KVLE yields 8.98% · FCPT yields 6.05%● Live data
📍 FCPT pulled ahead of the other in Year 5
Combined, KVLE + FCPT cover 0 of 12 months — good coverage
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What's the optimal mix of KVLE + FCPT for your $10,000?
KVLE is passively managed to provide exposure to US companies that have high dividend yields that rank well on Value Lines proprietary system for safety and timeliness. The Value Line Safety Ranking System measures risk based on price stability and financial strength, while the Timeliness Ranking System measures price performance over a period. From the ranked companies, stocks are narrowed down by selecting those with the best dividend and beta target. Companies with 25% of the highest dividend-yielding stocks and those with a beta target of between 0.8 to 1 are selected. Finally, each company is assigned a score based on their Safety and Timelines rank, which determines their weighting. This approach allows the fund to adapt to the market environment. The index is rebalanced monthly. Before September 29, 2023, the fund traded as KFA Value Line Dynamic Core Equity Index ETF and prior to January 4, 2024, its index was 3D/L Value Line Dynamic Core Equity Index.
Full KVLE Calculator →FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the acquisition and leasing of restaurant properties. The Company seeks to grow its portfolio by acquiring additional real estate to lease, on a net basis, for use in the restaurant and retail industries.
Full FCPT 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.