IFLN yields 5.68% · SPHD yields 4.33%● Live data
📍 IFLN pulled ahead of the other in Year 1
Combined, IFLN + SPHD cover 0 of 12 months — good coverage
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What's the optimal mix of IFLN + SPHD for your $10,000?
PHB invests in high-yield corporate bonds rated at Ba1/BB+ or lower but not below B3/B- by Moody's or S&P. The starting universe begins with all US-based publicly traded corporations that are scored by RAFI using four fundamental factors: book value of assets, gross sales, gross dividends, and cash flow. Only companies with positive scores are selected. There are two distinct maturity cells (15 years and 510 years) that the index employs, which allow up to two bonds per issuer. The issues are weighted proportionally to a companys RAFI score. The RAFI-patented fundamental weighting scheme normally results in overweighting of higher-quality bonds. The index is reconstituted monthly and rebalanced annually for new RAFI scores.
Full IFLN 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.