$DIVO successfully combines high-quality dividend growth stocks with a tactical covered call strategy to generate monthly income and lower volatility.
Here are some stats you should know:
Launched: December 14, 2016
Expense Ratio: 0.56%
Assets Under Management: $7.27B
Distribution Rate: 4.78%
30-Day SEC Yield: 1.53%
Distribution Frequency: Monthly
Top 10 Holdings:
-Caterpillar $CAT 6.06% weighting
-American Express $AXP 5.25%
-Apple $AAPL 5.16%
-Microsoft $MSFT 5.09%
-JPMorgan Chase $JPM 5.01%
-RTX Corp $RTX 4.91%
-Goldman Sachs $GS 4.85%
-CME Group $CME 4.62%
-Home Depot $HD 4.16%
-Amgen $AMGN 3.80%
Performance so far in 2026: +5.97% 🟢