MyAllPortfolio
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification
MyAllPortfolio
Last updated Apr 20, 2025
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MyAllPortfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every 3 months.
MyAllPortfolio
Benchmark (^GSPC)
Portfolio components
The earliest data available for this chart is May 4, 2022, corresponding to the inception date of JEPQ
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.71% | -9.92% | 6.35% | 13.40% | 9.65% |
| MyAllPortfolio | -9.41% | -7.86% | -11.18% | 2.02% | N/A | N/A |
| Portfolio components: | ||||||
ADP Automatic Data Processing, Inc. | 0.72% | -1.42% | 1.40% | 23.13% | 18.50% | 15.67% |
PG The Procter & Gamble Company | 2.40% | 1.84% | 0.23% | 9.85% | 9.90% | 10.54% |
ABBV AbbVie Inc. | -0.82% | -17.63% | -6.68% | 7.74% | 20.45% | 15.11% |
CVX Chevron Corporation | -3.76% | -16.33% | -6.59% | -10.10% | 15.60% | 6.83% |
LOW Lowe's Companies, Inc. | -10.88% | -3.21% | -21.57% | -3.13% | 20.35% | 13.63% |
PEP PepsiCo, Inc. | -5.23% | -2.93% | -16.98% | -15.24% | 4.21% | 7.03% |
MRK Merck & Co., Inc. | -20.91% | -17.66% | -27.04% | -36.15% | 2.79% | 6.78% |
TGT | -30.53% | -10.64% | -39.69% | -42.97% | N/A | N/A |
XOM | 0.28% | -7.75% | -9.37% | -7.80% | N/A | N/A |
XLK | -16.91% | -9.46% | -16.19% | 0.87% | N/A | N/A |
SCHD | -6.12% | -8.23% | -10.14% | 3.31% | N/A | N/A |
DGRO iShares Core Dividend Growth ETF | -4.61% | -5.67% | -7.87% | 6.89% | 13.23% | 10.76% |
ABR Arbor Realty Trust, Inc. | -17.47% | -10.76% | -23.60% | -0.88% | 25.66% | 15.64% |
PM Philip Morris International Inc. | 36.81% | 7.04% | 38.49% | 81.87% | 22.58% | 12.51% |
PRU Prudential Financial, Inc. | -15.05% | -10.21% | -20.16% | -5.98% | 18.82% | 6.57% |
BBY Best Buy Co., Inc. | -26.86% | -14.59% | -34.02% | -15.04% | 1.46% | 9.25% |
EPD Enterprise Products Partners L.P. | 0.50% | -9.03% | 9.98% | 15.33% | 24.16% | 6.46% |
MO Altria Group, Inc. | 13.23% | 1.92% | 21.67% | 49.42% | 17.38% | 7.89% |
VICI | 12.91% | 1.66% | 0.78% | 23.31% | N/A | N/A |
OMF OneMain Holdings, Inc. | -13.22% | -11.20% | -3.19% | -1.15% | 32.04% | 5.74% |
SAR Saratoga Investment Corp. | 2.34% | -2.79% | 4.11% | 16.93% | 23.23% | 14.52% |
JEPI JPMorgan Equity Premium Income ETF | -4.83% | -5.45% | -6.76% | 4.47% | N/A | N/A |
BIZD VanEck Vectors BDC Income ETF | -7.06% | -7.89% | -3.93% | 1.89% | 21.27% | 8.21% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | -11.18% | -6.45% | -7.01% | 6.59% | N/A | N/A |
*Annualized
Monthly Returns
The table below presents the monthly returns of MyAllPortfolio, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.36% | 0.55% | -4.15% | -7.27% | -9.41% | ||||||||
