SCEP yields 1.64% · DVY yields 3.50%● Live data
📍 DVY pulled ahead of the other in Year 1
Combined, SCEP + DVY cover 0 of 12 months — good coverage
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SCEP actively manages a portfolio of US large- and mid-cap equities with an options overlay strategy. The fund employs a system-driven, bottom-up research approach in evaluating investments. It uses quantitative measures and valuation, such as AI-driven predictions of volatility, earnings and dividend growth, as well as traditional factors (earnings growth, momentum, relative price strength, value, size, quality). Stock selection focuses on companies with strong capital growth prospects and may emphasize sustainable dividend yield and quality, with consideration to ESG factors. To generate income and mitigate risk, SCEP uses an option overlay strategy, writing out-of-the-money call options on up to 100% of the portfolio. For downside risk mitigation and capital preservation, it applies protective put option strategies.
Full SCEP Calculator →The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.