VMVFX yields 9.81% · DVY yields 3.50%● Live data
📍 VMVFX pulled ahead of the other in Year 1
Combined, VMVFX + DVY cover 0 of 12 months — good coverage
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What's the optimal mix of VMVFX + DVY for your $10,000?
The fund invests primarily in U.S. and foreign stocks that are expected to minimize volatility relative to the global equity market. To reduce volatility, the fund will consider stocks’ risk and diversification characteristics and seek to hedge away most of the currency exposure resulting from its foreign stock holdings. While the fund’s goal is to limit the volatility of global stock investing, we caution against expecting any low or minimum volatility investment to outperform, or even match, the global equity market over the long term. It is reasonable for investors to expect, on average, for a minimum volatility fund to outperform the overall global market in sharp downturns and trail the market in strong bull markets.
Full VMVFX 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.