Dividend Index Funds
Index funds generally don’t try to beat the market by opportunistically buying or selling securities. Rather, they simply invest the assets of the fund or ETF to mirror the construction of an index (such as the S&P 500), giving investors a way to gain exposure to a specific part of the market. Index funds generally have lower relative costs compared with actively managed offerings. Here, we highlight those funds and ETFs that focus on companies that typically pay a dividend. Historically, dividends have accounted for a material portion of a stock’s total return.
|
Name
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
TTM Yield
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|---|
| AAM S&P 500 High Dividend Value ETF
SPDV
| 15.85% | 17.03% | 9.49% | 3.43% | 0.290% | $100.50M | |||
| ALPS O'Shares U.S. Quality Dividend ETF Shares
OUSA
| 6.57% | 14.10% | 9.04% | 1.40% | 0.480% | $709.39M | |||
| ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares
OUSM
| 6.00% | 11.74% | 7.74% | 2.11% | 0.480% | $779.14M | |||
| ALPS Sector Dividend Dogs ETF
SDOG
| 17.47% | 17.82% | 9.99% | 3.60% | 0.360% | $1.36B | |||
| Amplify Cash Flow Dividend Leaders ETF
COWS
| — | — | 15.66% | 16.46% | — | 1.41% | 0.190% | $40.03M | |
| Amplify S&P 500 Dividend Drivers ETF
DRVR
| — | — | — | — | — | — | 0.390% | $1.20M | |
| Fidelity Dividend ETF for Rising Rates
FDRR
| 17.81% | 22.49% | 13.14% | 2.05% | 0.150% | $748.01M | |||
| Fidelity High Dividend ETF
FDVV
| 11.47% | 19.95% | 13.75% | 2.82% | 0.150% | $10.15B | |||
| First Trust Dividend Strength ETF
FTDS
| 13.70% | 16.24% | 7.53% | 1.73% | 0.700% | $37.28M | |||
| First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
| 12.09% | 19.28% | 9.68% | 1.68% | 0.600% | $72.85M | |||
| First Trust Morningstar Dividend Leaders Index Fund
FDL
| 16.86% | 18.68% | 12.82% | 3.95% | 0.430% | $7.58B | |||
| First Trust Rising Dividend Achievers ETF
RDVY
| 18.95% | 21.59% | 12.38% | 0.87% | 0.470% | $25.23B | |||
| First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
| 17.69% | 17.62% | 10.13% | 2.63% | 0.500% | $65.62M | |||
| First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
| — | 9.06% | 14.83% | 9.24% | 1.03% | 0.580% | $10.90B | ||
| First Trust Value Line® Dividend Index Fund
FVD
| 4.25% | 10.47% | 5.92% | 2.39% | 0.620% | $7.56B | |||
| Franklin U.S. Core Dividend Tilt Index ETF
UDIV
| 18.41% | 25.05% | 14.77% | 1.42% | 0.060% | $159.23M | |||
| Franklin U.S. Dividend Booster Index ETF
XUDV
| — | — | 21.76% | — | — | 3.51% | 0.090% | $75.73M | |
| Franklin U.S. Low Volatility High Dividend Index ETF
LVHD
| 4.00% | 10.90% | 6.34% | 3.60% | 0.270% | $587.34M | |||
| Global X S&P 500® Quality Dividend ETF
QDIV
| 12.37% | 11.38% | 7.54% | 2.90% | 0.200% | $28.44M | |||
| Global X SuperDividend™ U.S. ETF
DIV
| 13.53% | 12.39% | 5.92% | 6.73% | 0.450% | $757.52M | |||
| Invesco Dividend Achievers™ ETF
PFM
| 9.17% | 16.36% | 10.50% | 1.37% | 0.520% | $770.41M | |||
| Invesco Dow Jones Industrial Average Dividend ETF
DJD
| 15.34% | 18.21% | 11.05% | 2.42% | 0.070% | $491.24M | |||
| Invesco High Yield Equity Dividend Achievers™ ETF
PEY
| 13.12% | 11.21% | 7.42% | 4.59% | 0.680% | $1.07B | |||
| Invesco S&P 500 High Dividend Growers ETF
DIVG
| — | 12.51% | — | — | 3.19% | 0.390% | $11.12M | ||
| Invesco S&P 500® High Dividend Low Volatility ETF
SPHD
| 1.52% | 11.63% | 6.70% | 5.12% | 0.300% | $3.16B |
United States