AUSM yields 1.94% · SPHD yields 4.33%● Live data
📍 SPHD pulled ahead of the other in Year 1
Combined, AUSM + SPHD cover 0 of 12 months — good coverage
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AUSM is actively managed and seeks current income and capital preservation by investing in municipal securities exempt from federal income tax, though not necessarily federal AMT. It primarily holds investment grade securities but may allocate up to 10% of the portfolio to junk bonds. The fund focuses on ultra-short term muni bonds, expecting a dollar-weighted average portfolio maturity of one year or less. The strategy incorporates macroeconomic analysis and credit research to optimize duration management, yield curve positioning, sector and credit allocation, as well as security selection. Futures may also be utilized to support duration and yield curve management. In maintaining the portfolio, securities may be sold based on relative value, changes in credit characteristics, shifts in portfolio strategy, or cash flow needs.
Full AUSM Calculator →The Invesco S&P 500 High Dividend Low Volatility ETF (Fund) is based on the S&P 500 Low Volatility High Dividend Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. Standard & Poor's compiles, maintains and calculates the Index, which is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility. The Fund and the Index are rebalanced and reconstituted semi-annually, in January and July.
Full SPHD 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.