Tag Archives: Dividend Aristocrats
S&P Dividend Aristocrats and the Search for Income
A company’s dividend track record is often seen as a sign of corporate maturity and balance sheet strength, but not all dividend strategies are created equal. Join S&P DJI’s Anu Ganti, Ben Voros and Elizabeth Bebb for an exploration of what makes the S&P Dividend Aristocrats Index Series unique.
- Categories Factors
- Other Tags
S&P High Yield Dividend Aristocrats Performance during Past Macroeconomic Cycles
The S&P High Yield Dividend Aristocrats® tracks companies that have grown their dividends for a period of at least 20 consecutive years, offering equity participation and the potential for enhanced dividend income. Our recent blog highlights that the dividend growth rate for the S&P High Yield Dividend Aristocrats has exceeded inflation over the long term…
- Categories Factors
- Other Tags
What’s It Take to Be an S&P Dividend Aristocrat?
Not all dividend strategies are created equal. Discover how the S&P Dividend Aristocrat Indices screen for companies with a long track record of stable and increasing dividends to identify quality dividend growers and avoid the dreaded dividend trap.
- Categories Factors
- Other Tags
Current Discounted Valuations & Historical Downside Protection: The S&P High Yield Dividend Aristocrats Index
In our last blog, we highlighted the superior long-term performance of the S&P High Yield Dividend Aristocrats® versus the S&P Composite 1500®, as well as compared to long-term Treasury bonds and the CPI. In this blog, we will shift our focus to examine the current discounted valuations and enhanced dividend yields of the S&P High…
- Categories Factors
- Other Tags
How Are Some Dividend Growers Outpacing Inflation and the Benchmark?
With the 10-year U.S. Treasury yield hovering around 4.5%, investors may be able to find attractive yields without taking on too much risk. The challenge, however, is maintaining purchasing power relative to inflation (USD 1,000 in December 1999 was only worth USD 538 as of March 2024). For those seeking income and total returns that…
- Categories Factors
- Other Tags
- Categories
- Factors
- Other Tags
S&P High Yield Dividend Aristocrats Rebalance: Let’s Welcome the 18 Newest Members
The S&P High Yield Dividend Aristocrats® includes large-, mid-, and small-cap companies in the U.S. that have raised their dividends for at least 20 consecutive years. The index recently concluded its annual reconstitution on Jan. 31, 2024, which brought 18 new members into this accomplished group. Accounting for the three deletions, the index’s total count…
- Categories Factors
- Other Tags
- Categories
- Factors
- Other Tags
S&P 500 Dividend Aristocrats Rebalance: Fastenal in, Walgreens out
The S&P 500® Dividend Aristocrats® seeks to track 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, 2024. Fastenal has been added, while Walgreens is out, which keeps the…
- Categories Factors
- Other Tags
- Categories
- Factors
- Other Tags
The S&P Dividend Aristocrats Remain Benchmark Beaters in Pan Asia
While most dividend strategies underperformed their respective benchmarks in 2023, the S&P Pan Asia Dividend Aristocrats® impressively outperformed the S&P Pan Asia BMI by approximately 3.50% (see Exhibit 1). Furthermore, despite the outperformance, the S&P Pan Asia Dividend Aristocrats’ valuations and dividend yield remained favorable relative to the benchmark (see Exhibits 3 and 4). This…
- Categories Factors
- Other Tags
- Categories
- Factors
- Other Tags
Can Active Managers Outsmart the S&P 500 Dividend Aristocrats?
Underperformance of many active managers against their broad market benchmarks has been well documented.1 However, we thought it would be interesting to apply this comparison specifically to the dividend market. In this blog, we will examine how the S&P 500® Dividend Aristocrats® stacks up against actively managed U.S. equity income funds. Recognized as one of…
- Categories Factors
- Other Tags
Balancing High Yield and Growing Dividends in a Sector-Neutral Framework with the S&P Sector-Neutral High Yield Dividend Aristocrats
In September 2022, S&P DJI was pleased to add the S&P Sector-Neutral High Yield Dividend Aristocrats® to the S&P Dividend Aristocrats Index Series. While most dividend indices have notable sector under- and overweights versus their underlying benchmark, this index is the first in the series to be sector neutral. As such, this index emphasizes dividend…
- Categories Factors
- Other Tags