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May Dividend ETF Report: New Format, Plus My Top Picks For June


  • I've redesigned my monthly dividend ETF report to allow readers to download dozens of metrics for nearly 100 funds.
  • You can quickly sort by key features like fees, AUM, dividend yield, dividend growth, volatility, turnover, returns, and risk-adjusted returns to find the best ETF for you.
  • In May, high-dividend-yield ETFs like FDL and DHS continued to soar, outperforming the S&P 500 by nearly 6%. In contrast, more popular funds like VIG actually declined.
  • I'll also name five ETFs I think will outperform in June and five you should avoid.
  • Looking for a portfolio of ideas like this one? Members of Hoya Capital Income Builder get exclusive access to our model portfolio. Learn More »

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Khaosai Wongnatthakan/iStock via Getty Images


Welcome to the ninth edition of my monthly dividend and income ETF report, where I aim to highlight the latest results and fundamentals for nearly 100 ETFs stretching across seven unique categories. For this month, to save

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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, CDC, SPY, DGRO 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.

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Comments (12)

@The Sunday Investor ,
The source file you provided to us has a lot of excellent info on it. It certainly helps reinforce why I'm holding SCHD. Thanks for sharing your great work.
Could you add current yield % to all of your charts? Thx!
BamaCajun profile picture
Which dividend ETFs have the best, long-term, overall methodology(yield + total return)?
The chart is very good; thank you. But I don't understand how and ETF of stocks like FDL and DHS can be hitting new highs if the underlying are not. Or am I just in all the wrong dividend stocks?
The Sunday Investor profile picture
@eric litvak If you were to plot the prices of FDL and DHS's constituents relative to their 52-week high and low prices, they were at 74.24% and 71.31% of this range as of May 31. GBDV, HDV, and SPHD round out the top 5, so the underlying holdings are performing much better than other ETFs. VIG, for example, is only at 45.97%.

This is mostly attributable to sector allocation differences. Utilities and Energy are doing well, so if you don't have much exposure there, it would have been hard to beat the market by much this year.
@The Sunday Investor apparently I did not understand that. Thank you for the response.
hafen profile picture
Thanks. It’s a good resource, but, IMHO, quarterly, rather than monthly, would be better. These stocks don’t need to rebalance monthly, it wold be easier for you, less reader by us, and I think, it would have a better longer term effect.
Why would you spend time on such an in-depth article yet never list the dividend yield of any of these etf's? It would seem that would be important for high-yield etf's .
The Sunday Investor profile picture
@dvince26 Did you happen to download the source file listed in the introduction? I'm hoping you just missed it because it is a lot of effort putting this together and I think it's presented in a convenient way. With that said, if you and others don't find it valuable, I'll have to take that into consideration for next month. All the best!
What's your rationale for including DDIV in the Buy list? Is it just for exposure to the mid and small cap value category? It's exp. ratio (60 bps) is out of line; it's AUM ($73M) are low; and its 86% exposure to just 3 sectors (financials, energy, and real estate) are not diversified and subject to market fluctuations.
The Sunday Investor profile picture
@MDR1908 Hi and thanks for commenting! It's primarily for a hedge against inflation and interest rates. DDIV's largest industry is mortgage REITs. It holds three totaling 14%, including NRZ, a mortgage servicing REIT, which looks great to me and is also in HOMZ and RIET, two ETFs managed by Hoya Capital.

DDIV's regional banks and oil stocks also look strong, as do its life insurance holdings. I see some weakness in a few REIT holdings (Iron Mountain, for example), and it's not as poorly diversified as you may think (only 50 stocks, but they stretch across 22 industries). I figure it's very different than what most dividend investors hold, and as I mentioned in the article, it's likely most lack inflation protection. DDIV helps solve that, we'll see how it turns out :)
@The Sunday Investor Just looked at DDIV is a very interesting ETF.
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