WMMAX yields 21.43% · DVY yields 3.46%● Live data
📍 WMMAX pulled ahead of the other in Year 1
Combined, WMMAX + DVY cover 0 of 12 months — good coverage
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What's the optimal mix of WMMAX + DVY 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 WMMAX 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.