SPIN yields 8.50% · VIG yields 1.64%● Live data
📍 SPIN pulled ahead of the other in Year 1
Combined, SPIN + VIG cover 0 of 12 months — good coverage
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The State Street US Equity Premium Income ETF employs an actively managed strategy that is designed to provide current income while maintaining the potential for long-term growthThe fund invests in a portfolio of large- and mid-cap US stocks that the investment advisor believes exhibit desirable characteristics such as strong fundamentals, attractive valuations, and long-term growth prospects, while dynamically selling call options on a US large-cap exposure, such as the S&P 500 Index, to generate additional monthly incomeThe strategy utilizes a proprietary macroeconomic signal to determine the option strikes (moneyness) of the calls written, seeking to harvest higher option premiums during volatile market conditions to help provide more of a cushion against possible losses in the underlying portfolio, while harvesting lower option premiums during low-risk market conditions which may allow the fund to participate in greater potential market upside
Full SPIN 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.