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GMO Systematic Investment Grade Credit ETF · AMEX
Price: $25.39 · Annual div: $1.28/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in INVG → $16.4K in 10 years · $65.67/month
The INVG fund aims to exceed the performance of the Bloomberg U.S. Corporate Index by employing a systematic, multi-factor investment methodology. While striving to achieve similar market exposure to its benchmark, the fund primarily focuses its investments on highly liquid, investment-grade corporate debt. These holdings span diverse maturities and originate from companies both within and outside the U.S. The fund's analytical framework evaluates multiple factors—such as value, quality, momentum, and fundamentals—via proprietary fair value models that gauge default risk and market momentum. This strategy endeavors to identify compelling risk-adjusted return opportunities, concurrently minimizing divergence from its benchmark by proactively managing exposures and risks across country, sector, issuer, liquidity, interest rates, and credit spreads. As an actively managed vehicle, the portfolio manager maintains full autonomy to adjust holdings whenever market conditions warrant. Additionally, INVG may allocate capital to derivative products, other exchange-traded funds, U.S. Treasury obligations, and various money market instruments.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold INVG.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 5.06% | 2.26% | $506 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 4.30% | 1.50% | $430 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 4.05% | 1.25% | $405 / yr |
| 🇬🇧 UK ISA | 0% | 5.06% | 2.26% | $506 / yr |
| 🇬🇧 UK Taxable | 8.75% | 4.62% | 1.82% | $462 / yr |
| 🇨🇦 TFSA | 0% | 5.06% | 2.26% | $506 / yr |
| 🇨🇦 CA Taxable | 25% | 3.79% | 1.00% | $380 / yr |
| 🇦🇺 Super (pension) | 15% | 4.30% | 1.50% | $430 / yr |
| 🇦🇺 AU Taxable | 30% | 3.54% | 0.74% | $354 / yr |
| 🇩🇪 DE Taxable | 26.375% | 3.73% | 0.93% | $373 / yr |
| 🇫🇷 FR Taxable | 30% | 3.54% | 0.74% | $354 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $1.28/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
INVG pays quarterly — 4 times per year. Next ex-div: TBD.
How INVG compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for INVG sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the INVG dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
GMO Systematic Investment Grade Credit ETF (INVG) is currently trading at $25.39, trading near its 52-week high. The current dividend yield is 5.06% based on an annual payout of $1.28 per share.
GMO Systematic Investment Grade Credit ETF (INVG) is a financial services stock currently trading at $25.39 with a dividend yield of 5.06%. The company pays an annual dividend of $1.28 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
Auto-generated from live market data. For educational purposes only — not financial advice.
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