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−0.1%
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SCHD wins
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return−0.1%——————−0.8%
Peer average−0.1%−0.3%−2.3%+9.8%+11.0%+56.0%+48.8%—
S&P 500 · VOO−0.4%−2.3%−2.1%+11.5%+11.6%+79.3%+72.7%+816.2%
William Blair WINC and Vanguard VOO · total return, dividends in · as of Nov 13, 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 13, 2026
+17.0%
+72.6%
$83.3B
Core Dividend Growth
+19.9%
+70.5%
$46.0B
Capital Group Dividend Value
+12.3%
new
$39.0B
First Trust Rising Dividend Achievers
+15.4%
+68.9%
$25.8B
Select Dividend
+18.7%
+62.5%
$23.8B
State Street SPDR S&P Dividend
+20.2%
+48.3%
$22.6B
International High Dividend Yield
+17.0%
+87.6%
$21.7B
WisdomTree U.S. Quality Dividend Growth
+10.9%
+68.2%
$17.5B
Flexible Income Active
0.0%
new
$17.2B
Core High Dividend
+30.6%
+87.0%
$16.6B
NEOS Nasdaq-100 High Income
+6.8%
new
$15.1B
Neos S&P 500(R) High Income
+10.4%
new
$12.7B
ProShares - S&P 500 Dividend Aristocrats
+18.9%
+41.3%
$12.3B
JPMorgan Income
+1.4%
+17.2%
$11.5B
Dividend Stocks · current AUM · as of Nov 13, 2026
−0.1%
+17.0%
+18.3%
$83.3B
iShares Core Dividend Growth ETF
+0.2%
+19.9%
+21.1%
$46.0B
Capital Group Dividend Value ETF
−0.4%
+12.3%
+13.2%
$39.0B
William Blair ETF Trust - William Blair Emerging Income Etf
−0.1%
new
new
$86.0M
#257 cheapest of 406 · sorted by assets
WINC and its peer group · total return · as of Nov 13, 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 13, 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 13, 2026
SCHD and WINC · year-to-date · as of Nov 13, 2026 · AUM not scored
WINCAvsBPeer average
1D−0.1%−0.1%
1M[…]−0.3%
3M[…]−2.3%
YTD[…]+9.8%
1Y[…]+11.0%
3Y[…]+56.0%
5Y[…]+48.8%
1–0WINC wins
405 Dividend stocks peers · each row scaled to its leader
S98819242 IR3.0%
B53363677 IR2.4%
UKRAINE GOVE
REPUB
PETRO
ARAB
UNITE
257 more