Best Performing Dividend ETF’s for Q1 2020

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Dividend exchange-traded funds (ETFs) are designed to invest in a basket of high-dividend-paying stocks. Such stocks may be either domestic or international and may span a range of economic sectors or industries. However, high-dividend-paying stocks tend to be associated with companies that have a strong history of dividend increases and that usually means bigger, less-risky, blue-chip firms. Such companies include … A dividend ETF can be a great portfolio addition for the risk-averse and income-seeking investor.

The dividend ETF universe is comprised of about 163 distinct ETFs, excluding inverse and leveraged ETFs. The best dividend ETF is the Fidelity NASDAQ Composite Index Track (ONEQ) for Q1 2020. We examine the top 3 best dividend ETFs below.

Fidelity NASDAQ Composite Index Track (ONEQ)

1-Year Return: 30.7%

Expense Ratio: 0.21%

3-Month Avg. Daily Trading Volume: 37,090

Assets Under Management: $2,488.6 M

Inception Date: September 25, 2003

Issuing Company: Fidelity

In a paragraph underneath the data list what the methodology of the fund is, as in, is it cap-weight, equal-weighted, or any other methodological quirks or recent changes to methodology. Also mention the top three holdings and a couple words on what each one does. 

Methodology

  • Category: Large Cap growth equities
  • Asset Class: Equity
  • Asset Class Size: Multi-Cap; Multi-Cap ETFs invest in stocks of companies of various market capitalization sizes, ranging from micro-caps to mega-caps.
  • Asset Class Style: Blend; Blend ETFs invest in both growth and value stocks, meaning the focus on a combination of capital gains as well as yield.
  • Region (Specific) U.S. ETFs invest in stocks of companies that are domiciled in the United States.

Its top three holdings are Apple Inc. (AAPL), a …, Microsoft Corp. (MSFT), an …., and Amazon.com Inc (AMZN), a ….

Global X YieldCo & Renewable Energy Income ETF (YLCO)

1-Year Return: 28.9%

Expense Ratio: 0.65%

3-Month Avg. Daily Trading Volume: 24,905

Assets Under Management: $37.2 M

Inception Date: May 27, 2015

Issuing Company: Global X

Methodology:

  • Category: Alternative Energy Equities; Alternative energy ETFs are funds that invest in alternative energy companies. The most popular and most common industry in this category is solar energy, although wind, hydroelectric, and geothermal energies are also represented here.
  • Asset Class: Equity
  • Asset Class Size: Multi-Cap; Multi-Cap ETFs invest in stocks of companies of various market capitalization sizes, ranging from micro-caps to mega-caps.
  • Asset Class Style: Blend; Blend ETFs invest in both growth and value stocks, meaning the focus on a combination of capital gains as well as yield.
  • Sector (General): Energy
  • Sector (Specific): YieldCos
  • Region (Specific) U.S. ETFs invest in stocks of companies that are domiciled in the United States. 

In a paragraph underneath the data list what the methodology of the fund is, as in, is it cap-weight, equal-weighted, or any other methodological quirks or recent changes to methodology. Also mention the top three holdings and a couple words on what each one does. 

Its top three holdings are EDP Energias de Portugal S.A. (EDP), a …, Orsted A/S (ORSTED), a …, and Engie Brasil Energia S.A., a …

First Trust NASDAQ Technology Dividend Index Fund (TDIV)

1-Year Return: 27.6%

Expense Ratio: 0.50%

3-Month Avg. Daily Trading Volume: 93,949

Assets Under Management: $1,197.3 M

Inception Date: August 14, 2012

Issuing Company: First Trust

In a paragraph underneath the data list what the methodology of the fund is, as in, is it cap-weight, equal-weighted, or any other methodological quirks or recent changes to methodology. Also mention the top three holdings and a couple words on what each one does. 

Its top three holdings are Apple Inc., a …, Microsoft Corp., a …, and International Business Machines Corp. (IBM), a …

Source: Investopedia

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