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A Checklist for Assessing Dividend ETFs (Part 1)

When selecting dividend ETFs, investors should look beyond funds' current yield.

Ben Johnson 18.07.2019

Exchange-traded products belonging to Morningstar’s “dividend” strategic-beta group form one of the largest contingents within this universe as measured by assets under management. As of the end of May 2019, these funds collectively held US$173 billion of investors’ assets in the U.S.

This group has been growing at a blistering pace in recent years. During the trailing decade, dividend ETPs in the U.S. have attracted nearly US$133 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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