Vanguard Dividend Appreciation ETFNYSEARCA
Thu, Oct. 13, 3:51 PM
- Dividend strategies in general have done well this year, and dividend growth has outperformed since interest rates began their sharp rise in late summer.
- Evercore's Ahbra Banerji suggests even better returns by adding a screen for low payout ratios. Banerji and team tested large-caps, mid-caps, and small-caps, and found combining dividend yield, payout ratio, and growth outperformed simpler dividend strategies.
- His top picks using that troika: VF Corp (NYSE:VFC), with a 2.6% yield and 53.4% payout ratio; Tiffany (NYSE:TIF) 2.3% yield and 48.2% payout ratio; Marathon Petroleum (NYSE:MPC) 3.3% yield and 36.3% payout ratio; Phillips 66 (NYSE:PSX) 3% yield and 41.1% payout ratio; BB&T 3% and 42.7% payout ratio.
- ETFs: DVY, VIG, SDY, SCHD, NOBL, SDOG, ADX, DLN, DGRW, DHS, FDL, DTD, FVD, DVYL, PFM, SDYL, DGRO, JTD, LCEAX, RDVY, DIVC, REGL, LEAD, FDRR, FDVV
Tue, Oct. 11, 12:12 PM
- While REITs may be synonymous with dividend investing, some popular dividend ETFs contain zero real estate exposure. Among them are the Vanguard Dividend Appreciation Index (NYSEARCA:VIG), with a $22B in assets and a 2.1% yield, and the iShares Select Dividend ETF (NYSEARCA:DVY), with $16B in assets and a 3.1% yield.
- The SPDR S&P Dividend Fund (NYSEARCA:SDY), on the other hand, has 9% exposure to REITs vs. the S&P 500's 3% exposure. The WisdomTree MidCap Dividend Fund (NYSEARCA:DON) has 16% exposure to the new GICS sector for real estate. The PowerShares S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD) has a 14% real estate weighting.
- CFRA's Todd Rosenbluth: "Don’t make assumptions. Asset managers use the GICS classification system to report their exposure to various regardless of which index the fund follows. Investors can now easily see for themselves how much exposure a particular fund has to REIT stocks."
Thu, Oct. 6, 1:03 PM
- Though still beating the S&P 500 for the year, popular dividend ETFs underperformed in Q3 as the number of dividend increases fell 14%, and dividend cuts rose. On a net basis, there were $6B in dividend increases last quarter, down from $10B in Q3 one year ago, and $7.3B in Q2.
- In a world of still-invisible interest rates though, there's no flagging in the funds' popularity though. Vanguard's Dividend Appreciation ETF (NYSEARCA:VIG) took in $573M in Q3, while the iShares Select Dividend ETF (NYSEARCA:DVY) brought in $533M. The iShares Core High Dividend ETF (NYSEARCA:HDV) had net inflows of $591.4M, and nearly $1B in fresh money poured into the Vanguard High Dividend Yield ETF (NYSEARCA:VYM). State Street's SPDR S&P Dividend ETF had net inflows of $429M.
- Source: Teresa Rivas in Barron's
- ETFs: DVY, SCHD, SDOG, ADX, DLN, DHS, FDL, DTD, FVD, DVYL, SDYL, LCEAX
Sun, Sep. 11, 9:11 AM
- Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) - $0.393. 30-Day Sec yield of 2.10%.
- Vanguard High Dividend Yield ETF (NYSEARCA:VYM) - $0.483. 30-Day Sec yield of 3.14%.
- Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) - $0.175.
- Vanguard FTSE Pacific ETF (NYSEARCA:VPL) - $0.213.
- Vanguard FTSE Europe ETF (NYSEARCA:VGK) - $0.265.
- Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) - $0.450.
- Vanguard Extended Market ETF (NYSEARCA:VXF) - $0.306.
- Payable Sept. 19; for shareholders of record Sept. 15; ex-div Sept. 13. 30 Day SEC yield as of 09/09/16.
Tue, Jul. 12, 10:51 AM
- Because they historically haven't been yield names, tech stocks tend to be underweighted in dividend ETFs. The Vanguard Dividend Appreciation Index (NYSEARCA:VIG), the SPDR S&P Dividend (NYSEARCA:SDY), and the iShares Select Dividend (NYSEARCA:DVY) have 10%, 4%, and 2% of their assets, respectively, in tech.
- For those looking for more tech exposure in their dividend ETF, the First Trust Nasdaq Technology Dividend Index (NASDAQ:TDIV) has mostly big-cap tech and telecom services companies which have paid and not cut a dividend in the past year. Apple, Cisco, Qualcomm, Microsoft, and IBM are among the top-10 holdings.
- The WisdomTree U.S. Quality Dividend ETF (NASDAQ:DGRW) has 19% of its holdings in tech.
- The Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) and FlexShares Quality Dividend Defensive ETF (NYSEARCA:QDEF) each have double-digit percentage of AUM in tech.
