AGMI yields 4.24% · SCHD yields 3.44%● Live data
📍 SCHD pulled ahead of the other in Year 1
Combined, AGMI + SCHD cover 0 of 12 months — good coverage
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AGMI invests in companies with substantial exposure to the silver mining industry. Silver is a unique metal because it has properties of both a precious and an industrial metal, allowing for diverse applications. The fund tracks the underlying index using a replication strategy, aiming to own the same underlying stocks in the same proportion as the index. The index is constructed based on detailed revenue breakdown and liquidity filters to capture the most liquid companies. There is a two-tier system for choosing companies for the underlying index. Tier 1 includes companies earning 50% or more of their revenue from silver ore mining until a maximum of 50 companies selected. Tier 2 consists of companies in the top 40% for market share in the silver ore mining industry. Individual positions are price-weighted in the portfolio. The index is rebalanced quarterly and reconstituted annually, in September.
Full AGMI Calculator →The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index.
Full SCHD Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.