TABD yields 0.98% · ORCC yields 4.00%● Live data
📍 ORCC pulled ahead of the other in Year 1
Combined, TABD + ORCC cover 0 of 12 months — good coverage
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What's the optimal mix of TABD + ORCC for your $10,000?
TABD is structured as a broad fixed income fund that allocates primarily to bonds and bond-like instruments across government, corporate, securitized, and structured credit markets. The portfolio emphasizes investment grade securities, while allowing limited exposure to below-investment-grade debt, emerging markets, and non-US issuers. Duration is not managed to a specific target, giving the portfolio flexibility to adjust interest rate sensitivity across market environments. Derivatives may be used selectively to manage exposure, adjust duration, or alter risk characteristics. Portfolio positioning is informed by a combination of macroeconomic assessment and security-level analysis, with flexibility across sectors, maturities, and credit profiles in pursuit of total return through income and capital appreciation.
Full TABD Calculator →ORCC is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in ORCC shares.
Full ORCC 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.