IVLC yields 16.03% · STAG yields 3.44%● Live data
📍 IVLC pulled ahead of the other in Year 1
Combined, IVLC + STAG cover 0 of 12 months — good coverage
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What's the optimal mix of IVLC + STAG for your $10,000?
The fund invests, under normal market conditions, at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in exchange-traded equity securities of U.S. large capitalization issuers. Additionally, it seeks to achieve its investment objective by investing mainly in common stock of U.S. companies that meet high ESG standards, as determined by the fund's sub-adviser. The fund may invest up to 20% of its net assets in common stock of foreign issuers, including up to 10% of its net assets in emerging markets countries. The fund is non-diversified.
Full IVLC Calculator →STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant, industrial properties throughout the United States. By targeting this type of property, STAG has developed an investment strategy that helps investors find a powerful balance of income plus growth.
Full STAG 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.