Public Dashboard: VLE Proxy

$100 invested in each ETF on 6/30/2011. 8.9% annualized total return over five years.

09/16/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $901.77 6.7% 22.2 1.2% 62% 59 62.7 8.5%
Guggenheim S&P 400 MidCap (Equal) EWMC 3.16 $89.76 $283.92 31.5% 6.1% 22.7 0.6% 48% 37 41 10.0%
Guggenheim S&P 600 Small Cap (Equal) EWSC 3.19 $67.42 $214.93 23.8% 6.4% 19.8 1.1% 51% 51 52 6.3%
Invesco S&P 500 (Equal) RSP 2.14 $188.63 $402.91 44.7% 7.3% 23.0 1.7% 76% 78 83 8.5%


MIPAR 8.1%  
Sweet Spot 13.1% - 18.1%  
Portfolio Averages
PAR 8.5%
Quality 62.7
Growth 6.7%
P/E Ratio 22.2
Yield 1.2%
Fin Strength 62%
EPS Stability 59