| 2024 | 1.50% | 3.65% | 3.20% | -4.06% | 3.65% | 2.72% | 1.33% | 1.91% | 1.63% | -0.88% | 4.41% | -3.65% | 16.07% |
| 2023 | 4.18% | -1.41% | 2.77% | 1.10% | -0.25% | 5.54% | 3.21% | -1.41% | -4.21% | -2.94% | 7.96% | 4.62% | 20.05% |
| 2022 | -3.50% | -8.05% | 8.13% | -3.62% | -9.08% | 10.60% | 6.48% | -4.86% | -5.82% |
Expense Ratio
MyAllPortfolio has an expense ratio of 0.40%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
BIZD: 10.92%
DGRO: 0.08%
JEPI: 0.35%
JEPQ: 0.35%
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MyAllPortfolio is 17, meaning it’s performing worse than 83% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Overall Rank
Sharpe Ratio Rank
Sortino Ratio Rank
Omega Ratio Rank
Calmar Ratio Rank
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Portfolio: 0.07
^GSPC: 0.24
Portfolio: 0.22
^GSPC: 0.47
Portfolio: 1.03
^GSPC: 1.07
Portfolio: 0.07
^GSPC: 0.24
Portfolio: 0.31
^GSPC: 1.08
Portfolio components
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
ADP Automatic Data Processing, Inc. | 1.21 | 1.71 | 1.23 | 1.79 | 6.70 |
PG The Procter & Gamble Company | 0.66 | 0.97 | 1.13 | 1.03 | 2.65 |
ABBV AbbVie Inc. | 0.38 | 0.65 | 1.10 | 0.51 | 1.30 |
CVX Chevron Corporation | -0.32 | -0.26 | 0.96 | -0.37 | -1.04 |
LOW Lowe's Companies, Inc. | -0.10 | 0.03 | 1.00 | -0.09 | -0.25 |
PEP PepsiCo, Inc. | -0.61 | -0.74 | 0.91 | -0.50 | -1.08 |
MRK Merck & Co., Inc. | -1.40 | -1.90 | 0.74 | -0.87 | -1.73 |
TGT | -1.03 | -1.38 | 0.80 | -0.70 | -2.22 |
XOM | -0.29 | -0.24 | 0.97 | -0.36 | -0.86 |
XLK | -0.13 | 0.03 | 1.00 | -0.15 | -0.51 |
SCHD | 0.27 | 0.48 | 1.07 | 0.27 | 1.05 |
DGRO iShares Core Dividend Growth ETF | 0.54 | 0.84 | 1.12 | 0.56 | 2.57 |
ABR Arbor Realty Trust, Inc. | 0.10 | 0.37 | 1.06 | 0.12 | 0.32 |
PM Philip Morris International Inc. | 3.63 | 4.80 | 1.73 | 8.25 | 25.12 |
PRU Prudential Financial, Inc. | -0.12 | 0.03 | 1.00 | -0.13 | -0.38 |
BBY Best Buy Co., Inc. | -0.32 | -0.18 | 0.97 | -0.31 | -0.93 |
EPD Enterprise Products Partners L.P. | 0.98 | 1.36 | 1.20 | 1.13 | 4.53 |
MO Altria Group, Inc. | 2.94 | 4.04 | 1.54 | 3.94 | 12.69 |
VICI | 1.35 | 1.99 | 1.25 | 1.64 | 4.51 |
OMF OneMain Holdings, Inc. | 0.04 | 0.32 | 1.04 | 0.05 | 0.16 |
SAR Saratoga Investment Corp. | 0.93 | 1.35 | 1.20 | 1.30 | 5.10 |
JEPI JPMorgan Equity Premium Income ETF | 0.30 | 0.51 | 1.08 | 0.30 | 1.54 |
BIZD VanEck Vectors BDC Income ETF | 0.21 | 0.40 | 1.06 | 0.19 | 0.87 |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 0.14 | 0.34 | 1.05 | 0.14 | 0.58 |
MyAllPortfolio
Benchmark (^GSPC)
Portfolio components
Dividends
Dividend yield
MyAllPortfolio provided a 3.77% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 3.77% | 3.37% | 3.44% | 3.51% | 2.74% | 3.09% | 2.65% | 2.96% | 2.44% | 2.63% | 2.81% | 2.22% |
