PRMR yields 8.75% · SPHD yields 4.33%● Live data
📍 PRMR pulled ahead of the other in Year 1
Combined, PRMR + SPHD cover 0 of 12 months — good coverage
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PRMR seeks to provide sector exposure broadly comparable to the S&P 500 while aiming to outperform the index. The fund typically holds 2080 positions, blending core S&P 500 constituents with select ETFs and non-index equities to capitalize on perceived strengths, manage risk, and adapt to market conditions. Security selection combines top-down macroeconomic and sector analysis with bottom-up company research, supported by a multi-factor model that evaluates valuation, growth, quality, and momentum. Additionally, it also integrates fundamental and technical analysis with quantitative models that assess financial strength, earnings potential, industry dynamics, and management quality. Sector weights are reviewed quarterly. Although primarily invested in US large-cap equities, the fund may include companies of any market capitalization. Holdings are continuously monitored and adjusted when valuations become unattractive, fundamentals weaken, or more compelling opportunities arise.
Full PRMR 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.