TOAK yields 6.99% · DVY yields 3.50%● Live data
📍 TOAK pulled ahead of the other in Year 1
Combined, TOAK + DVY cover 0 of 12 months — good coverage
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TOAK seeks to provide capital appreciation, with reduced price volatility. The portfolio is actively managed and traded, using defined risk options with a short duration of zero to one year. Define risk options are those in which the maximum loss for any option during the expiry period is no more than the premium invested. An option position pairing strategy is employed to reduce risk. The fund does not use leverage or naked option writing. However, option contracts may be exchanged-listed, over-the-counter (OTC), or FLEX options. The use of OTC options exposes investors to counter-party risk. Based on the portfolio managers assessment of current economic and market conditions, along with existing holdings, the fund may invest in long calls, long puts, debit spreads or a combination of these strategies. In choosing positions for the portfolio, TOAK managers consider price, liquidity, duration, and risk into consideration.
Full TOAK Calculator →The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
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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.