JamesAmbos
2021-08-17
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If you own an S&P 500 fund, you might want to consider replacing it with this better-performing dividend-stock fund
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But what would you say if you were offered an exchange traded fund that takes less risk than the S&P 500 but has outperformed it? \n</p>\n<p>\n The First Trust Rising Dividend Achievers ETF <a href=\"https://laohu8.com/S/RDVY\">$(RDVY)$</a> holds 50 stocks -- it is equally weighted, with the portfolio reconstituted annually and rebalanced each quarter. \n</p>\n<p>\n Here's how it has performed over the past five years against the SPDR S&P 500 ETF <a href=\"https://laohu8.com/S/SPY.AU\">$(SPY.AU)$</a>, which tracks the benchmark S&P 500 , and the Vanguard Total Stock Market ETF <a href=\"https://laohu8.com/S/VTI.AU\">$(VTI.AU)$</a>, which has also beaten the S&P 500: \n</p>\n<p>\n The First Trust Rising Dividend Achievers ETF is rated five stars (the highest) by Morningstar and has $5.1 billion in assets under management. The SPDR S&P 500 ETF has about $386 billion in assets, and the Vanguard Total Stock Market ETF has about $264 billion. \n</p>\n<p>\n When the First Trust Rising Dividend Achievers ETF reconstitutes its portfolio each March, it begins with the 1,000 largest U.S.-listed companies (excluding real estate investment trusts), with average trading volume of at least 5 million shares over the previous three months. \n</p>\n<p>\n Companies eligible to be held by the fund must meet these criteria: \n</p>\n<p>\n The companies are then ranked by a combination of dividend increases over the previous five years, current payout ratio and current dividend yield. The 50 with the best scores make up the portfolio, restricting any <a href=\"https://laohu8.com/S/AONE.U\">one</a> sector to 30% of the weighting. \n</p>\n<p>\n This approach of selecting \"quality\" dividend growers is far less concentrated than the S&P 500 because of the equal weighting. Most broad indexes are weighted by market capitalization. This means the five largest companies in the SPDR S&P 500 ETF (Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB) and both share classes of Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL)) make up 22% of the SPDR S&P 500 ETF. Among those five, Apple and Microsoft are held by the First Trust Rising Dividend Achievers ETF. \n</p>\n<p>\n Digging into the portfolio \n</p>\n<p>\n Among the 50 stocks held by the First Trust Rising Dividend Achievers ETF, 24 have current dividend yields higher than 2.00%, which compares to a weighted aggregate dividend yield of 1.35% for the S&P 500, according to FactSet. That said, the focus for the ETF isn't dividend income, it is long-term growth -- the ETF itself pays a small quarterly dividend, for a yield of less than 1%. \n</p>\n<p>\n An important factor in the ETF's stock selection is five-year growth of quality dividends -- those well-covered by cash flow. This points to something that may fascinate long-term investors: The correlation with a growing dividend and long-term performance. If you hold a group of individual stocks that fit the bill, you can even build a solid dividend income stream years down the line, while also going for growth. \n</p>\n<p>\n Here's a screen of the 50 stocks held by the First Trust Rising Dividend Achievers ETF, highlighting growth of dividends and rising dividend yields. \n</p>\n<p>\n Starting with the 50 stocks held by the fund, here are the 24 that had dividend yields of at least 2.00% five years ago. The list is sorted by the compound annual growth rate (CAGR) for dividends over the past five years. It also shows the higher yield for an investor who bought those shares five years ago, based on the price they paid then: \n</p>\n<pre><table><tbody><tr><td>Company</td><td>Five-year dividend CAGR</td><td>Dividend yield on shares purchased five years