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Not All Dividend ETFs Are Created Equal

Consider price, yield, growth and stability

Ben Johnson 17.08.2017

Exchange-traded products that are labeled with the “dividend-screened/weighted” attribute within Morningstar’s strategic-beta taxonomy represent the largest contingent of this universe as measured by assets under management in the U.S. As of the end of May, these funds collectively held US$162 billion of investors’ assets. This represents 26% of the US$620 billion in the broader strategic-beta grouping.

This group has been growing at a blistering pace in recent years. During the trailing decade, dividend-oriented ETPs have attracted nearly US$117 billion in new assets.

This should come as little surprise in the context of the prevailing interest-rate regime and the secular upward trend in demand for sources of investment income, as the first waves of baby boomers have entered retirement.

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About Author

Ben Johnson  Ben Johnson, CFA is the Director of Passive Fund Research with Morningstar.

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