SFAAX yields 13.01% · DVY yields 3.50%● Live data
📍 SFAAX pulled ahead of the other in Year 1
Combined, SFAAX + DVY cover 0 of 12 months — good coverage
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What's the optimal mix of SFAAX + DVY for your $10,000?
The investment seeks long-term total return, consisting of capital appreciation and current income. The fund invests at least 80% of its net assets in equity and fixed income securities designed to replicate the holdings and weightings of the securities comprising the S&P 500 Index and Bloomberg U.S. Treasury Index. It seeks to achieve its investment objective by allocating up to 75% of its assets in equity securities and up to 55% of its assets in fixed income securities.
Full SFAAX Calculator →The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
Full DVY 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.