Tag Archives: S&P 500 Dividend Aristocrats
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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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 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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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.
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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…
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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…
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Dividends and Option Premiums: A Dual Income Story
Income generation may be sought out by a variety of market participants, including those nearing retirement and those seeking a source of passive income. An income-focused strategy requires a different approach to those focused on generating growth. Traditional sources of income include dividend-paying stocks and coupon-paying bonds. The economic landscape of the past 18 months…
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2023, call options, covered call, diversification, dividend coverage ratio, dividend yield, dividends, Dow Jones U.S. Dividend 100 3% Premium Covered Call Index, Dow Jones U.S. Dividend 100 7% Premium Covered Call Index, Dow Jones U.S. Dividend 100 Index, institutional investor, multi-asset, volatility
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- 2023, call options, covered call, diversification, dividend coverage ratio, dividend yield, dividends, Dow Jones U.S. Dividend 100 3% Premium Covered Call Index, Dow Jones U.S. Dividend 100 7% Premium Covered Call Index, Dow Jones U.S. Dividend 100 Index, institutional investor, multi-asset, volatility
Examining Defensive Strategies Through an Index Lens
How are advisors using indices to evaluate defensive strategies as they look to protect client goals amid rising rates and inflation? Join TD Wealth’s Andrew Neatt and S&P DJI’s Julie Ballard for a closer look at the S&P 500 Dividend Aristocrats and S&P 500 Quality indices. https://youtu.be/D6xIXXswHEo
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Andrew Neatt, diversification, dividends, Downside Protection, ETFs, Financial Advisors, indexing, inflation protection, Julie Ballard, momentum factor, multi-asset, quality factor, real assets, rising rate protection, S&P 500 Factors, S&P 500 Quality, S&P Dow Jones Indices, TD Wealth Management, U.S. Treasuries, wealth management
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- Andrew Neatt, diversification, dividends, Downside Protection, ETFs, Financial Advisors, indexing, inflation protection, Julie Ballard, momentum factor, multi-asset, quality factor, real assets, rising rate protection, S&P 500 Factors, S&P 500 Quality, S&P Dow Jones Indices, TD Wealth Management, U.S. Treasuries, wealth management
Combining Dividend Strategies
Throughout this year’s market turmoil, dividend strategies have been among the most reliable sources of relative, if not absolute, performance. Through June 21, 2022, e.g., when the S&P 500® had declined -20.4% YTD, the S&P 500 High Dividend Index (roughly speaking, the 80 highest-yielding stocks in the 500) sustained a loss of only -3.7%. The…
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2022, 500 Dividend Aristocrats, 500 High Dividend, aristocrats, Craig Lazzara, diversification, Dividend, Dividend Aristocrats, dividend growth, dividend yield, dividends, efficient frontier, equities, Factor Performance, high dividend, index combinations, index performance, institutional investor, S&P 500, S&P 500 Dividend, US FA
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- 2022, 500 Dividend Aristocrats, 500 High Dividend, aristocrats, Craig Lazzara, diversification, Dividend, Dividend Aristocrats, dividend growth, dividend yield, dividends, efficient frontier, equities, Factor Performance, high dividend, index combinations, index performance, institutional investor, S&P 500, S&P 500 Dividend, US FA