DUKX yields 2.41% · DIVO yields 6.49%● Live data
📍 DIVO pulled ahead of the other in Year 1
Combined, DUKX + DIVO 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 DUKX + DIVO for your $10,000?
DUKX invests in unaffiliated global ex-US equity ETFs using a proprietary trend-following strategy. The underlying ETFs, either passively managed or actively managed, may invest in developed market ex-US and emerging market equities of any market cap. The fund expects to allocate nearly all its assets to these ETFs. In selecting investments, the adviser determines buy and sell signals by calculating the upper and lower bands of the short-term exponential moving averages. A buy signal is initiated when a potential uptrend in a candidate ETF is detected. To limit drawdowns of the overall fund, an ETF is sold when a sell signal is identified. Upon selling a position, the fund may reinvest in another ETF or temporarily hold cash equivalents, including US T-bills, money market funds, and investment-grade short-term bond ETFs. The fund is not limited by any constraints on the number or type of underlying ETFs. The adviser periodically reviews and adjusts the allocation of the fund.
Full DUKX Calculator →DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.
Full DIVO 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.