The article discusses the assessment of SPYD, a dividend-focused ETF, and its performance. It highlights the fund’s diverse portfolio, sector vulnerabilities, limited dividend growth, and underperformance compared to alternative ETFs. The high dividend yield makes SPYD suitable for income-dependent investors, but its sector weighting and lack of technology exposure may lead to continued underperformance in price appreciation and total return.
Tag: ETF equity dividend
U.S. Dividend Payouts Ramp Up in 1Q24
Investors may consider adding dividend strategies to their portfolios as U.S. dividend payments hit an all-time high in 1Q24. Companies globally are increasing payouts, with U.S. firms like Disney, Meta, and T-Mobile driving the trend. This could benefit dividend-focused ETFs like VIG and SCHD, with total payouts projected to reach $1.72 trillion in 2024.
WisdomTree adds UK quality dividend growth ETF
WisdomTree has expanded its flagship suite of equity ETFs targeting dividend-paying companies that have strong fundamental metrics with future dividend growth potential. The strategy targets
WisdomTree’s International Quality Dividend Growth Strategy: 10 Years Later
The WisdomTree International Quality Dividend Growth Index (WTIDG) and the WisdomTree International Hedged Quality Dividend Growth Index (WTIDGH) mark their ten-year anniversaries at the end of November. Both track profitable and growing companies and have outperformed the MSCI EAFE Index and MSCI EAFE Local Index respectively over almost a decade. The hedged index, WTIDGH, has particularly benefited from USD strength during its lifetime. WisdomTree’s indexes employ strategies such as rebalancing, maintaining dividend stream weights, and limiting the impact of volatile currencies.
SCHD: A Magnificent Buy At This Time
The Schwab U.S. Dividend Equity ETF (SCHD) offers well-diversified stocks with economies of scale, high dividend growth, and a low expense ratio. Despite underperforming compared to the S&P 500 in the past 12 months, its shares are trading closer to the 52-week low, possibly indicating less downside risk. With reasonable valuations for its top holdings and consistent dividend growth, SCHD could provide stable income and potential long-term outperformance for investors.
DGRO Vs. VIG: Picking A Winner For 2023
In my last article on DGRO, I declared this ETF as the best 2019 ETF for dividend growth investors. Four years later, we live in a very different world. Further, VIG, one of DGRO’s main competitors, has also changed somewhat in structure. What does this all mean for investors in 2023? In this article, I do a deep dive into both ETFs, featuring both their similarities and differences.
RDVY: Double-Digit Dividend Growth, Cheap Valuation, Good Performance Track-Record
RDVY is a simple dividend growth index ETF. Dividends have grown over 20% per year since inception, vastly outpacing its peers. Although the fund is a solid dividend growth fund, it currently only yields 2.3%
The Beauty Of REIT Dividend Aristocrats
During times of elevated probability for distress, stability and income predictability are becoming increasingly important factors within typical investor portfolios. While these “flight-to-safety” dynamics warrant the
DIVZ: Tactical Adjustments Made To Help Defensive Dividend Investors (NYSEARCA:DIVZ)
DIVZ is an actively-managed low-volatility ETF that has a 3.13% expected dividend yield. It was shortlisted for Active Equity ETF of the Year based on performance and fund flows in 2022.High Energy exposure was a big reason.
Top 4 Dividend Growth ETFs
Dividend growth ETFs provide instant diversification.Although I have a strong preference for a particular ETF, I contend that it is reasonable to also diversify one’s ETF investments.The average yield for the highlighted ETFs is 2.41%, and the average annual dividend growth rate is nearly 11%.
DWX: Global ETF With A 4% Yield And Caveats
The SPDR S&P International Dividend ETF tracks an index of 100 ex-US dividend stocks.Its top countries are Japan and Canada, and its top sector is utilities.It has some exposure to geopolitical risks related to China.It has suffered a significant decay in capital and distribution since inception.Quantitative Risk & Value members get exclusive access to our real-world portfolio.
SCHD: Why I Doubled My Investment In This 3.6% Yielding Dividend ETF
Market woes have created a buying opportunity for the Schwab U.S. Dividend Equity ETF. Diversification matters now more than anything and the fund could provide stability. Investors can presently secure an attractive 3.6% dividend yield.
JEPI ETF: Stellar Dividends In Volatile Market Conditions
Depending on investors’ tax brackets and risk tolerances, JEPI’s stellar dividend yield can offer excellent income during this uncertain macroeconomic environment. The recent banking crisis, the Fed’s continuous interest rate hikes, and OPEC+ cuts may further contribute to the volatile market sentiments, sustaining JEPI’s returns through 2024, if not 2025.Combined with JPM’s excellent backing, investors may want to add JEPI into their portfolio, to balance long-term dividend income and portfolio growth.
Vanguard Dividend Growth’s Longtime Manager to Step Down in 2024
Fisher took over the Wellington Global Dividend Growth separate-account strategy from Kilbride in 2016, and its composite delivered stellar total and risk-adjusted returns on a trailing three-, five-, and 10-year basis