ESLV yields 0.55% · ADC yields 4.13%● Live data
📍 ADC pulled ahead of the other in Year 1
Combined, ESLV + ADC cover 0 of 12 months — good coverage
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ESLV aims for long-term capital appreciation by investing in large-cap US companies that exhibit value style characteristics. The actively managed fund uses a long-only investment approach and seeks to generate performance like its benchmark index of US companies with the highest value factor scores. The fund selects at least 75 companies using fundamental research that includes a values-based screening inspired by the Christian faith. Selection of undervalued securities is based on price-to-projected earnings while considering price-to-book, price-to-sales, price-to-cash flow, and dividend yield. The fund caps an industry or industry group by 25%, except when it represents 20% or more of the benchmark, allowing up to 35%. While actively managing the fund, the adviser monitors its holdings with full discretion to adjust the portfolio as necessary using research, quantitative modeling, and risk tools.
Full ESLV Calculator →Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of properties net leased to industry-leading retail tenants. As of September 30, 2020, the Company owned and operated a portfolio of 1,027 properties, located in 45 states and containing approximately 21.0 million square feet of gross leasable area. The Company's common stock is listed on the New York Stock Exchange under the symbol ADC.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.