YFFI yields 4.71% · EPRT yields 3.92%● Live data
📍 EPRT pulled ahead of the other in Year 1
Combined, YFFI + EPRT cover 0 of 12 months — good coverage
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YFFI invests in investment grade fixed income securities of any maturity. The fund targets corporate bonds but may hold US Treasurys, asset-backed securities, and preferred stocks perceived to offer attractive cash flow and yield. It assesses relative yield or the typical yield spread differences between bonds and the yield difference for the same company issuing both corporate debt and preferred stocks. In addition, the fund analyzes fundamental and technical data for credit rating, coupon, yield to worst, and maturity date. Weights are then assigned using these variables relative to their target company and sector exposure. The fund selects securities that maximize cash flow and yield based on current and expected market conditions and the portfolios current composition. Holdings are reviewed monthly, while the models are reviewed quarterly for possible reconstitution. However, as an actively managed ETF, the fund manager has full discretion to buy or sell securities at any time.
Full YFFI Calculator →Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company leases its properties to middle-market companies, such as restaurants, car washes, automotive services, medical and dental services, convenience stores, equipment rental, entertainment, early childhood education, grocery, and health and fitness on a long-term basis. As of December 31, 2021, it had a portfolio of 1, 451 properties. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was founded in 2016 and is headquartered in Princeton, New Jersey.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.