December Dividend And Income ETF Report: The Ultimate Investors Guide

Summary

• Each month, I give a broad overview of dividend and income-focused ETFs, selecting them from my growing database of about 750 funds.
• I've added a seventh category to this monthly series: risk management ETFs, bringing the total number of funds analyzed to 88.
• December saw the market take a defensive turn, with high-yield dividend stocks delivering a median return of 7.52% compared with 4.63% for the S&P 500.
• Consumer Staples, Real Estate, and Utilities ETFs nearly earned double-digit returns last month, so any ETFs overweight these sectors likely performed well.
• Use this article as a quick summary on periodic performances, risk-adjusted returns, yield, growth, turnover, and concentration, as well as links to more detailed analysis on selected ETFs.

Dzmitry Dzemidovich/iStock via Getty Images

Article Purpose

Welcome to the fourth edition of my monthly dividend and income ETF series, where I summarize key metrics for 76 ETFs across the U.S. dividend, income, and risk management categories. As an introduction for new readers, I started this series to make it easy

Analyst’s Disclosure:I/we have a beneficial long position in the shares of SCHD, MSFT, SPY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.