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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▼ −0.1% | ▼ −0.6% | ▼ −3.0% | ▲ +3.2% | ▲ +3.7% | ▲ +50.8% | ▲ +38.3% | ▲ +131.7% |
| Peer average | ▲ +0.1% | ▲ +1.7% | ▲ +2.3% | ▲ +14.4% | ▲ +14.5% | ▲ +75.5% | ▲ +61.8% | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
This exchange-traded fund (ETF) utilizes a systematic approach to foster capital appreciation over the long term. It achieves this by dynamically shifting its allocation among prominent investment factors – namely momentum, quality, value, and volatility – exclusively within the constituents of the S&P 500 index.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
| Ex-date | Pay date | Per share |
|---|---|---|
| 2026-09-03 | 2026-09-08 | $0.22 |
| 2026-06-04 | 2026-06-08 | $0.08 |
| 2026-03-05 | 2026-03-09 | $0.10 |
| 2025-12-30 | 2026-01-05 | $0.29 |
| 2025-09-04 | 2025-09-10 | $0.13 |
| 2025-06-05 | 2025-06-11 | $0.08 |
| 2025-03-06 | 2025-03-12 | $0.06 |
| 2024-12-27 | 2025-01-02 | $0.18 |
| 2024-09-26 | 2024-10-02 | $0.10 |
| 2024-06-27 | 2024-07-03 | $0.10 |
| 2024-03-21 | 2024-03-27 | $0.08 |
| 2023-12-27 | 2024-01-03 | $0.14 |
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
Hear the strategy from the people behind PALC.