VALUX yields 7.23% · HDV yields 2.92%● Live data
📍 VALUX pulled ahead of the other in Year 1
Combined, VALUX + HDV 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 VALUX + HDV for your $10,000?
Under normal market conditions, the Adviser selects equity securities that the adviser believes are out of favor and undervalued. The Adviser then attempts to purchase the securities and hold them until the adviser believes that the securities have reached their fair value. To earn additional income, the fund, through its agent, may lend its portfolio securities to broker-dealers amounting to no more than 33-1/3% of the total assets of the fund (including any collateral posted) or 50% of the total assets of the fund (excluding any collateral posted).
Full VALUX Calculator →The iShares Core High Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
Full HDV 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.