THIR yields 0.37% · PEP yields 3.63%● Live data
📍 PEP pulled ahead of the other in Year 1
Combined, THIR + PEP cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of THIR + PEP for your $10,000?
THIR is passively managed to provide US large-cap equity exposure through a volatility-conscious, fund-of-funds approach. The portfolio is constructed based on a proprietary algorithm that analyzes price trends and historical volatility across three major US indices: the S&P 500, the Dow Jones Industrial Average, and the NASDAQ 100, over a medium-term horizon of three to six months. It classifies each index into either a risk-on (buy) or risk-off (sell) state. Only securities deemed risk-on are included. When all three indices are risk-on, the fund allocates 33.3% to each. In cases where only one index is risk-off, the remaining risk-on indices are equally weighted. Should only one index be risk-on, assets are allocated equally between that index and cash or cash equivalents. During sustained market declines, the fund may fully shift into US money market funds, cash alternatives, or other ETFs. Index rebalancing is done weekly, which may lead to higher portfolio turnover.
Full THIR Calculator →PepsiCo, Inc. manufactures, markets, distributes, and sells various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and China Region. It provides dips, cheese-flavored snacks, and spreads, as well as corn, potato, and tortilla chips; cereals, rice, pasta, mixes and syrups, granola bars, grits, oatmeal, rice cakes, simply granola, and side dishes; beverage concentrates, fountain syrups, and finished goods; ready-to-drink tea, coffee, and juices; dairy products; and sparkling water makers and related products. It serves wholesale and other distributors, foodservice customers, grocery stores, drug stores, convenience stores, discount/dollar stores, mass merchandisers, membership stores, hard discounters, e-commerce retailers and authorized independent bottlers, and others through a network of direct-store-delivery, customer warehouse, and distributor networks, as well as directly to consumers through e-commerce platforms and retailers. The company was founded in 1898 and is headquartered in Purchase, New York.
Full PEP 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.