ago</td><td>Dividend yield -- five years ago</td><td>Current dividend yield for a new investor</td><td>Price change -- 5 years</td><td>Total Return -- 5 Years </td></tr><tr><td><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> MS</td><td>28.5%</td><td>9.60%</td><td>2.74%</td><td>2.68%</td><td>259%</td><td>305% </td></tr><tr><td>$Bank of America Corp(BAC-N)$. BAC</td><td>22.9%</td><td>5.63%</td><td>2.01%</td><td>1.99%</td><td>183%</td><td>212% </td></tr><tr><td>Texas Instruments Inc. TXN</td><td>21.8%</td><td>5.84%</td><td>2.18%</td><td>2.17%</td><td>169%</td><td>207% </td></tr><tr><td>NetApp Inc. NTAP</td><td>21.4%</td><td>7.03%</td><td>2.67%</td><td>2.41%</td><td>192%</td><td>233% </td></tr><tr><td>Best Buy Co. Inc. BBY</td><td>20.1%</td><td>8.03%</td><td>3.21%</td><td>2.37%</td><td>239%</td><td>287% </td></tr><tr><td>PNC Financial Services Group Inc. PNC</td><td>17.8%</td><td>5.88%</td><td>2.59%</td><td>2.59%</td><td>128%</td><td>163% </td></tr><tr><td><a href=\"https://laohu8.com/S/FNFV\">Fidelity National Financial Inc</a>. FNF</td><td>13.8%</td><td>6.01%</td><td>3.15%</td><td>3.28%</td><td>83%</td><td>115% </td></tr><tr><td>JPMorgan Chase & Co. JPM</td><td>13.4%</td><td>5.51%</td><td>2.94%</td><td>2.23%</td><td>148%</td><td>184% </td></tr><tr><td>Automatic Data Processing Inc. ADP</td><td>11.9%</td><td>4.13%</td><td>2.35%</td><td>1.73%</td><td>138%</td><td>166% </td></tr><tr><td>Air Products and Chemicals Inc. APD</td><td>11.8%</td><td>4.33%</td><td>2.48%</td><td>2.16%</td><td>100%</td><td>126% </td></tr><tr><td><a href=\"https://laohu8.com/S/ANTM\">Anthem Inc</a>. ANTM</td><td>11.7%</td><td>3.47%</td><td>2.00%</td><td>1.23%</td><td>182%</td><td>202% </td></tr><tr><td>Hartford Financial Services Group Inc. HIG</td><td>10.8%</td><td>3.49%</td><td>2.10%</td><td>2.06%</td><td>70%</td><td>90% </td></tr><tr><td>Aflac Inc. AFL</td><td>10.0%</td><td>3.63%</td><td>2.26%</td><td>2.30%</td><td>58%</td><td>78% </td></tr><tr><td><a href=\"https://laohu8.com/S/WSM\">Williams-Sonoma Inc</a>. WSM</td><td>9.8%</td><td>4.37%</td><td>2.74%</td><td>1.44%</td><td>203%</td><td>247% </td></tr><tr><td>Honeywell International Inc. HON</td><td>9.3%</td><td>3.37%</td><td>2.15%</td><td>1.60%</td><td>110%</td><td>134% </td></tr><tr><td>HP Inc. HPQ</td><td>9.3%</td><td>5.43%</td><td>3.47%</td><td>2.55%</td><td>113%</td><td>148% </td></tr><tr><td>Microsoft Corp. MSFT</td><td>9.2%</td><td>3.87%</td><td>2.49%</td><td>0.77%</td><td>400%</td><td>443% </td></tr><tr><td>Apple Inc. AAPL</td><td>9.1%</td><td>3.25%</td><td>2.11%</td><td>0.59%</td><td>451%</td><td>487% </td></tr><tr><td>Cisco Systems Inc. CSCO</td><td>7.3%</td><td>4.79%</td><td>3.37%</td><td>2.62%</td><td>83%</td><td>114% </td></tr><tr><td>Cummins Inc. CMI</td><td>7.2%</td><td>4.58%</td><td>3.24%</td><td>2.43%</td><td>89%</td><td>117% </td></tr><tr><td>Intel Corp. INTC</td><td>6.0%</td><td>4.02%</td><td>3.01%</td><td>2.60%</td><td>55%</td><td>76% </td></tr><tr><td>Qualcomm Inc. QCOM</td><td>5.1%</td><td>4.41%</td><td>3.44%</td><td>1.85%</td><td>138%</td><td>181% </td></tr><tr><td>Archer-Daniels-Midland Co. ADM</td><td>4.3%</td><td>3.36%</td><td>2.72%</td><td>2.39%</td><td>40%</td><td>64% </td></tr><tr><td>MetLife Inc. MET</td><td>3.7%</td><td>5.42%</td><td>4.52%</td><td>3.06%</td><td>77%</td><td>112% </td></tr><tr><td>Source: FactSet </td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table></pre>\n<p>\n Click on the tickers for more about each company. \n</p>\n<p>\n This list shows how high the yields would have grown for an investor who bought these stocks five years ago. It includes price changes, for an investor who didn't reinvest dividends and total returns for one who did. \n</p>\n<p>\n If you are looking to build an income stream, a long-term approach my be better than focusing on current yield. \n</p>\n<p>\n For long-term growth investors, the First Trust Rising Dividend Achievers ETF's stock-selection approach has worked out well, as its five-year return has been well above those of the S&P 500 and Vanguard's Total Stock Market ETF for five years. \n</p>\n<p>\n Don't miss: 20 stocks for maximum growth as the world switches to clean energy \n</p>\n<p>\n -Philip van Doorn \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n August 16, 2021 08:47 ET (12:47 GMT)\n</p>\n<p>\n Copyright (c) 2021 Dow Jones & Company, Inc.