GHMS yields 3.83% · DVY yields 3.50%● Live data
📍 GHMS pulled ahead of the other in Year 1
Combined, GHMS + DVY cover 0 of 12 months — good coverage
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GHMS aims for income by using various proprietary models to invest in fixed income securities including other ETFs. Each fund respectively invests in US and non-US corporate bonds, government securities, and agency and mortgage-backed securities. The underlying ETFs may invest in debt securities of any credit rating or maturity. Utilizing rules-based, quantitative systems in combination with discretionary analysis, the adviser measures market risk to select funds. Adjustments to exposure is based on an analysis supported by proprietary models that may utilize factors, such as momentum and trend, market structure, volatility, cross-asset signals, seasonality, and fundamentals. To hedge duration and interest rate risk, the fund may invest up to 20% of its assets in futures contracts on sovereign bonds or fixed income indexes. The actively managed fund allows the portfolio manager full discretion to adjust the portfolio at any time.
Full GHMS 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.