VEVFX yields 10.25% · DVY yields 3.50%● Live data
📍 VEVFX pulled ahead of the other in Year 1
Combined, VEVFX + DVY 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 VEVFX + DVY for your $10,000?
The Explorer Value Fund invests in small and mid-sized U.S. companies that, in the advisor’s judgment, are mispriced by the market. The fund’s portfolio management teams each have over 20 years of experience investing in the value market. Because of its focus on small and mid-sized companies, the fund tends to be more volatile than stock funds that focus on larger companies. This fund may be considered complementary to an already diversified portfolio with a long-term time horizon.
Full VEVFX 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.