BPLEX yields 10.88% · HDV yields 2.92%● Live data
📍 BPLEX pulled ahead of the other in Year 1
Combined, BPLEX + HDV cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of BPLEX + HDV for your $10,000?
The investment seeks long-term capital appreciation while reducing exposure to general equity market risk and a total return greater than that of the S&P 500® Index over a full market cycle. The fund invests in long positions in stocks identified by the Adviser as undervalued and takes short positions in stocks that the Adviser has identified as overvalued. The Advisor intends, under normal circumstances, to invest at least 80% of its net assets (including borrowings for investment purposes) in equity securities. Under normal circumstances, the Adviser expects that the fund's long positions will not exceed approximately 125% of the fund's net assets.
Full BPLEX Calculator →The iShares Core High Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
Full HDV 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.