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SCHD wins
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return−0.8%——————−0.7%
Peer average−0.6%+0.5%−2.6%+9.8%+11.3%+55.4%+49.2%—
S&P 500 · VOO−0.3%−1.6%−2.2%+11.9%+12.1%+80.1%+73.9%+819.7%
William Blair WINC and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
S51907141 IRS S51907141 Irs R F 4.35000 251907141_fix Ccpois8.0%
S98819230 IR7.9%
S98819233 IR3.5%
Cash and oth3.1%
S56566449 IR3.1%
S98819242 IR3.0%
B53363677 IR2.4%
UKRAINE GOVE1.8%
REPUBLIC OF 1.7%
PETROLEOS DE1.6%
ARAB REPUBLI1.5%
UNITED MEXIC1.4%
REPUBLIC OF 1.4%
OMAN GOV INT1.4%
S53363692 IR1.3%
FED REPUBLIC1.3%
IVORY COAST 1.2%
B53716627 IR1.2%
TREASURY BIL1.1%
PETRO
LEBAN
REPUB
247 more
S51907141 IR8.0%S98819230 IR7.9%S98819233 IR3.5%Cash and oth3.1%S56566449 IR3.1%S98819242 IR3.0%B53363677 IR2.4%UKRAINE GOVEREPUBPETROARAB UNITE257 more
William Blair WINC · 269 holdings · tile size = share of the fund · as of Nov 12, 2026
+17.1%
+17.1%
$78.9B
Core Dividend Growth
+19.6%
+19.6%
$45.9B
Capital Group Dividend Value
+12.7%
+12.7%
$39.2B
First Trust Rising Dividend Achievers
+15.5%
+15.5%
$25.9B
Select Dividend
+17.9%
+17.9%
$23.7B
State Street SPDR S&P Dividend
+19.6%
+19.6%
$22.7B
International High Dividend Yield
+16.6%
+16.6%
$21.4B
Flexible Income Active
+0.1%
+0.1%
$17.0B
WisdomTree U.S. Quality Dividend Growth
+11.0%
+11.0%
$16.6B
Core High Dividend
+29.6%
+29.6%
$16.5B
NEOS Nasdaq-100 High Income
+7.9%
+7.9%
$15.1B
Neos S&P 500(R) High Income
+10.8%
+10.8%
$12.7B
ProShares - S&P 500 Dividend Aristocrats
+18.2%
+18.2%
$12.3B
JPMorgan Income
+1.5%
+1.5%
$11.6B
Dividend Stocks · current AUM · as of Nov 12, 2026
+0.1%
+17.1%
+19.1%
$78.9B
iShares Core Dividend Growth ETF
−0.2%
+19.6%
+21.4%
$45.9B
Capital Group Dividend Value ETF
−0.7%
+12.7%
+13.9%
$39.2B
William Blair ETF Trust - William Blair Emerging Income Etf
−0.8%
new
new
$86.4M
#252 cheapest of 402 · sorted by assets
WINC and its peer group · total return · as of Nov 12, 2026
7.98%
2S98819S98819230 Irs R F 4.25000 198819230_fix Ccpois7.93%
3S98819S98819233 Irs R F 4.25000 198819233_fix Ccpois3.50%
4Cash aCash and other assets less liabilities3.12%
5S56566S56566449 Irs R F 4.50000 256566449_fix Ccpois3.09%
6S98819S98819242 Irs R F 4.00000 198819242_fix Ccpois3.00%
7B53363B53363677 Irs Mxn R V 01mtief 253363677_flo Ccpois2.38%
8UKRAINUkraine Government Sr Unsecured Regs 02/36 Var1.76%
9REPUBLRepublic Of Ecuador Sr Unsecured Regs 07/40 Var1.74%
10PETROLPetroleos De Venezuela S Company Guar Regs 02/22 12.751.57%
William Blair WINC · weight in the fund · as of Nov 12, 2026
S51907141 IRS S51907141 Irs R F 4.35000 251907141_fix Ccpois8.0%S98819230 IR7.9%S98819233 IR3.5%Cash and oth3.1%S56566449 IR3.1%S98819242 IR3.0%B53363677 IR2.4%UKRAINE GOVE1.8%REPUBLIC OF 1.7%PETROLEOS DE1.6%ARAB REPUBLI1.5%UNITED MEXIC1.4%REPUBLIC OF 1.4%OMAN GOV INT1.4%S53363692 IR1.3%FED REPUBLIC1.3%IVORY COAST 1.2%B53716627 IR1.2%TREASURY BIL1.1%PETROLEBANREPUB247 more
S51907141 IR8.0%S98819230 IR7.9%S98819233 IR3.5%Cash and oth3.1%S56566449 IR3.1%
William Blair WINC · 269 holdings · tile size = share of the fund · as of Nov 12, 2026
SCHD and WINC · year-to-date · as of Nov 12, 2026 · AUM not scored
WINCAvsBPeer average
1D−0.8%−0.6%
1M[…]+0.5%
3M[…]−2.6%
YTD[…]+9.8%
1Y[…]+11.3%
3Y[…]+55.4%
5Y[…]+49.2%
0–1Peer average wins
401 Dividend stocks peers · each row scaled to its leader
S98819242 IR3.0%
B53363677 IR2.4%
UKRAINE GOVE
REPUB
PETRO
ARAB
UNITE
257 more