AOTS yields 9.52% · MRK yields 3.25%● Live data
📍 AOTS pulled ahead of the other in Year 1
Combined, AOTS + MRK cover 0 of 12 months — good coverage
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AOTS tracks an index of companies classified as software-driven enterprises, whose core business relies on software platforms and generates at least 20% of revenue from software-driven activities (cloud infrastructure, enterprise software, development tools, analytics/AI, middleware, industry solutions). Companies must have a positive Earnings to Price ratio to qualify. Selection is based on the average rank of a factor score (cost of goods sold/revenue, earnings/price, return on invested capital) and market cap, with the top 50 ranked firms and a 10-company buffer for incumbents. Weighting favors companies with over 50% software revenue, while those below are capped at 20%. Weights are float-adjusted, max 7.5%, min 0.5%, with over-5% weights keeping below 45% in total. The index is reconstituted and rebalanced on the third Friday of March, June, September, and December.
Full AOTS Calculator →Merck is a Dividend Aristocrat with 14+ consecutive years of increases. Keytruda (pembrolizumab) is the world's best-selling cancer drug and drives exceptional cash generation. The company's oncology and vaccines pipeline provides long-term growth visibility beyond the Keytruda patent cliff in the 2030s.
Full MRK 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.