FTVA yields 7.27% · DVY yields 3.50%● Live data
📍 FTVA pulled ahead of the other in Year 1
Combined, FTVA + DVY 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 FTVA + DVY for your $10,000?
The investment seeks to track the performance, before fees and expenses, of the Aptus Fortified Value Index (the "index"). Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index is a rules-based, equal-weighted index that is designed to gain exposure to 50 of the most undervalued U.S.-listed common stocks and real estate investment trusts ("REITs"), while hedging against significant U.S. equity market declines when the market is overvalued. The fund is non-diversified.
Full FTVA Calculator →The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
Full DVY 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.