Entering text into the input field will update the search result below

December Dividend And Income ETF Report: The Ultimate Investors Guide


  • 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.
  • Looking for a helping hand in the market? Members of Hoya Capital Income Builder get exclusive ideas and guidance to navigate any climate. Learn More »
Business concept of 2022 new year. Turned a wooden cube and changed number 2021 to 2022. Black alarm clock. Beautiful white background, copy space. 2022 new year concept.

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

The Sunday Investor Joins Income Builder

The Sunday Investor has teamed up with Hoya Capital to launch the premier income-focused investing service on Seeking Alpha. Members receive complete early access to our articles along with exclusive income-focused model portfolios and a comprehensive suite of tools and models to help build sustainable portfolio income targeting premium dividend yields of up to 10%.

hoya capital income builder

Whether your focus is High Yield or Dividend Growth, we’ve got you covered with actionable investment research focusing on real income-producing asset classes that offer potential diversification, monthly income, capital appreciation, and inflation hedging. Start A Free 2-Week Trial Today!

This article was written by

The Sunday Investor profile picture

The Sunday Investor is a Chartered Investment Manager with a Bachelor’s in commerce on track to become a licensed options and derivatives trading advisor. His insights into how ETFs are constructed at the industry level go deeper than most to include a set of alternative funds for a range of innovative ETF ideas. He is active in the comments section and ready to answer questions about any ETFs you might be considering as long investments.

He is a contributor to the investing group Hoya Capital Income Builder where he manages the "Active Equity ETF Model Portfolio." Hoya Capital Income Builder helps investors achieve dependable monthly income, portfolio diversification, and inflation hedging. It provides investment research on REITs, ETFs, closed-end funds, preferreds, and dividend champions across asset classes. Hoya offers income-focused portfolios targeting dividend yields up to 10%. Learn more.

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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

Comments (30)

Any thoughts on QRMI?
Thinking about opening a position.
whaleshrimp profile picture
Lots of information in a very easy to use format. Big Thumbs up from a new subscriber.
The Sunday Investor profile picture
@whaleshrimp Thanks so much! Glad to have you on HCIB too, feel free to send us any questions or requests. All the best.
High quality article. Very informative. Please expand on the different ETFs going forward.

For example, please expand for best income generators, low volatility (retirement) or high dividend, high growth, etc.
The Sunday Investor profile picture
@No way Jose Thanks so much! I try to cover many ETFs in depth, but just with regular articles instead. Is there another group of ETFs you'd like to see added?

Happy New Year!
amegalo profile picture
A article for every type of investor. Thank you
The article was well organized.
The Sunday Investor profile picture
@amegalo I appreciate that! Glad you found it useful, and hope you'll come back next month for the January update.
Thank you. I am a retired, yet rookie investor. This was immensely helpful. As with most articles here, I need to read several times and digest. Following you now.
The Sunday Investor profile picture
@Charlie 21 Thanks! There's a lot to sort through for sure, and I've covered most of the ETFs listed in this article at one point or another. The comments section can be quite useful too, as a lot of veteran investors are happy to share their experiences. Good luck!
Thanks much for the very good ETF summary/evaluation. The comments about "endowment bias" was a major takeaway for me.
The Sunday Investor profile picture
@slotcanyon Thanks, I write it as a reminder to myself as well. Always good to keep your options open! All the best.
Great article, will be very helpful in my near term decision making on adding a few new etf’s to the portfolio.
The Sunday Investor profile picture
@Jmhmedical_Joe Thanks! Hope you'll keep reading them each month! Best of luck this year.
A great service, thank you. Now I need to sort it out, read it through again, and finally use it. Good job, thank you again. Happy and prosperous new year wishes to you and your family.
The Sunday Investor profile picture
@bayfieldcounty1972 Thanks for such kind words! I wish the same for you and your family, and feel free to send any questions my way as you're researching. Best of luck!
Damon Judd profile picture
QYLD shows a yield of 27%. Is that because it included the special in December? Seems to be artificially high 5-yr return too.
The Sunday Investor profile picture
@EnigmaDude Yes, the dividend yield is impact by the special dividend in December, and it's sourced straight from SA. I don't think there's an issue with the 5Y return though - 71.65% is from Portfolio Visualizer and it's also consistent with other sources like YCharts.

Damon Judd profile picture
@The Sunday Investor excellent. Thanks for the additional info.
It got me to thinking so I then used PV to compare 2 other investments that I am long to compare the 5 yr returns. I compared QYLD to $RA and $HTGC. Surprisingly, RA was very similar to QYLD but HTGC outperformed them both by more than 2%.
The Sunday Investor profile picture
@EnigmaDude Nice! I didn't get that link to the portfolio you created though. Instead, when you run the analysis you'll see three buttons: Link, PDF, and Excel. Right click on the link one, then click copy link address, and then you can paste. That's how I do it at least for all my articles! It's a good tool for just running simulations, rebalancing at certain intervals, etc.

All the best.
Great information conveyed in a clear, straightforward, easy to understand manner. Thank you for your efforts, and Happy New Year!
The Sunday Investor profile picture
@jsbrown1209 Thanks very much. Happy New Year as well!
Great info - thanks.
Interesting stuff! Thanks for sharing
The Sunday Investor profile picture
@knoxmarlow You're welcome! Thanks for commenting.
Thanks. Excellent work.
The Sunday Investor profile picture
@Ktennis_00 Thanks! Appreciate you reading and taking the time to comment. Like the username too, I need to get back on court myself in the new year. Good luck!
Disagree with this article? Submit your own. To report a factual error in this article, . Your feedback matters to us!

Related Stocks

SymbolLast Price% Chg
Aptus Collared Investment Opportunity ETF
Cumulus Media Inc.
VictoryShares US Small Cap High Div Volatility Wtd ETF
First Trust Dorsey Wright Momentum & Dividend ETF
WisdomTree U.S. SmallCap Dividend Fund ETF

Related Analysis

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.