\n</p>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If you own an S&P 500 fund, you might want to consider replacing it with this better-performing dividend-stock fund</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf you own an S&P 500 fund, you might want to consider replacing it with this better-performing dividend-stock fund\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-16 20:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW If you own an S&P 500 fund, you might want to consider replacing it with this better-performing dividend-stock fund\n</p>\n<p>\n By Philip van Doorn \n</p>\n<p>\n The First Trust Rising Dividend Achievers ETF selects quality dividend stocks while spreading risk evenly \n</p>\n<p>\n Most investors are aware that active money managers are hard-pressed to match the performance of broad -- and inexpensive -- index funds. But what would you say if you were offered an exchange traded fund that takes less risk than the S&P 500 but has outperformed it? \n</p>\n<p>\n The First Trust Rising Dividend Achievers ETF <a href=\"https://laohu8.com/S/RDVY\">$(RDVY)$</a> holds 50 stocks -- it is equally weighted, with the portfolio reconstituted annually and rebalanced each quarter. \n</p>\n<p>\n Here's how it has performed over the past five years against the SPDR S&P 500 ETF <a href=\"https://laohu8.com/S/SPY.AU\">$(SPY.AU)$</a>, which tracks the benchmark S&P 500 , and the Vanguard Total Stock Market ETF <a href=\"https://laohu8.com/S/VTI.AU\">$(VTI.AU)$</a>, which has also beaten the S&P 500: \n</p>\n<p>\n The First Trust Rising Dividend Achievers ETF is rated five stars (the highest) by Morningstar and has $5.1 billion in assets under management. The SPDR S&P 500 ETF has about $386 billion in assets, and the Vanguard Total Stock Market ETF has about $264 billion. \n</p>\n<p>\n When the First Trust Rising Dividend Achievers ETF reconstitutes its portfolio each March, it begins with the 1,000 largest U.S.-listed companies (excluding real estate investment trusts), with average trading volume of at least 5 million shares over the previous three months. \n</p>\n<p>\n Companies eligible to be held by the fund must meet these criteria: \n</p>\n<p>\n The companies are then ranked by a combination of dividend increases over the previous five years, current payout ratio and current dividend yield. The 50 with the best scores make up the portfolio, restricting any <a href=\"https://laohu8.com/S/AONE.U\">one</a> sector to 30% of the weighting. \n</p>\n<p>\n This approach of selecting \"quality\" dividend growers is far less concentrated than the S&P 500 because of the equal weighting. Most broad indexes are weighted by market capitalization. This means the five largest companies in the SPDR S&P 500 ETF (Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB) and both share classes of Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL)) make up 22% of the SPDR S&P 500 ETF. Among those five, Apple and Microsoft are held by the First Trust Rising Dividend Achievers ETF. \n</p>\n<p>\n Digging into the portfolio \n</p>\n<p>\n Among the 50 stocks held by the First Trust Rising Dividend Achievers ETF, 24 have current dividend yields higher than 2.00%, which compares to a weighted aggregate dividend yield of 1.35% for the S&P 500, according to FactSet. That said, the focus for the ETF isn't dividend income, it is long-term growth -- the ETF itself pays a small quarterly dividend, for a yield of less than 1%. \n</p>\n<p>\n An important factor in the