Home › Compare › WEIMX vs DIVO
WEIMX yields 22.06% · DIVO yields 6.49%● Live data
📍 WEIMX pulled ahead of the other in Year 1
Combined, WEIMX + DIVO 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 WEIMX + DIVO for your $10,000?
The fund primarily invests in common stocks of smaller companies that have a market capitalization of $500 million or less at the time of the fund's initial investment. It focuses on micro-cap companies which appear to be underpriced relative to their "private market value." Private market value is the value which the sub-adviser believes informed investors would be willing to pay to acquire a company. The fund may also invest up to 25% of its total assets in foreign securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs").
Full WEIMX Calculator →DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.
Full DIVO 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.