WFIVX yields 9.62% · VYM yields 2.41%● Live data
📍 WFIVX pulled ahead of the other in Year 1
Combined, WFIVX + VYM cover 0 of 12 months — good coverage
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What's the optimal mix of WFIVX + VYM for your $10,000?
The fund invests at least 80% of its assets in the equity securities of companies included in the index that are representative of the index. The managers may use enhanced “stratified sampling” techniques in an attempt to replicate the performance of the index. The fund normally holds stocks representing at least 90% of the total market value of the index.
Full WFIVX Calculator →Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.
Full VYM 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.