Tag Archives: dividend strategies
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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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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S&P/ASX 200 High Dividend Index: Q3 2024 Performance Attribution
The S&P/ASX 200 High Dividend Index seeks to measure the performance of the 50 companies with the highest 12-month forecast dividend yield from the S&P/ASX 200. Historically, the index has consistently delivered higher-than-market dividend yield and long-term outperformance against its benchmark. From July 2011 to September 2024, the index had an average trailing 12-month gross…
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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…
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