ETF's stock selection is five-year growth of quality dividends -- those well-covered by cash flow. This points to something that may fascinate long-term investors: The correlation with a growing dividend and long-term performance. If you hold a group of individual stocks that fit the bill, you can even build a solid dividend income stream years down the line, while also going for growth. \n</p>\n<p>\n Here's a screen of the 50 stocks held by the First Trust Rising Dividend Achievers ETF, highlighting growth of dividends and rising dividend yields. \n</p>\n<p>\n Starting with the 50 stocks held by the fund, here are the 24 that had dividend yields of at least 2.00% five years ago. The list is sorted by the compound annual growth rate (CAGR) for dividends over the past five years. It also shows the higher yield for an investor who bought those shares five years ago, based on the price they paid then: \n</p>\n<pre><table><tbody><tr><td>Company</td><td>Five-year dividend CAGR</td><td>Dividend yield on shares purchased five years ago</td><td>Dividend yield -- five years ago</td><td>Current dividend yield for a new investor</td><td>Price change -- 5 years</td><td>Total Return -- 5 Years </td></tr><tr><td><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> MS</td><td>28.5%</td><td>9.60%</td><td>2.74%</td><td>2.68%</td><td>259%</td><td>305% </td></tr><tr><td>$Bank of America Corp(BAC-N)$. BAC</td><td>22.9%</td><td>5.63%</td><td>2.01%</td><td>1.99%</td><td>183%</td><td>212% </td></tr><tr><td>Texas Instruments Inc. TXN</td><td>21.8%</td><td>5.84%</td><td>2.18%</td><td>2.17%</td><td>169%</td><td>207% </td></tr><tr><td>NetApp Inc. NTAP</td><td>21.4%</td><td>7.03%</td><td>2.67%</td><td>2.41%</td><td>192%</td><td>233% </td></tr><tr><td>Best Buy Co. Inc. BBY</td><td>20.1%</td><td>8.03%</td><td>3.21%</td><td>2.37%</td><td>239%</td><td>287% </td></tr><tr><td>PNC Financial Services Group Inc. PNC</td><td>17.8%</td><td>5.88%</td><td>2.59%</td><td>2.59%</td><td>128%</td><td>163% </td></tr><tr><td><a href=\"https://laohu8.com/S/FNFV\">Fidelity National Financial Inc</a>. FNF</td><td>13.8%</td><td>6.01%</td><td>3.15%</td><td>3.28%</td><td>83%</td><td>115% </td></tr><tr><td>JPMorgan Chase & Co. JPM</td><td>13.4%</td><td>5.51%</td><td>2.94%</td><td>2.23%</td><td>148%</td><td>184% </td></tr><tr><td>Automatic Data Processing Inc. ADP</td><td>11.9%</td><td>4.13%</td><td>2.35%</td><td>1.73%</td><td>138%</td><td>166% </td></tr><tr><td>Air Products and Chemicals Inc. APD</td><td>11.8%</td><td>4.33%</td><td>2.48%</td><td>2.16%</td><td>100%</td><td>126% </td></tr><tr><td><a href=\"https://laohu8.com/S/ANTM\">Anthem Inc</a>. ANTM</td><td>11.7%</td><td>3.47%</td><td>2.00%</td><td>1.23%</td><td>182%</td><td>202% </td></tr><tr><td>Hartford Financial Services Group Inc. HIG</td><td>10.8%</td><td>3.49%</td><td>2.10%</td><td>2.06%</td><td>70%</td><td>90% </td></tr><tr><td>Aflac Inc. AFL</td><td>10.0%</td><td>3.63%</td><td>2.26%</td><td>2.30%</td><td>58%</td><td>78% </td></tr><tr><td><a href=\"https://laohu8.com/S/WSM\">Williams-Sonoma Inc</a>. WSM</td><td>9.8%</td><td>4.37%</td><td>2.74%</td><td>1.44%</td><td>203%</td><td>247% </td></tr><tr><td>Honeywell International Inc. HON</td><td>9.3%</td><td>3.37%</td><td>2.15%</td><td>1.60%</td><td>110%</td><td>134% </td></tr><tr><td>HP Inc. HPQ</td><td>9.3%</td><td>5.43%</td><td>3.47%</td><td>2.55%</td><td>113%</td><td>148% </td></tr><tr><td>Microsoft Corp. MSFT</td><td>9.2%</td><td>3.87%</td><td>2.49%</td><td>0.77%</td><td>400%</td><td>443% </td></tr><tr><td>Apple Inc. AAPL</td><td>9.1%</td><td>3.25%</td><td>2.11%</td><td>0.59%</td><td>451%</td><td>487% </td></tr><tr><td>Cisco Systems Inc. CSCO</td><td>7.3%</td><td>4.79%</td><td>3.37%</td><td>2.62%</td><td>83%</td><td>114% </td></tr><tr><td>Cummins Inc. CMI</td><td>7.2%</td><td>4.58%</td><td>3.24%</td><td>2.43%</td><td>89%</td><td>117% </td></tr><tr><td>Intel