FDRX yields 11.91% · SPHD yields 4.33%● Live data
📍 FDRX pulled ahead of the other in Year 1
Combined, FDRX + SPHD cover 0 of 12 months — good coverage
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FDRX offers 2x the daily performance of the Founder-Led Index, which consists of 50 US publicly traded companies in which at least one original founder remains in a key executive role. The fund primarily uses derivatives, including total return swaps, equity index futures, and other equity-linked instruments, as well as direct long positions in index constituents when operationally efficient. The fund holds cash and cash equivalents for liquidity, portfolio management, and as collateral. It maintains leveraged exposure by resetting daily. As a result, performance over periods longer than one day may differ significantly from 2x the indexs cumulative return due to daily compounding and market volatility. Index constituents may be of any market capitalization but will be weighted in the portfolio by size, up to a cap of 10%. The index is reconstituted and rebalanced quarterly on the third Friday of March, June, September, and December.
Full FDRX 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.