HELS yields 0.02% · DIVO yields 6.49%● Live data
📍 DIVO pulled ahead of the other in Year 1
Combined, HELS + DIVO 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 HELS + DIVO for your $10,000?
HELS actively invests up to 130% of net assets in long positions and 30% in short positions, primarily in US-listed equities. Portfolio construction leverages proprietary fundamental research and risk signals, aligning position size and duration with signal strength across individual trades, trends, and time horizons. The funds adviser selects companies considered to have sustainable competitive advantages and positive change catalysts, such as accelerating sales, cyclical recoveries, operational improvements, and capital structure enhancements. Short positions target companies with negative attributes like declining sales or weak financials. The portfolio typically holds 3050 longs and 1530 shorts, using risk management techniques for diversification. The fund may invest in ADRs, ETFs, derivatives, and securities lending intending to deliver more efficient risk/return characteristics than long-only funds.
Full HELS Calculator →DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.
Full DIVO 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.