Mon, Jun. 20, 10:51 AM
- Vanguard Extended Market ETF (NYSEARCA:VXF) - $0.219. 30-Day Sec yield of 1.44%.
- Vanguard Industrials ETF (NYSEARCA:VIS) - $0.484. 30-Day Sec yield of 1.93%.
- Vanguard Telecommunication Services ETF (NYSEARCA:VOX) - $0.593. 30-Day Sec yield of 3.02%.
- Vanguard REIT ETF (NYSEARCA:VNQ) - $0.764.
- Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) - $0.446. 30-Day Sec yield of 2.15%.
- Vanguard High Dividend Yield ETF (NYSEARCA:VYM) - $0.578. 30-Day Sec yield of 3.23%.
- Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) - $0.822. 30-Day Sec yield of 2.46%.
- Vanguard Mega Cap ETF (NYSEARCA:MGC) - $0.368. 30-Day Sec yield of 2.17%.
- Payable June 27; for shareholders of record June 23; ex-div June 21. 30 Day SEC yield as of 6/17/16.
Wed, Jun. 15, 12:30 PM| Wed, Jun. 15, 12:30 PM | 48 Comments
Fri, Mar. 18, 7:16 AM
Mon, Mar. 14, 12:13 PM
- Nasdaq is making annual changes to its U.S. Broad Dividend Achievers Index, adding AFG, AMP, ATRI, BOBE, BOKF, CMI, CNP, CTWS, DAKT, GK, ISCA, MNRO, NHC, NWE, OKS, SRCE, STE, STON, SXT, THG, TLP, TMK, and TRV.
- To be dropped: ARG, COP, DRI, NC, STR, THFF, VSEC, WMB.
- The index is comprised of stocks with at least ten straight years of boosting annual dividend payments, and is tracked by the Vanguard Dividend Appreciation ETF (NYSEARCA:VIG).
- The changes become effective ahead of the open on March 21.
Thu, Mar. 3, 11:51 AM
- The company yesterday launched the Vanguard International High Dividend Yield Index Fund (VYMI) and the Vanguard International Dividend Appreciation Index Fund (VIGI). Both ETFs come alongside "investor" and "admiral" classes of mutual funds.
- VYMI, with a 0.3% expense ratio, tracks the FTSE All-World ex-U.S. High Dividend Yield Index which has more than 800 of the highest-yielding large- and small-cap stocks in both developed and emerging markets. VIGI, with a 0.25% expense ratio, tracks the Nasdaq International Dividend Achievers Select Index, which holds about 200 stocks with long track records of dividend boosts.
- The funds are international cousins to the $12B Vanguard High Dividend Yield Index Fund (NYSEARCA:VYM) and the $19B Vanguard Dividend Appreciation Index Fund (NYSEARCA:VIG). The new products also have cheaper fees than the SPDR International Dividend ETF (NYSEARCA:DWX), which charges 0.45%, and the iShares International Select Dividend ETF (NYSEARCA:IDV), which charges 0.5%.
Dec. 22, 2015, 4:49 PM
Sep. 22, 2015, 2:05 PM
Jul. 21, 2015, 11:43 AM
- IBM is lower by 5.5% after its quarterly results, dragging the price-weighted Dow down by 1.1%, while the S&P 500 is off just 0.4%.
- Also underperforming the S&P 500 thanks to exposure to IBM are a number of dividend/buyback ETFs.
- The First Trust Nasdaq Technology ETF (TDIV -0.7%) has 8.6% of its portfolio in Big Blue. Other relatively sizable holders include the PowerShares Buyback Achievers ETF (PKW -0.9%), the Vanguard Dividend Appreciation ETF (VIG -0.8%), and the Schwab U.S. Dividend Equity ETF (SCHD -0.6%).
- Previously: IBM down 4.4% following mixed Q2; cost cuts, buybacks boost EPS(July 20)
Jun. 25, 2015, 9:38 AM
Mar. 20, 2015, 11:26 AM
Mar. 11, 2015, 11:51 AM
- At the top of the list of those outperforming the largest dividend ETFs and the S&P 500 by a sizable margin is the Deep Value ETF (NYSEARCA:DVP) - launched last September - up 3.1% YTD.
- Also outperforming: Cambria Shareholder Yield (NYSEARCA:SYLD), First Trust NASDAQ Rising Dividend Achiever (NASDAQ:RDVY), FlexShares Quality Dividend (NYSEARCA:QDF), and WisdomTree U.S. Dividend Growth (NASDAQ:DGRW).
- The three largest dividend ETFs: VIG, DVY, SDY - are lagging not only the above relative newcomers, but the S&P 500 as well.
- Seeking Alpha RTA subscribers for the 5 outperformers: 892.
- Seeking Alpha RTA subscribers for the popular laggards: 16,740.
- ETFs: DVY, SCHD, SDOG, DLN, DHS, FDL, DTD, FVD, DVYL, SDYL