UMNOX yields 3.30% · VYM yields 2.37%● Live data
📍 VYM pulled ahead of the other in Year 1
Combined, UMNOX + VYM cover 0 of 12 months — good coverage
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What's the optimal mix of UMNOX + VYM for your $10,000?
The investment seeks total return and preservation of capital. Under normal circumstances, the Portfolio invests at least 80% of its assets in fixed-income securities of U.S. issuers, including U.S. government securities, corporate securities, mortgage-related and asset-backed securities, municipal securities, structured products, preferred stocks and inflation-indexed-securities. It may invest up to 20% of its assets in other securities which need not be fixed-income securities of U.S. issuers.
Full UMNOX 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.