Income Ideas Comparison
Compare risk and return for income-generating funds and investments

How to get this report

The Income Ideas Comparison report is included in the Basic Subscription Package.

The Income Ideas Comparison is a 1-page report comparing 64 investable portfolios and funds related to income generation and dividends. Subscribe to the Basic Subscription to receive this report.

Compare risk and return for income generating funds and investments

The Income Ideas Comparison contains 34 metrics for each portfolio, plus 3 scatterplots at the bottom of the page showing risk vs. return.

 What you can do:
  • Identify the best risk-adjusted returns using the risk vs. return scatterplot chart
  • Compare portfolios head-to-head using 34 risk and return metrics, including 5-year total return, trends, alpha, and Modigliani risk-adjusted return.
  • Compare the correlation for each portfolio with five major asset classes
  • Compare the latest close with 50-day and 200-day moving averages
  • Find new ideas for investing to generate income
Update frequency: The Gold & Friends VizMetrics Comparison is updated daily.

How to subscribe
This daily comparison is available as part of the Basic Subscription, which includes 5 different, 1-page comparison reports. See the Pricing page for details.

Portfolio categories included on the Asset Class Comparison 1-page VizMetrics report: 
  • 8 blended income portfolios
  • 5 convertible security porfolios
  • 13 dividend ETFs
  • 9 equity income funds
  • 5 floating rate funds
  • 5 global equity income funds 
  • 4 preferred shares portfolios
  • 10 strategic income funds
  • 5 tax-free income funds

Portfolios types included on the Asset Class Comparison:
  • exchange-traded funds (ETFs)
  • open-end funds (mutual funds)
  • close-end funds

Metrics included for each portfolio on the Asset Class Comparison: 
  • daily return
  • 1-week return
  • 4-week return
  • return vs. 50-day moving average
  • return vs. 200-day moving average
  • 200-day trend
  • Year-to-date (YTD) return
  • recent yield
  • 1-year return
  • 3-year return
  • 5-year return
  • 60-month trend
  • calendar year total return (last four years)
  • standard deviation (1-year, 3-year, and 5-year)
  • maximum draw down during past 5 years
  • beta (vs. ACWI index)
  • R-squared
  • Modigliani risk-adjusted return % (1-year, 3-year, and 5-year)
  • Alpha % (1-year, 3-year, and 5-year)
  • correlation to All-Country World equities
  • correlation to S&P 500
  • correlation to broad commodities
  • correlation to total bond return
  • correlation to gold return

Graphical comparisons included: 
  • comparative graphs for all returns, across all portfolios
  • trend graph for 200-day adjusted closing price
  • trend graph 60-month adjusted closing price
  • bubble comparison for recent yield
  • bubble comparison for standard deviation (1-year, 3-year, and 5-year)
  • heatmap for correlations to global equities, S&P 500, commodities, bonds, and gold