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CategoryUS Equities - Broad Market & Size Asset TypeEquities (Stocks) TagsU.S. Return% 1Y15.05% Total Holdings3548 Perf Week-1.10%
SponsorVanguard ETF Type Tagsequity Return% 3Y16.74% AUM513.19B Perf Month1.16%
Fund Family Bond Type Tags- Return% 5Y15.38% NAV/sh Perf Quarter11.52%
IndexCRSP US Total Market Index Average Maturity Tags- Return% 10Y 52W High314.84 -1.80% Perf Half Y4.30%
Index Weighting Commodity Type Tags- Return% SI 52W Low236.42 30.77% Perf YTD6.68%
Active/Passive Quant Type Tags- Flows% 1M0.55% Volatility1.11% 0.74% Perf Year15.23%
Dividend TTM3.71 (1.20%) ESG Type Tags- Flows% 3M1.66% ATR (14)2.97 Perf 3Y49.90%
Dividend Ex-DateJun 30, 2025 Dividend Type Sector/Theme Flows% YTD4.48% RSI (14)54.22 Perf 5Y87.31%
Dividend Gr. 3/5Y7.83% 4.81% Structure Type Region Flows% 1Y Beta1.02 Perf 10Y185.94%
Expense0.03% Growth/Value SMA20-0.19% Flows% 3Y Rel Volume1.38 Prev Close310.53
Inverse/Leveraged Market Cap SMA502.41% Flows% 5Y Avg Volume3.29M Price309.16
IPOMay 31, 2001 Option/ShortYes / Yes SMA2006.33% Trades Volume4,491,817 Change-0.44%
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Vanguard Total Stock Market Index Fund ETF Shares seeks to track the performance of the CRSP US Total Market Index that measures the investment return of the overall stock market. The fund employs an indexing investment approach designed to track the performance of the index, which represents approximately 100% of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics.
SCHD Schwab US Dividend Equity ETF daily Stock Chart
CategoryUS Equities - Dividend & Fundamental Asset TypeEquities (Stocks) TagsU.S. Return% 1Y-0.67% Total Holdings106 Perf Week-1.58%
SponsorSchwab ETF Type Tagsequity Return% 3Y6.13% AUM69.32B Perf Month-1.18%
Fund Family Bond Type TagsETFs Return% 5Y11.62% NAV/sh Perf Quarter3.64%
IndexDow Jones U.S. Dividend 100 Index Average Maturity Tagsdividend Return% 10Y 52W High29.72 -10.03% Perf Half Y-3.54%
Index Weighting Commodity Type Tags- Return% SI 52W Low23.87 12.02% Perf YTD-2.12%
Active/Passive Quant Type Tags- Flows% 1M-0.04% Volatility1.23% 1.09% Perf Year-1.88%
Dividend TTM1.02 (3.83%) ESG Type Tags- Flows% 3M0.37% ATR (14)0.29 Perf 3Y7.78%
Dividend Ex-DateJun 25, 2025 Dividend Type Sector/Theme Flows% YTD8.73% RSI (14)46.30 Perf 5Y46.68%
Dividend Gr. 3/5Y9.83% 11.63% Structure Type Region Flows% 1Y Beta0.79 Perf 10Y108.63%
Expense0.06% Growth/Value SMA20-1.15% Flows% 3Y Rel Volume0.99 Prev Close26.61
Inverse/Leveraged Market Cap SMA50-0.20% Flows% 5Y Avg Volume15.78M Price26.74
IPOOct 20, 2011 Option/ShortYes / Yes SMA200-2.36% Trades Volume15,668,176 Change0.49%
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Schwab U.S. Dividend Equity ETF seeks to provide long-term capital appreciation. The fund is an actively-managed ETF and invests in securities of affiliated and unaffiliated ETFs and open-end mutual funds. The fund may allocate among major equity asset classes and sectors, within the underlying funds, of the U.S., foreign and emerging markets equity of any capitalization.
JEPI JPMorgan Equity Premium Income ETF daily Stock Chart
CategoryUS Equities - Quant Strat Asset TypeEquities (Stocks) TagsU.S. Return% 1Y6.20% Total Holdings126 Perf Week-2.20%
SponsorJPMorgan Chase ETF Type Tagsequity Return% 3Y8.44% AUM40.70B Perf Month-1.43%
Fund Family Bond Type Tagsoptions Return% 5Y10.06% NAV/sh Perf Quarter0.52%
Index- Average Maturity TagsSP500 Return% 10Y 52W High60.88 -8.18% Perf Half Y-4.54%
Index Weighting Commodity Type Tagscovered-call Return% SI 52W Low49.94 11.93% Perf YTD-2.83%
Active/Passive Quant Type Tags- Flows% 1M0.15% Volatility0.77% 0.51% Perf Year-1.93%
Dividend TTM4.81 (8.61%) ESG Type Tags- Flows% 3M3.01% ATR (14)0.38 Perf 3Y-1.91%
Dividend Ex-DateAug 01, 2025 Dividend Type Sector/Theme Flows% YTD13.09% RSI (14)39.84 Perf 5Y5.80%
Dividend Gr. 3/5Y0.71% - Structure Type Region Flows% 1Y Beta0.60 Perf 10Y-
Expense0.35% Growth/Value SMA20-1.55% Flows% 3Y Rel Volume1.06 Prev Close56.23
Inverse/Leveraged Market Cap SMA50-0.94% Flows% 5Y Avg Volume4.65M Price55.90
IPOMay 21, 2020 Option/ShortYes / Yes SMA200-2.77% Trades Volume4,959,264 Change-0.59%
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JPMorgan Equity Premium Income ETF seeks current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund's primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index) and (2) through equity-linked notes (ELNs), selling call options with exposure to the S&P 500 Index.
