GTOH yields 6.55% · SPHD yields 4.33%● Live data
📍 GTOH pulled ahead of the other in Year 1
Combined, GTOH + SPHD cover 0 of 12 months — good coverage
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HIYS broadly invests in high-yield fixed income securities, such as corporate bonds and convertibles, rated between B- and BB+. The fund may invest, without limit, in securities denominated in any currency by issuers from around the world, including emerging markets. Supplemented by top-down analysis of sector and macro-economic trends, the selection process uses a bottom-up evaluation based on fundamental, quantitative, and relative value analyses. The actively managed fund also invests in derivatives to manage duration and hedge interest rates/credit risk. Up to 15% of assets may be in illiquid securities. The portfolio is diversified across different industries, capping individual securities by 5%. With full discretion to make investment decisions, the portfolio managers factor in economic and credit-related fundamentals, market supply and demand, market dislocations, and situation-specific opportunities. The funds credit research process may include ESG considerations.
Full GTOH 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.