SIOO yields 5.47% · SCHD yields 3.46%● Live data
📍 SCHD pulled ahead of the other in Year 7
Combined, SIOO + SCHD cover 0 of 12 months — good coverage
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What's the optimal mix of SIOO + SCHD for your $10,000?
SIOO is an actively managed ETF seeking current income and long-term capital appreciation through two strategies: investing directly or indirectly in equity securities in the S&P 100 Index, generally tracking the Indexs composition and performance, and generating income via an options portfolio, aiming for a 15% annual distribution. The funds sub-adviser has discretion to invest directly, via ETFs, or synthetically in Index constituents using options or swaps, and may reallocate holdings or adjust weights for regulatory, diversification, or performance reasons. The Funds options strategies focus on generating premiums, primarily through covered call spreads, and may also include selling or buying other options to replicate exposure. Short-term US Treasuries or cash are used as collateral. The fund is actively rebalanced and may classify significant distributions as return of capital.
Full SIOO Calculator →The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index.
Full SCHD 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.