VYM Vanguard High Dividend Yield Indx ETF daily Stock Chart
CategoryUS Equities - Dividend & Fundamental Asset TypeEquities (Stocks) TagsU.S. Return% 1Y10.44% Total Holdings585 Perf Week-1.47%
SponsorVanguard ETF Type Tagsequity Return% 3Y11.47% AUM61.82B Perf Month-0.34%
Fund Family Bond Type Tagsdividend Return% 5Y13.79% NAV/sh Perf Quarter7.14%
IndexFTSE High Dividend Yield Index Average Maturity Tags- Return% 10Y 52W High136.67 -1.76% Perf Half Y1.79%
Index Weighting Commodity Type Tags- Return% SI 52W Low112.05 19.83% Perf YTD5.24%
Active/Passive Quant Type Tags- Flows% 1M0.35% Volatility1.09% 0.82% Perf Year9.47%
Dividend TTM3.53 (2.63%) ESG Type Tags- Flows% 3M0.64% ATR (14)1.25 Perf 3Y26.22%
Dividend Ex-DateJun 20, 2025 Dividend Type Sector/Theme Flows% YTD-1.63% RSI (14)50.07 Perf 5Y63.43%
Dividend Gr. 3/5Y4.12% 4.22% Structure Type Region Flows% 1Y Beta0.81 Perf 10Y98.59%
Expense0.06% Growth/Value SMA20-0.58% Flows% 3Y Rel Volume1.01 Prev Close134.47
Inverse/Leveraged Market Cap SMA501.17% Flows% 5Y Avg Volume978.13K Price134.27
IPONov 16, 2006 Option/ShortYes / Yes SMA2003.23% Trades Volume989,188 Change-0.15%
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Vanguard High Dividend Yield Index Fund ETF Shares seeks to track the performance of the FTSE High Dividend Yield Index that measures the investment return of common stocks of companies that are characterized by high dividend yield. The manager employs an indexing investment approach designed to track the performance of the index, which consists of common stocks of companies that pay dividends that generally are higher than average. The adviser attempts to replicate the target index by investing all, or substantially all, of the fund's assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
DGRO iShares Core Dividend Growth ETF daily Stock Chart
CategoryUS Equities - Dividend & Fundamental Asset TypeEquities (Stocks) TagsU.S. Return% 1Y9.41% Total Holdings405 Perf Week-1.28%
SponsorBlackrock (iShares) ETF Type Tagsequity Return% 3Y11.30% AUM32.65B Perf Month-0.11%
Fund Family Bond Type Tagsdividend Return% 5Y13.16% NAV/sh Perf Quarter6.90%
IndexMorningstar US Dividend Growth Index Average Maturity Tagsdividend-growth Return% 10Y 52W High65.84 -1.70% Perf Half Y2.28%
Index Weighting Commodity Type Tags- Return% SI 52W Low54.09 19.65% Perf YTD5.51%
Active/Passive Quant Type Tags- Flows% 1M0.67% Volatility1.02% 0.78% Perf Year8.16%
Dividend TTM1.42 (2.19%) ESG Type Tags- Flows% 3M0.69% ATR (14)0.57 Perf 3Y27.88%
Dividend Ex-DateJun 16, 2025 Dividend Type Sector/Theme Flows% YTD2.36% RSI (14)51.23 Perf 5Y63.89%
Dividend Gr. 3/5Y8.91% 8.27% Structure Type Region Flows% 1Y Beta0.85 Perf 10Y147.97%
Expense0.08% Growth/Value SMA20-0.42% Flows% 3Y Rel Volume0.88 Prev Close64.83
Inverse/Leveraged Market Cap SMA501.42% Flows% 5Y Avg Volume1.48M Price64.72
IPOJun 12, 2014 Option/ShortYes / Yes SMA2003.45% Trades Volume1,307,969 Change-0.17%
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iShares Core Dividend Growth ETF seeks to track the investment results of the Morningstar US Dividend Growth IndexSM. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index is a subset of the Morningstar US Market IndexSM, which is a broad market index that represents approximately 97% of the market capitalization of publicly-traded U.S. stocks.