| Portfolio components: | ||||||||||||
ADP Automatic Data Processing, Inc. | 2.00% | 1.96% | 2.21% | 1.83% | 1.55% | 2.08% | 1.92% | 2.14% | 2.00% | 2.10% | 2.36% | 2.10% |
PG The Procter & Gamble Company | 1.77% | 2.36% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.31% | 2.78% |
ABBV AbbVie Inc. | 3.69% | 3.49% | 3.82% | 3.49% | 3.84% | 4.41% | 4.83% | 3.89% | 2.65% | 3.64% | 3.41% | 2.54% |
CVX Chevron Corporation | 4.79% | 4.50% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% | 3.75% |
LOW Lowe's Companies, Inc. | 2.08% | 1.82% | 1.93% | 1.86% | 1.08% | 1.40% | 1.72% | 1.93% | 1.64% | 1.77% | 1.34% | 1.19% |
PEP PepsiCo, Inc. | 3.79% | 3.51% | 2.91% | 2.50% | 2.45% | 2.71% | 2.77% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% |
MRK Merck & Co., Inc. | 4.05% | 3.14% | 2.72% | 2.52% | 3.41% | 3.03% | 2.48% | 2.60% | 3.36% | 3.14% | 3.43% | 3.12% |
TGT | 4.79% | 3.28% | 3.06% | 2.66% | 1.37% | 1.52% | 2.03% | 3.81% | 3.74% | 3.21% | 2.97% | 2.50% |
XOM | 3.63% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% | 2.92% |
XLK | 0.81% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% |
SCHD | 4.09% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
DGRO iShares Core Dividend Growth ETF | 2.38% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
ABR Arbor Realty Trust, Inc. | 15.59% | 12.42% | 11.07% | 11.68% | 7.53% | 8.67% | 7.94% | 10.03% | 8.33% | 8.31% | 8.11% | 7.68% |
PM Philip Morris International Inc. | 3.28% | 4.40% | 5.46% | 4.98% | 5.16% | 5.73% | 5.43% | 6.73% | 3.99% | 4.50% | 4.60% | 4.76% |
PRU Prudential Financial, Inc. | 5.28% | 4.39% | 4.82% | 4.83% | 4.25% | 5.64% | 4.27% | 4.41% | 2.61% | 2.69% | 3.00% | 2.40% |
BBY Best Buy Co., Inc. | 6.08% | 4.38% | 4.70% | 4.39% | 2.76% | 2.20% | 2.28% | 3.40% | 1.99% | 3.68% | 4.70% | 1.85% |
EPD Enterprise Products Partners L.P. | 6.77% | 6.63% | 7.51% | 7.79% | 8.20% | 9.09% | 6.24% | 6.98% | 6.29% | 5.88% | 5.90% | 3.96% |
MO Altria Group, Inc. | 6.95% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% | 4.06% |
VICI | 5.26% | 5.80% | 5.05% | 4.63% | 4.58% | 4.92% | 4.58% | 5.31% | 0.00% | 0.00% | 0.00% | 0.00% |
OMF OneMain Holdings, Inc. | 9.37% | 7.90% | 8.13% | 11.41% | 19.08% | 12.33% | 7.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SAR Saratoga Investment Corp. | 13.67% | 12.33% | 10.90% | 11.02% | 6.16% | 6.57% | 6.61% | 10.35% | 10.51% | 9.12% | 14.14% | 1.21% |
JEPI JPMorgan Equity Premium Income ETF | 8.06% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BIZD VanEck Vectors BDC Income ETF | 11.89% | 10.94% | 10.97% | 11.22% | 8.14% | 10.39% | 9.13% | 10.88% | 9.13% | 8.51% | 9.12% | 8.51% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.83% | 9.66% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
