Select Your Planner:

IDIV & XDIV
Planner

Standard

Use the IDIV & XDIV Planner to:

  • Customize the combination of IDIV's Dividend Cash Flow and XDIV's Stock Price Exposure on a standalone basis.

PORTFOLIO
Planner

Advanced

Use the Portfolio Planner to:

  • Customize portfolio holdings and overall asset allocation.
  • Customize the combination of IDIV's Dividend Cash Flow and XDIV's Stock Price Exposure on a standalone basis.