SIOO yields 5.47% · VIG yields 1.62%● Live data
📍 VIG pulled ahead of the other in Year 1
Combined, SIOO + VIG cover 0 of 12 months — good coverage
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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 →Seeks to track the performance of the S&P U.S. Dividend Growers Index.Passively managed, full-replication approach.Fund remains fully invested.Large-cap equity, emphasizing stocks with a record of growing their dividends year over year.Low expenses minimize net tracking error.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.
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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.