Home › Compare › PTSGX vs DIVO
PTSGX yields 0.76% · DIVO yields 6.49%● Live data
📍 DIVO pulled ahead of the other in Year 1
Combined, PTSGX + DIVO cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of PTSGX + DIVO for your $10,000?
The investment seeks long-term capital appreciation. The fund invests, under normal market conditions, at least 80% of its assets in common stocks of U.S. companies that the sub-advisor, Sands Capital Management, LLC, believes have above-average potential for revenue or earnings growth. It emphasizes investments in large capitalization growth companies. The weighted-average market capitalization of these companies is generally in excess of $25 billion, and the fund generally does not invest in companies that have a market capitalization of less than $2 billion. The fund will typically own between 25 and 35 companies. It is non-diversified.
Full PTSGX Calculator →DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.
Full DIVO 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.