SCHD vs SWP
YTDYear to date
SCHD wins+29.7 pts
Past year
SCHD wins+33.9 pts
Fee
SCHD winslower fee
Yield
SWP wins+6.9 pts
AUM
SCHD814.0× more
3–1SCHD wins
SCHD and SWP · year-to-date · as of Nov 6, 2026 · AUM not scored
SWP vs S&P 500
YTD$26.67 · −4.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−4.1%−2.7%−6.9%+2.7%+4.8%——+21.4%
Peer average−2.2%−0.5%−2.8%+8.7%+12.2%+59.0%+49.2%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
SWP Investment Management SWP and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
SWP’s Holdings
TodayMSFT6.0%AAPL4.9%IBM4.0%NVDA3.9%META3.4%AVGO3.4%PM3.3%TJX2.9%GOOGL2.9%JPM2.9%URI2.9%EMR2.7%ABBV2.7%AZN2.7%LLY2.6%BX2.6%PLD2.6%MDT2.5%COR2.4%BDX2.3%BLK2.3%19 more
TechnologyFinancial ServicesHealthcareIndustrialsCommunication ServicesConsumer DefensiveOther
SWP Investment Management SWP · 41 holdings · tile size = share of the fund · as of Nov 5, 2026
All 402 Dividend Stocks ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | U.S. Dividend EquityReadDesk | 0.06% | 3.0% | +32.3% | +32.3% | $120B | |
| 2 | VIG | Dividend AppreciationReadDesk | 0.04% | 1.5% | +12.5% | +12.5% | $109B | |
| 3 | VYM | High Dividend YieldReadDesk | 0.04% | 2.3% | +13.3% | +13.3% | $78.9B | |
| 4 | DGRO | Core Dividend GrowthReadDesk | 0.08% | 1.9% | +17.2% | +17.2% | $44.9B | |
| 5 | CGDV | Capital Group Dividend ValueReadDesk | 0.33% | 1.3% | +9.7% | +9.7% | $39.5B | |
| 6 | RDVY | First Trust Rising Dividend AchieversReadDesk | 0.47% | 0.9% | +13.0% | +13.0% | $26.1B | |
| 7 | DVY | Select DividendReadDesk | 0.38% | 3.3% | +16.9% | +16.9% | $23.5B | |
| 8 | SDY | State Street SPDR S&P DividendReadDesk | 0.35% | 2.3% | +19.1% | +19.1% | $22.8B | |
| 9 | VYMI | International High Dividend YieldReadDesk | 0.07% | 3.7% | +15.8% | +15.8% | $21.4B | |
| 10 | BINC | Flexible Income ActiveReadDesk | 0.52% | 6.0% | +0.5% | +0.5% | $17.1B | |
| 11 | DGRW | WisdomTree U.S. Quality Dividend GrowthReadDesk | 0.28% | 1.3% | +8.9% | +8.9% | $16.9B | |
| 12 | HDV | Core High DividendReadDesk | 0.08% | 3.1% | +28.8% | +28.8% | $16.2B | |
| 13 | QQQI | NEOS Nasdaq-100 High IncomeReadDesk | 0.68% | 15.6% | +2.1% | +2.1% | $14.9B | |
| 14 | SPYI | Neos S&P 500(R) High IncomeReadDesk | 0.68% | 12.4% | +7.6% | +7.6% | $12.6B | |
| 15 | NOBL | ProShares - S&P 500 Dividend AristocratsReadDesk | 0.35% | 1.9% | +17.9% | +17.9% | $12.2B | |
| 16 | JPIE | JPMorgan IncomeReadDesk | 0.40% | 5.7% | +2.1% | +2.1% | $11.5B |
1–16 of 402Page 1 of 26
Dividend Stocks · current AUM · as of Nov 6, 2026
SWP Payouts by Year
3YLatest payout, Sep 2026
$0.57
a share · every quarter
9.8% yield
9.8% 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% | 3.0% | −2.2% | +32.3% | +38.7% | $120B | |
| 2 | VIG | Vanguard Dividend Appreciation ETFReadVersus | 0.04% | 1.5% | −3.3% | +12.5% | +15.2% | $109B | |
| 3 | VYM | Vanguard High Dividend Yield ETFReadVersus | 0.04% | 2.3% | −3.3% | +13.3% | +17.7% | $78.9B | |
| 4 | DGRO | iShares Core Dividend Growth ETFReadVersus | 0.08% | 1.9% | −2.8% | +17.2% | +21.2% | $44.9B | |
| 5 | CGDV | Capital Group Dividend Value ETFReadVersus | 0.33% | 1.3% | −4.3% | +9.7% | +13.2% | $39.5B | |
| 6 | SWP | Manager Directed Portfolios - SWP Growth & Income ETFThis fund | 0.99% | 9.8% | −4.1% | +2.7% | +4.8% | $148M |
#227 of 324 this year · #350 cheapest of 402 · sorted by assetsOpen the Income table →
SWP and its peer group · total return · as of Nov 6, 2026
Cards for This View
SWP’s Top 10 Holdings
Today37.4%of SWP sits in these 10
SWP Investment Management SWP · weight in the fund · as of Nov 5, 2026
SWP’s Holdings
TodayMSFT6.0%AAPL4.9%IBM4.0%NVDA3.9%META3.4%AVGO3.4%PM3.3%TJX2.9%GOOGL2.9%JPM2.9%URI2.9%EMR2.7%ABBV2.7%AZN2.7%LLY2.6%BX2.6%PLD2.6%MDT2.5%COR2.4%BDX2.3%BLK2.3%19 more
TechnologyFinancial ServicesHealthcareIndustrialsCommunication ServicesConsumer DefensiveOther
SWP Investment Management SWP · 41 holdings · tile size = share of the fund · as of Nov 5, 2026
SWP vs Peer Average
YTDSWPAvsBPeer average
1D−4.1%−2.2%
1M−2.7%−0.5%
3M−6.9%−2.8%
YTD+2.7%+8.7%
1Y+4.8%+12.2%
3Y[…]+59.0%
5Y[…]+49.2%
0–5Peer average wins
401 Dividend stocks peers · each row scaled to its leader