WISD yields 2.17% · DIVO yields 6.49%● Live data
📍 DIVO pulled ahead of the other in Year 1
Combined, WISD + DIVO cover 0 of 12 months — good coverage
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What's the optimal mix of WISD + DIVO for your $10,000?
WISD broadly invests in global fixed-income securities with a short duration of one year or less. The funds portfolio includes US and foreign bonds, debt securities, commercial paper, mortgage-backed securities, floating-rate securities, and up to 30% in asset-backed securities, such as CLOs rated investment-grade. Junk bonds are limited to 15% of net assets. The fund may invest up to 50% in foreign-denominated securities, including 10% in emerging markets. Foreign currency exposure is capped at 10% using derivatives such as treasury and bond futures, swaps, and credit default swaps to hedge interest rate and currency risks. The fund may have a higher portfolio turnover rate due to active and frequent trading. Prior to November 11, 2025, the fund operated as a mutual fund before converting to an actively managed ETF structure, launching with $368.81 million in assets.
Full WISD 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.