THIR yields 0.37% · VYM yields 2.41%● Live data
📍 VYM pulled ahead of the other in Year 1
Combined, THIR + VYM cover 0 of 12 months — good coverage
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What's the optimal mix of THIR + VYM 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 →Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.
Full VYM 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.