Corp. INTC</td><td>6.0%</td><td>4.02%</td><td>3.01%</td><td>2.60%</td><td>55%</td><td>76% </td></tr><tr><td>Qualcomm Inc. QCOM</td><td>5.1%</td><td>4.41%</td><td>3.44%</td><td>1.85%</td><td>138%</td><td>181% </td></tr><tr><td>Archer-Daniels-Midland Co. ADM</td><td>4.3%</td><td>3.36%</td><td>2.72%</td><td>2.39%</td><td>40%</td><td>64% </td></tr><tr><td>MetLife Inc. MET</td><td>3.7%</td><td>5.42%</td><td>4.52%</td><td>3.06%</td><td>77%</td><td>112% </td></tr><tr><td>Source: FactSet </td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table></pre>\n<p>\n Click on the tickers for more about each company. \n</p>\n<p>\n This list shows how high the yields would have grown for an investor who bought these stocks five years ago. It includes price changes, for an investor who didn't reinvest dividends and total returns for one who did. \n</p>\n<p>\n If you are looking to build an income stream, a long-term approach my be better than focusing on current yield. \n</p>\n<p>\n For long-term growth investors, the First Trust Rising Dividend Achievers ETF's stock-selection approach has worked out well, as its five-year return has been well above those of the S&P 500 and Vanguard's Total Stock Market ETF for five years. \n</p>\n<p>\n Don't miss: 20 stocks for maximum growth as the world switches to clean energy \n</p>\n<p>\n -Philip van Doorn \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n August 16, 2021 08:47 ET (12:47 GMT)\n</p>\n<p>\n Copyright (c) 2021 Dow Jones & Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF","BAC":"美国银行","CSCO":"思科","UPRO":"三倍做多标普500ETF","OEX":"标普100","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","MSFT":"微软","AAPL":"苹果","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159229498","content_text":"MW If you own an S&P 500 fund, you might want to consider replacing it with this better-performing dividend-stock fund\n\n\n By Philip van Doorn \n\n\n The First Trust Rising Dividend Achievers ETF selects quality dividend stocks while spreading risk evenly \n\n\n Most investors are aware that active money managers are hard-pressed to match the performance of broad -- and inexpensive -- index funds. But what would you say if you were offered an exchange traded fund that takes less risk than the S&P 500 but has outperformed it? \n\n\n The First Trust Rising Dividend Achievers ETF $(RDVY)$ holds 50 stocks -- it is equally weighted, with the portfolio reconstituted annually and rebalanced each quarter. \n\n\n Here's how it has performed over the past five years against the SPDR S&P 500 ETF $(SPY.AU)$, which tracks the benchmark S&P 500 , and the Vanguard Total Stock Market ETF $(VTI.AU)$, which has also beaten the S&P 500: \n\n\n The First Trust Rising Dividend Achievers ETF is rated five stars (the highest) by Morningstar and has $5.1 billion in assets under management. The SPDR S&P 500 ETF has about $386 billion in assets, and the Vanguard Total Stock Market ETF has about $264 billion. \n\n\n When the First Trust Rising Dividend Achievers ETF reconstitutes its portfolio each March, it begins with the 1,000 largest U.S.-listed companies (excluding real estate investment trusts), with average trading volume of at least 5 million shares over the previous three months. \n\n\n Companies eligible to be held by the fund must meet these criteria: \n\n\n The companies are then ranked by a combination of dividend increases over the previous five years, current payout ratio and current dividend yield. The 50 with the best scores make up the portfolio, restricting any one sector to 30% of the weighting. \n\n\n This approach of selecting \"quality\" dividend growers is far less concentrated than the S&P 500 because of the equal weighting. Most broad indexes are weighted by market capitalization. This means the five largest companies in the SPDR S&P 500 ETF (Apple Inc. $(AAPL)$, Microsoft Corp. $(MSFT)$, Amazon.com Inc. $(AMZN)$, Facebook Inc. (FB) and both share classes of Alphabet Inc. $(GOOGL)$(GOOGL)) make