Analyse: SPDR S&P US Dividend Aristocrats ETF (USD)

Aktien-ETF setzt auf die 60 größten und konstantesten Dividendenzahler aus dem S&P 500.

Alastair Kellett 02.03.2012

Rolle im Portfolio

The SPDR S&P US Dividend Aristocrats ETF (USD) provides exposure to a subset of the U.S. equity market focusing on companies that have been consistent in paying out dividends to their shareholders. It is broadly diversified by sector, with none accounting for more than 20% of the total, and at the individual security level, with holdings limited to 4% each. The focus on companies that pay out earnings rather than reinvesting them tends to tilt the index away from growth names. Indeed, the fund lands in the Core-Value area of the Morningstar Style Box.

Since 2000, the S&P High Yield Dividend Aristocrats Index, which is the benchmark for this fund, has experienced annual volatility of 15.55%, a little less than the broader S&P 500. That suggests investors should have a lengthy time horizon in mind when taking on this exposure, so that they can withstand the ups and downs. During the same period it has shown a correlation to the S&P 500 of 76%, and to the local-currency returns of the MSCI World Index of 70%.

This fund, which pays out quarterly dividends received from its underlying constituents, could be suitable for investors looking for regular income while maintaining exposure to equities.

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Über den Autor

Alastair Kellett  Al Kellett is an ETF analyst with Morningstar Europe.

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