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 markets. Index funds generally have lover 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
|
|---|---|---|---|---|---|---|---|---|
| iShares Select Dividend ETF
DVY
| 10.82% | 4.58% | 7.79% | 3.79% | 0.380% | 18.06 Bil | ||
| iShares Core High Dividend ETF
HDV
| 11.38% | 7.43% | 6.60% | 3.51% | 0.080% | 10.22 Bil | ||
| iShares Core Dividend Growth ETF
DGRO
| 14.82% | 6.69% | 11.04% | 2.36% | 0.080% | 27.28 Bil | ||
| iShares Core Dividend ETF
DIVB
| 19.23% | 6.29% | 12.22% | 2.85% | 0.050% | 381.29 Mil | ||
| Xtrackers S&P ESG Div Arstcrts ETF
SNPD
| — | 4.20% | — | — | 2.64% | 0.150% | 5.08 Mil | |
| WisdomTree US Total Dividend ETF
DTD
| 17.03% | 8.57% | 10.55% | 2.25% | 0.280% | 1.23 Bil | ||
| WisdomTree US SmallCap Qual Div Gr ETF
DGRS
| 13.06% | 3.08% | 8.56% | 2.29% | 0.380% | 358.49 Mil | ||
| WisdomTree US SmallCap Dividend ETF
DES
| 10.97% | 2.06% | 5.85% | 2.89% | 0.380% | 1.83 Bil | ||
| WisdomTree US Quality Dividend Gr ETF
DGRW
| 19.55% | 11.20% | 14.51% | 1.61% | 0.280% | 13.31 Bil | ||
| WisdomTree US MidCap Dividend ETF
DON
| 13.52% | 6.09% | 7.99% | 2.45% | 0.380% | 3.42 Bil | ||
| WisdomTree US LargeCap Dividend ETF
DLN
| 17.48% | 8.90% | 11.11% | 2.19% | 0.280% | 3.97 Bil | ||
| WisdomTree US High Dividend ETF
DHS
| 10.67% | 6.52% | 7.00% | 4.05% | 0.380% | 1.05 Bil | ||
| WBI Power Factor® High Dividend ETF
WBIY
| 15.83% | 6.36% | 8.37% | 4.20% | 1.000% | 58.94 Mil | ||
| VictoryShares US SmCp Hi Div Vol Wtd ETF
CSB
| 7.34% | −0.45% | 7.73% | 3.52% | 0.350% | 288.96 Mil | ||
| VictoryShares US LgCp Hi Div Vol Wtd ETF
CDL
| 12.04% | 5.72% | 8.82% | 3.62% | 0.350% | 334.35 Mil | ||
| VictoryShares US EQ Inc Enh Vol Wtd ETF
CDC
| 5.83% | −0.03% | 8.49% | 4.13% | 0.380% | 801.40 Mil | ||
| VictoryShares Dividend Accelerator ETF
VSDA
| 6.22% | 4.47% | 9.65% | 2.08% | 0.350% | 239.38 Mil | ||
| Vanguard High Dividend Yield Index Adm
VHYAX
| 15.39% | 7.23% | 9.58% | 2.98% | 0.080% | 67.18 Bil | ||
| Vanguard High Dividend Yield ETF
VYM
| 15.43% | 7.26% | 9.59% | 3.00% | 0.060% | 67.18 Bil | ||
| Vanguard Dividend Appreciation Index Adm
VDADX
| 14.95% | 7.38% | 11.60% | 1.82% | 0.080% | 92.68 Bil | ||
| Vanguard Dividend Appreciation ETF
VIG
| 14.98% | 7.41% | 11.61% | 1.84% | 0.060% | 92.68 Bil | ||
| VanEck Durable High Dividend ETF
DURA
| 2.74% | 3.66% | 5.81% | 3.42% | 0.300% | 51.06 Mil | ||
| Timothy Plan High Dividend Stock Enh ETF
TPHE
| — | 7.14% | — | — | 2.47% | 0.550% | 65.10 Mil | |
| Timothy Plan High Dividend Stock ETF
TPHD
| 13.29% | 7.44% | 9.41% | 2.23% | 0.520% | 218.68 Mil | ||
| Strive 1000 Dividend Growth ETF
STXD
| — | 16.11% | — | — | 1.34% | 0.350% | 41.30 Mil |