JOELX yields 11.38% · VYM yields 2.37%● Live data
📍 JOELX pulled ahead of the other in Year 1
Combined, JOELX + VYM cover 0 of 12 months — good coverage
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What's the optimal mix of JOELX + VYM for your $10,000?
Under normal circumstances, the fund will invest at least 80% of its assets in long and short positions in equity securities, selecting from a universe of equity securities with market capitalizations similar to those included in the Russell 1000 and/or S&P 500 Index, at the time of purchase. "Assets" means net assets plus the amount of borrowings for investment purposes. In implementing its strategy, it primarily will buy or sell short common stocks, including real estate investment trusts (REITs) and depositary receipts. The fund's gross equity market exposure is limited to 200%. It is non-diversified.
Full JOELX 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.