YLDW yields 2.19% · DIVO yields 6.49%● Live data
📍 DIVO pulled ahead of the other in Year 1
Combined, YLDW + DIVO cover 0 of 12 months — good coverage
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What's the optimal mix of YLDW + DIVO for your $10,000?
YLDW is a multi-asset fund that invests primarily in income-producing securities across equities, bonds, hybrids, and other yield-oriented assets. The fund seeks monthly distributions and a lower volatility profile than traditional equity-only funds. YLDW uses a bottom-up, research-driven process, targeting companies with strong cash flow, improving fundamentals, and sustainable distributions. The fund generates returns from dividends, interest, option premiums, and potential capital appreciation. Additionally, the fund employs a covered call strategy on most of its equity holdings. This generates premiums that generate additional income, partial downside protection, and enhanced yield in flat markets, while capping upside in strongly rising markets. Investments include dividend-paying stocks, preferred shares, convertibles, corporate bonds, REITs, MLPs, and money market instruments, with up to 40% potentially invested in foreign securities or ADRs. Holdings also include derivatives.
Full YLDW 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.