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Tag Archives: S&P 500 Dividend Aristocrats

Feb 1, 2024

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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Oct 12, 2023

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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Aug 2, 2023

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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Oct 24, 2022

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.

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Jun 22, 2022

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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Feb 14, 2022

S&P 500 Dividend Aristocrats: Defensive Attributes, Growing Dividends, and Competitive Yields

Driven primarily by the U.S. Federal Reserve’s plan to tighten monetary policy and curb inflation, and compounded by geopolitical tensions and earnings, the S&P 500® finished January down 5.26%. Market participants contemplating how to position themselves for the path ahead should not overlook dividend growth strategies such as the S&P 500 Dividend Aristocrats®. To be…

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Apr 14, 2021

Dividends Have Stabilized After a Challenging 2020: What Comes Next?

A CRITICAL DISTINCTION TO BE MADE When the pandemic began, many investors feared widespread dividend cuts. However, while some companies did cut or suspended their dividends, the damage was largely confined to the pandemic’s early stages. Once the economy began to stabilize, so did dividends. By the end of 2020, approximately three times as many…

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Jul 21, 2020

The Beat Goes on for the S&P 500 Dividend Aristocrats

The S&P 500® Dividend Aristocrats® is an index comprising companies in the S&P 500 that have increased their annual cash payments for at least 25 years in a row. Dividends are a part of their culture and public appeal (income), as they broadly highlight their increases. In general, their increases are smaller but still constant,…

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May 11, 2020

Durability During Distress – Part 2

Dividends play a vital role in many investors’ approach to the market, although there is more than one way to approach dividends. Some investors are most concerned with dividend yield per se, while others are more sensitive to the growth of dividends over time.  Both approaches, of course, can be readily indicized.  Within the U.S….

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Mar 23, 2020

Putting Defensive Indices to the Test

In January 2019, we highlighted several indices designed to reduce the impact of large equity market drawdowns. Here we analyze the same suite of indices divided across three broad categories: defensive equity, multi-asset, and volatility. This analysis simply reviews performance since the S&P 500®’s high on Feb. 19, 2020, through the close on Friday, March…

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