DIVE yields 1.06% · NOBL yields 2.17%● Live data
📍 NOBL pulled ahead of the other in Year 1
Combined, DIVE + NOBL cover 0 of 12 months — good coverage
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DIVE invests in a concentrated portfolio of 25 to 35 dividend-paying, large-cap US companies with structural competitive advantages trading below fair value. Stock selection combines qualitative analysis with sector-relative quantitative scoring across valuation, growth, and profitability metrics. The portfolio is then weighted based on the sub-adviser's top ideas, with risk managed through diversification across sectors and factors such as value, growth, momentum, quality, and volatility. The strategy uses a behavioral finance-driven approach, exploiting market inefficiencies caused by investor biases to identify undervalued companies with strong fundamentals, sustainable competitive advantages, and dividend yield growth potential. The fund follows a structured sell framework focused on risk control, changing fundamentals, and maintaining income. Positions are sold when dividend yields decline due to price appreciation.
Full DIVE Calculator →The fund will invest at least 80% of its total assets in component securities of the index. The index contains a minimum of 40 stocks, which are equally weighted, and no single sector is allowed to comprise more than 30% of the index weight. It seeks to remain fully invested at all times in securities and/or financial instruments that, in combination, provide exposure to the returns of the index without regard to market conditions, trends or direction.
Full NOBL 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.