IVSS yields 0.07% · VYM yields 2.41%● Live data
📍 VYM pulled ahead of the other in Year 1
Combined, IVSS + VYM cover 0 of 12 months — good coverage
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What's the optimal mix of IVSS + VYM for your $10,000?
IVSS is actively managed and allocates approximately 80% of net assets to equity securities of US small- to mid-cap companies, defined as those with market capitalizations below $15 billion at purchase. These securities are believed to have potential for superior return. The investment process incorporates an Intrinsic Value Stewardship (IVS) analytical model that assesses factors such as profitability, competition, growth rate, cost of capital, and financing activities. The fund will hold at least 150 positions across various sectors but may take larger positions exceeding 5% in certain holdings or sectors. As a non-diversified fund, it invests in fewer securities than diversified funds. It also invests in convertible securities, preferred stocks, rights, warrants, real estate investment trusts (REITs), and American depositary receipts (ADRs).
Full IVSS Calculator →Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.
Full VYM 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.