TRLCX yields 8.44% · DVY yields 3.50%● Live data
📍 TRLCX pulled ahead of the other in Year 1
Combined, TRLCX + DVY cover 0 of 12 months — good coverage
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What's the optimal mix of TRLCX + DVY for your $10,000?
Under normal circumstances, the fund invests at least 80% of its assets in large-cap equity securities. It invests primarily in equity securities of large domestic companies, as defined by the fund's benchmark index, the Russell 1000® Value Index, that the fund's investment adviser believes appear undervalued by the market based on an evaluation of their potential worth. The fund may invest up to 20% of its assets in foreign investments.
Full TRLCX Calculator →The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
Full DVY 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.