UPBMF yields 4.00% · VIG yields 1.64%● Live data
📍 VIG pulled ahead of the other in Year 1
Combined, UPBMF + VIG 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 UPBMF + VIG for your $10,000?
UPBMF is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in UPBMF shares.
Full UPBMF Calculator →Seeks to track the performance of the S&P U.S. Dividend Growers Index.Passively managed, full-replication approach.Fund remains fully invested.Large-cap equity, emphasizing stocks with a record of growing their dividends year over year.Low expenses minimize net tracking error.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.
Full VIG 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.