Tag Archives: Dividend Aristocrats
S&P High Yield Dividend Aristocrats Expands with Eight New Members in the Latest Reconstitution
The S&P High Yield Dividend Aristocrats® (S&P HYDA) includes large-, mid- and small-cap U.S. companies that have consistently raised their dividends for at least 20 consecutive years. This blog will examine the recent rebalance of the S&P HYDA, detailing the changes in its constituents and their distribution by size and sector. Additionally, we will highlight…
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The Market Measure: May 2025
Explore whether the S&P 500’s positive performance in 2025 may signal it’s time to look at equities elsewhere. We review recent U.S. and global market dynamics, highlight the long-term success of legends like Warren Buffett and the S&P 500 Dividend Aristocrats and examine the challenge of consistently outperforming the market. How many active funds do…
20 Years at the Forefront of Dividend Indexing: The S&P 500 Dividend Aristocrats
For two decades, the S&P 500® Dividend Aristocrats® has been holding its constituents to a high standard, requiring them to increase dividends for at least 25 consecutive years. This simple yet effective requirement has stood the test of time, establishing the index as one of the most recognized global dividend benchmarks. In honor of this…
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Two Decades of Dividends: A Macro Look at S&P High Yield Dividend Aristocrats
What are the key takeaways from the first 20 years of the S&P High Yield Dividend Aristocrats? S&P DJI’s Rupert Watts and State Street Global Advisors’ Colin Ireland explore key lessons and potential applications for S&P HYDA in its 20th anniversary year.
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Celebrating a Decade of Outperformance: A Review of the S&P MidCap 400 Dividend Aristocrats
In January 2025, the S&P MidCap 400® Dividend Aristocrats® celebrated its 10-year anniversary. Reflecting on this milestone, S&P DJI has taken this as an opportunity to compare the performance of this flagship index through two distinct perspectives. The first involves analyzing its performance against a selection of actively managed U.S. value funds from the past…
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The Market Measure: February 2025
Which sectors are driving market performance, and could dispersion levels signal potential opportunities? Explore global markets, sectors, and yields across the dividend spectrum.
S&P High Yield Dividend Aristocrats Welcomes 18 New Members in the Latest Reconstitution
The S&P High Yield Dividend Aristocrats® (S&P HYDA) includes large-, mid- and small-cap companies in the U.S. that have consistently raised their dividends for at least 20 consecutive years. This blog will examine the recent rebalance of the S&P HYDA, detailing the changes in its constituents and their distribution by size and sector. Additionally, we…
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S&P 500 Dividend Aristocrats Rebalance: Erie Indemnity Company, Eversource Energy and FactSet Research Systems Are the Latest Additions
The S&P 500® Dividend Aristocrats® tracks an elite group of companies that have raised their dividends for a minimum of 25 consecutive years. This index has just concluded its annual reconstitution, which was effective at the market close on Jan. 31, 2025. Erie Indemnity Company, Eversource Energy and FactSet Research Systems have been added, which…
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Comparing the S&P Quality FCF Aristocrats Indices with the S&P Dividend Aristocrats
While the S&P Dividend Aristocrats® Indices have been in existence for almost two decades, only now has the “Aristocrats” moniker been extended to a new series: the S&P Quality FCF Aristocrats® (Free Cash Flow Aristocrats) Indices. Like the S&P Dividend Aristocrats, this new series emphasizes consistency and the selection of high quality companies. While they…
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Introducing the S&P Quality FCF Aristocrats Indices
The S&P Quality FCF Aristocrats® (Free Cash Flow Aristocrats) Indices measure companies that consistently generate robust FCF over many years. FCF, the cash remaining after a business covers its operational costs and capital investments, is crucial because it provides financial flexibility. Companies with high FCF can invest in growth opportunities, pay dividends and reduce debt,…
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