ELCV yields 1.73% · SPHD yields 4.33%● Live data
📍 SPHD pulled ahead of the other in Year 1
Combined, ELCV + SPHD cover 0 of 12 months — good coverage
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ELCV invests in dividend-paying securities, seeking to deliver competitive returns while aligning investments with broader social and environmental goals. The fund aims to achieve a higher average dividend yield than the Bloomberg US 3000 Total Return Index. Portfolio selection combines fundamental research with a commitment to ethical, value-based principles. Initially, it employs a bottom-up research process, evaluating financial strength, dividend potential, and stakeholder value creation. The fund then applies a values-based screening rooted in Christian principles, avoiding industries like tobacco, alcohol, gambling, and weapons. Instead, it favors companies that exhibit responsible management, social justice, and environmental stewardship. While the fund primarily holds large-cap US stocks, it may also include ADRs. Investment focuses on sectors traditionally known for high dividends or growth, such as energy, utilities, industrials, technology, infrastructure, and real estate.
Full ELCV 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.