up 22% of the SPDR S&P 500 ETF. Among those five, Apple and Microsoft are held by the First Trust Rising Dividend Achievers ETF. \n\n\n Digging into the portfolio \n\n\n Among the 50 stocks held by the First Trust Rising Dividend Achievers ETF, 24 have current dividend yields higher than 2.00%, which compares to a weighted aggregate dividend yield of 1.35% for the S&P 500, according to FactSet. That said, the focus for the ETF isn't dividend income, it is long-term growth -- the ETF itself pays a small quarterly dividend, for a yield of less than 1%. \n\n\n An important factor in the ETF's stock selection is five-year growth of quality dividends -- those well-covered by cash flow. This points to something that may fascinate long-term investors: The correlation with a growing dividend and long-term performance. If you hold a group of individual stocks that fit the bill, you can even build a solid dividend income stream years down the line, while also going for growth. \n\n\n Here's a screen of the 50 stocks held by the First Trust Rising Dividend Achievers ETF, highlighting growth of dividends and rising dividend yields. \n\n\n Starting with the 50 stocks held by the fund, here are the 24 that had dividend yields of at least 2.00% five years ago. The list is sorted by the compound annual growth rate (CAGR) for dividends over the past five years. It also shows the higher yield for an investor who bought those shares five years ago, based on the price they paid then: \n\nCompanyFive-year dividend CAGRDividend yield on shares purchased five years agoDividend yield -- five years agoCurrent dividend yield for a new investorPrice change -- 5 yearsTotal Return -- 5 Years Morgan Stanley MS28.5%9.60%2.74%2.68%259%305% $Bank of America Corp(BAC-N)$. BAC22.9%5.63%2.01%1.99%183%212% Texas Instruments Inc. TXN21.8%5.84%2.18%2.17%169%207% NetApp Inc. NTAP21.4%7.03%2.67%2.41%192%233% Best Buy Co. Inc. BBY20.1%8.03%3.21%2.37%239%287% PNC Financial Services Group Inc. PNC17.8%5.88%2.59%2.59%128%163% Fidelity National Financial Inc. FNF13.8%6.01%3.15%3.28%83%115% JPMorgan Chase & Co. JPM13.4%5.51%2.94%2.23%148%184% Automatic Data Processing Inc. ADP11.9%4.13%2.35%1.73%138%166% Air Products and Chemicals Inc. APD11.8%4.33%2.48%2.16%100%126% Anthem Inc. ANTM11.7%3.47%2.00%1.23%182%202% Hartford Financial Services Group Inc. HIG10.8%3.49%2.10%2.06%70%90% Aflac Inc. AFL10.0%3.63%2.26%2.30%58%78% Williams-Sonoma Inc. WSM9.8%4.37%2.74%1.44%203%247% Honeywell International Inc. HON9.3%3.37%2.15%1.60%110%134% HP Inc. HPQ9.3%5.43%3.47%2.55%113%148% Microsoft Corp. MSFT9.2%3.87%2.49%0.77%400%443% Apple Inc. AAPL9.1%3.25%2.11%0.59%451%487% Cisco Systems Inc. CSCO7.3%4.79%3.37%2.62%83%114% Cummins Inc. CMI7.2%4.58%3.24%2.43%89%117% Intel Corp. INTC6.0%4.02%3.01%2.60%55%76% Qualcomm Inc. QCOM5.1%4.41%3.44%1.85%138%181% Archer-Daniels-Midland Co. ADM4.3%3.36%2.72%2.39%40%64% MetLife Inc. MET3.7%5.42%4.52%3.06%77%112% Source: FactSet \n\n Click on the tickers for more about each company. \n\n\n This list shows how high the yields would have grown for an investor who bought these stocks five years ago. It includes price changes, for an investor who didn't reinvest dividends and total returns for one who did. \n\n\n If you are looking to build an income stream, a long-term approach my be better than focusing on current yield. \n\n\n For long-term growth investors, the First Trust Rising Dividend Achievers ETF's stock-selection approach has worked out well, as its five-year return has been well above those of the S&P 500 and Vanguard's Total Stock Market ETF for five years. \n\n\n Don't miss: 20 stocks for maximum growth as the world switches to clean energy \n\n\n -Philip van Doorn \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n August 16, 2021 08:47 ET (12:47 GMT)\n\n\n Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/833830548"}
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