.08% | 1.8% | +2.2% | +20.6% | +24.5% | $45.1B | |
| 5 | CGDV | Capital Group Dividend Value ETFReadVersus | 0.33% | 1.2% | +1.4% | +14.6% | +17.5% | $38.8B | |
| 6 | SWP | Manager Directed Portfolios - SWP Growth & Income ETFThis fund | 0.99% | 9.4% | +1.6% | +7.0% | +8.6% | $145M |
#213 of 324 this year · #349 cheapest of 402 · sorted by assetsOpen the Income table →
SWP and its peer group · total return · as of Nov 5, 2026
Cards for This View
SWP’s Top 10 Holdings
Today37.3%of SWP sits in these 10
SWP Investment Management SWP · weight in the fund · as of Nov 4, 2026
SWP’s Holdings
TodayMSFT5.7%AAPL4.7%NVDA4.1%IBM4.0%AVGO3.5%META3.4%PM3.3%URI3.0%GOOGL2.8%TJX2.8%JPM2.8%EMR2.7%LLY2.7%AZN2.6%ABBV2.6%PLD2.6%BX2.5%COR2.4%MDT2.3%RTX2.3%AXP2.2%19 more
TechnologyFinancial ServicesHealthcareIndustrialsCommunication ServicesConsumer DefensiveOther
SWP Investment Management SWP · 41 holdings · tile size = share of the fund · as of Nov 4, 2026
SWP vs Peer Average
YTDSWPAvsBPeer average
1D+1.6%+1.3%
1M+0.5%+1.1%
3M−2.5%−0.2%
YTD+7.0%+11.0%
1Y+8.6%+13.9%
3Y[…]+63.0%
5Y[…]+52.8%
1–4Peer average wins
401 Dividend stocks peers · each row scaled to its leader