The JPMorgan U.S. Dividend ETF: An Unproven Strategy In An Unknown Time


  • JDIV selects large and mid-cap U.S. stocks based on both dividend yield and risk-adjusted returns within each sector.
  • It has 240 holdings with most of them in defensive sectors, including Consumer Staples and Utilities.
  • While the ETF is likely to outperform during the next bear market, I recommend sticking with more established ETFs with a similar defensive composition.

Cost Benefits Matrix Graph Concept
Photo by IvelinRadkov/iStock via Getty Images

Investment Thesis

The JPMorgan U.S. Dividend ETF (NYSEARCA:JDIV) is a fund that uses a bottom-up, rules-based approach to select the best stocks based on a combination of both volatility and risk. It is a relatively

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I'm a data-driven ETF analyst who likes to do deep dives into how funds are constructed and what factors are likely to make them winners or losers. I have a database of over 700 ETFs that I follow, so I'm able to show readers the best- and worst-performing funds in each category with each one I review. My preference is for stocks to have strong cash-generating and debt management qualities. I welcome all questions, comments, and suggestions for improvement, and I enjoy my time engaging with the Seeking Alpha community.

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