MyAllPortfolio
Benchmark (^GSPC)
Portfolio components
Worst Drawdowns
The table below displays the maximum drawdowns of the MyAllPortfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MyAllPortfolio was 17.82%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current MyAllPortfolio drawdown is 12.55%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.82% | Feb 21, 2025 | 33 | Apr 8, 2025 | — | — | — |
| -15.93% | May 5, 2022 | 103 | Sep 30, 2022 | 92 | Feb 13, 2023 | 195 |
| -9.87% | Aug 1, 2023 | 63 | Oct 27, 2023 | 30 | Dec 11, 2023 | 93 |
| -7.79% | Jul 17, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -6.35% | Feb 16, 2023 | 17 | Mar 13, 2023 | 33 | Apr 28, 2023 | 50 |
Volatility
Volatility Chart
The current MyAllPortfolio volatility is 12.71%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
MyAllPortfolio
Benchmark (^GSPC)
Portfolio components
Diversification
Asset Correlations Table
The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
| MRK | ABBV | PG | SAR | XOM | PEP | CVX | MO | PM | TGT | XLK | EPD | BBY | JEPQ | ABR | VICI | OMF | LOW | ADP | BIZD | PRU | JEPI | SCHD | DGRO | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MRK | 1.00 | 0.44 | 0.40 | 0.11 | 0.18 | 0.38 | 0.16 | 0.32 | 0.28 | 0.13 | 0.02 | 0.16 | 0.07 | 0.05 | 0.13 | 0.23 | 0.06 | 0.14 | 0.26 | 0.09 | 0.17 | 0.34 | 0.32 | 0.32 |
| ABBV | 0.44 | 1.00 | 0.42 | 0.16 | 0.23 | 0.39 | 0.22 | 0.37 | 0.34 | 0.23 | 0.10 | 0.22 | 0.18 | 0.15 | 0.19 | 0.30 | 0.17 | 0.25 | 0.36 | 0.20 | 0.24 | 0.43 | 0.46 | 0.43 |
| PG | 0.40 | 0.42 | 1.00 | 0.20 | 0.13 | 0.65 | 0.13 | 0.44 | 0.46 | 0.22 | 0.17 | 0.22 | 0.22 | 0.20 | 0.22 | 0.32 | 0.15 | 0.30 | 0.42 | 0.22 | 0.23 | 0.51 | 0.46 | 0.49 |
| SAR | 0.11 | 0.16 | 0.20 | 1.00 | 0.28 | 0.24 | 0.29 | 0.26 | 0.26 | 0.22 | 0.27 | 0.32 | 0.28 | 0.31 | 0.38 | 0.37 | 0.42 | 0.32 | 0.35 | 0.57 | 0.44 | 0.42 | 0.45 | 0.45 |
| XOM | 0.18 | 0.23 | 0.13 | 0.28 | 1.00 | 0.19 | 0.85 | 0.31 | 0.25 | 0.25 | 0.16 | 0.53 | 0.26 | 0.16 | 0.30 | 0.32 | 0.32 | 0.26 | 0.27 | 0.35 | 0.44 | 0.37 | 0.52 | 0.46 |
| PEP | 0.38 | 0.39 | 0.65 | 0.24 | 0.19 | 1.00 | 0.18 | 0.44 | 0.46 | 0.27 | 0.18 | 0.22 | 0.23 | 0.22 | 0.21 | 0.37 | 0.14 | 0.34 | 0.46 | 0.23 | 0.24 | 0.52 | 0.51 | 0.50 |
| CVX | 0.16 | 0.22 | 0.13 | 0.29 | 0.85 | 0.18 | 1.00 | 0.31 | 0.25 | 0.27 | 0.19 | 0.54 | 0.27 | 0.19 | 0.30 | 0.32 | 0.34 | 0.28 | 0.26 | 0.40 | 0.44 | 0.38 | 0.54 | 0.48 |
| MO | 0.32 | 0.37 | 0.44 | 0.26 | 0.31 | 0.44 | 0.31 | 1.00 | 0.63 | 0.27 | 0.09 | 0.32 | 0.27 | 0.12 | 0.33 | 0.40 | 0.29 | 0.32 | 0.36 | 0.28 | 0.37 | 0.41 | 0.53 | 0.46 |
| PM | 0.28 | 0.34 | 0.46 | 0.26 | 0.25 | 0.46 | 0.25 | 0.63 | 1.00 | 0.29 | 0.17 | 0.28 | 0.29 | 0.20 | 0.31 | 0.42 | 0.29 | 0.31 | 0.36 | 0.30 | 0.36 | 0.45 | 0.52 | 0.49 |
| TGT | 0.13 | 0.23 | 0.22 | 0.22 | 0.25 | 0.27 | 0.27 | 0.27 | 0.29 | 1.00 | 0.32 | 0.32 | 0.54 | 0.37 | 0.36 | 0.36 | 0.43 | 0.50 | 0.32 | 0.40 | 0.43 | 0.46 | 0.55 | 0.55 |
| XLK | 0.02 | 0.10 | 0.17 | 0.27 | 0.16 | 0.18 | 0.19 | 0.09 | 0.17 | 0.32 | 1.00 | 0.31 | 0.46 | 0.95 | 0.39 | 0.30 | 0.47 | 0.46 | 0.47 | 0.49 | 0.42 | 0.65 | 0.55 | 0.67 |
| EPD | 0.16 | 0.22 | 0.22 | 0.32 | 0.53 | 0.22 | 0.54 | 0.32 | 0.28 | 0.32 | 0.31 | 1.00 | 0.32 | 0.32 | 0.38 | 0.39 | 0.41 | 0.31 | 0.32 | 0.48 | 0.46 | 0.47 | 0.54 | 0.52 |
| BBY | 0.07 | 0.18 | 0.22 | 0.28 | 0.26 | 0.23 | 0.27 | 0.27 | 0.29 | 0.54 | 0.46 | 0.32 | 1.00 | 0.47 | 0.42 | 0.36 | 0.53 | 0.54 | 0.37 | 0.42 | 0.46 | 0.50 | 0.59 | 0.59 |
| JEPQ | 0.05 | 0.15 | 0.20 | 0.31 | 0.16 | 0.22 | 0.19 | 0.12 | 0.20 | 0.37 | 0.95 | 0.32 | 0.47 | 1.00 | 0.42 | 0.32 | 0.50 | 0.48 | 0.47 | 0.52 | 0.46 | 0.70 | 0.57 | 0.69 |
| ABR | 0.13 | 0.19 | 0.22 | 0.38 | 0.30 | 0.21 | 0.30 | 0.33 | 0.31 | 0.36 | 0.39 | 0.38 | 0.42 | 0.42 | 1.00 | 0.45 | 0.52 | 0.47 | 0.38 | 0.56 | 0.51 | 0.50 | 0.57 | 0.58 |
| VICI | 0.23 | 0.30 | 0.32 | 0.37 | 0.32 | 0.37 | 0.32 | 0.40 | 0.42 | 0.36 | 0.30 | 0.39 | 0.36 | 0.32 | 0.45 | 1.00 | 0.46 | 0.46 | 0.46 | 0.49 | 0.49 | 0.57 | 0.62 | 0.61 |
| OMF | 0.06 | 0.17 | 0.15 | 0.42 | 0.32 | 0.14 | 0.34 | 0.29 | 0.29 | 0.43 | 0.47 | 0.41 | 0.53 | 0.50 | 0.52 | 0.46 | 1.00 | 0.51 | 0.38 | 0.57 | 0.65 | 0.55 | 0.64 | 0.65 |
| LOW | 0.14 | 0.25 | 0.30 | 0.32 | 0.26 | 0.34 | 0.28 | 0.32 | 0.31 | 0.50 | 0.46 | 0.31 | 0.54 | 0.48 | 0.47 | 0.46 | 0.51 | 1.00 | 0.45 | 0.42 | 0.46 | 0.62 | 0.66 | 0.67 |
| ADP | 0.26 | 0.36 | 0.42 | 0.35 | 0.27 | 0.46 | 0.26 | 0.36 | 0.36 | 0.32 | 0.47 | 0.32 | 0.37 | 0.47 | 0.38 | 0.46 | 0.38 | 0.45 | 1.00 | 0.46 | 0.50 | 0.68 | 0.67 | 0.69 |
| BIZD | 0.09 | 0.20 | 0.22 | 0.57 | 0.35 | 0.23 | 0.40 | 0.28 | 0.30 | 0.40 | 0.49 | 0.48 | 0.42 | 0.52 | 0.56 | 0.49 | 0.57 | 0.42 | 0.46 | 1.00 | 0.61 | 0.58 | 0.63 | 0.65 |
| PRU | 0.17 | 0.24 | 0.23 | 0.44 | 0.44 | 0.24 | 0.44 | 0.37 | 0.36 | 0.43 | 0.42 | 0.46 | 0.46 | 0.46 | 0.51 | 0.49 | 0.65 | 0.46 | 0.50 | 0.61 | 1.00 | 0.63 | 0.73 | 0.72 |
| JEPI | 0.34 | 0.43 | 0.51 | 0.42 | 0.37 | 0.52 | 0.38 | 0.41 | 0.45 | 0.46 | 0.65 | 0.47 | 0.50 | 0.70 | 0.50 | 0.57 | 0.55 | 0.62 | 0.68 | 0.58 | 0.63 | 1.00 | 0.85 | 0.92 |
| SCHD | 0.32 | 0.46 | 0.46 | 0.45 | 0.52 | 0.51 | 0.54 | 0.53 | 0.52 | 0.55 | 0.55 | 0.54 | 0.59 | 0.57 | 0.57 | 0.62 | 0.64 | 0.66 | 0.67 | 0.63 | 0.73 | 0.85 | 1.00 | 0.94 |
| DGRO | 0.32 | 0.43 | 0.49 | 0.45 | 0.46 | 0.50 | 0.48 | 0.46 | 0.49 | 0.55 | 0.67 | 0.52 | 0.59 | 0.69 | 0.58 | 0.61 | 0.65 | 0.67 | 0.69 | 0.65 | 0.72 | 0.92 | 0.94 | 1.00 |
The correlation results are calculated based on daily price changes starting from May 5, 2022