Dividend Focused Sample ETF Portfolio

By: Pete
Date posted: 04.22.2012 (9:40 pm) | Write a Comment  (0 Comments)

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Over the past few years, dividend investing has gained a lot of popularity because how well dividend investments typically perform in volatile and down markets but also because quite simply, many prefer getting immediate returns on their investments than risk longer term capital gains. We’ve written about this trend quite a bit and there are certainly many different ways that you can get a portfolio with dividend stocks. As you can imagine, one of those methds and one that we will discuss today is to buy dividend ETF’s, that will do the hard work of finding solid dividend stocks and changing them through time to optimize returns. Here is a list of current dividend ETF’s:

US Dividend ETF’s:

TickerNameMarket CapPriceReturn YTDFees1Y ReturnDividend Yield
DVYiShares Dow Jones Select Dividend Index Fund $7,797,847,000.00 50.854.39290.49.45183.62
VIGVanguard Dividend Appreciation ETF $7,628,418,000.00 52.190.32270.187.0472.2
SDYSPDR S&P Dividend ETF $6,669,453,000.00 51.781.53530.364.17733.34
VYMVanguard High Dividend Yield ETF $1,886,178,000.00 42.943.49720.2510.78492.95
DLNWisdomTree LargeCap Dividend Fund $805,142,000.00 46.542.64370.289.6552.85
DGSWisdomTree Emerging Markets SmallCap Dividend Fund $725,472,000.00 41.22-20.65440.63-15.16394.27
DTNWisdomTree Dividend Ex-Financials Fund $704,520,000.00 49.445.13160.3813.31443.46
IDViShares Dow Jones International Select Dividend Index Fund $619,144,000.00 30.88-5.09760.5-0.62565.12
PIDPowerShares International Dividend Achievers Portfolio $609,760,000.00 14.8-1.8290.581.56013.88
DWXSPDR S&P International Dividend ETF $532,530,600.00 47.97-10.06580.46-8.23026.9
HDViShares High Dividend Equity Fund $480,815,000.00 51.98N/A0.4N/A1.03
DLSWisdomTree International SmallCap Dividend Fund $379,257,000.00 45.42-9.61640.58-2.84234.13
FVDFirst Trust Value Line Dividend Index Fund $312,343,900.00 15.322.97860.78.05542.7
FDLFirst Trust Morningstar Dividend Leaders Index $279,541,500.00 16.596.6970.4511.56893.67
DOOWisdomTree International Dividend Ex-Financials Fund $240,786,000.00 41.16-3.81320.58-3.59514.53
DONWisdomTree MidCap Dividend Fund $232,892,500.00 49.03-1.91420.384.89483.06
PFMPowerShares Dividend Achievers Portfolio $226,575,000.00 14.253.00810.68.70362.55
DESWisdomTree SmallCap Dividend Fund $219,804,000.00 42.27-8.78560.38-0.14.02
PEYPowerShares High Yield Equity Dividend Achievers Portfolio $219,170,000.00 8.680.57890.65.6344.08
DTDWisdomTree Total Dividend Fund $176,852,000.00 46.541.65540.288.82243.02
DOLWisdomTree International LargeCap Dividend Fund $126,976,000.00 40.96-6.96260.48-6.06014.68
DIMWisdomTree International MidCap Dividend Fund $123,422,500.00 44.8809-10.54790.58-7.96344.08
FGDFirst Trust DJ Global Select Dividend Index Fund $112,100,000.00 22.42-1.96780.61.88154.83
EDIVSPDR S&P Emerging Markets Dividend ETF $68,580,000.00 45.72N/A0.59N/A4.16
AUSEWisdomTree Australia Dividend Fund $52,910,000.00 52.91-8.19770.58-1.08556.75
LVLGuggenheim S&P Global Dividend Opportunities Index ETF $41,901,600.00 13.43-5.22370.65-4.2066.07
SDIVGlobal X SuperDividend ETF $28,134,000.00 20.84N/AN/AN/A2.67
DFEWisdomTree Europe SmallCap Dividend Fund $22,340,500.00 34.37-14.9530.58-11.10915.57
KBWDPowerShares KBW High Dividend Yield Financial Portfolio $21,433,500.00 21.4335-4.96340.35N/A10.42
FDDFirst Trust STOXX European Select Dividend Income Fund $9,409,142.00 12.49-6.04350.6-5.40885.33

Canadian Dividend ETF’s

TickerNameMarket CapPriceReturn YTDFees1Y ReturnDividend Yield
XDViShares Dow Jones Canada Select Dividend Index Fund $894,520,000.00 20.331.05440.532.86983.84
CDZClaymore S&P/TSX Canadian Dividend ETF $492,825,100.00 20.380.79330.644.33523.59
CYHClaymore Global Monthly Advantaged Dividend ETF $106,532,600.00 14.45-6.92620.67-4.39124.39
HAZHorizons Global Dividend ETF $24,337,910.00 11.452.7372N/A8.0753.35
CUDClaymore S&P US Dividend Growers ETF $11,280,500.00 20.51N/AN/AN/AN/A
HALHorizons Dividend ETF $10,730,110.00 10.73-3.6182N/A-0.68562.5
PDCPowerShares Canadian Dividend Index ETF $6,573,000.00 18.78N/AN/AN/A0.93

In order to build a solid and diversified dividend portfolio, you do not need that many ETF’s. I would personally try to get:

-One broad domestic dividend ETF
-A dividend ETF that focuses on growth
-A more international dividend ETF

For US based citizens you could own these:

-Vanguard Dividend Appreciation ETF (VIG)
-iShares Dow Jones Select Dividend Index Fund (DVY)
WisdomTree International LargeCap Dividend Fund (DOL)

An equally invested portfolio on these would currently yield 3.50% (and should increase at a decent pace)

For Canadian based citizens you could own these:

-iShares Dow Jones Canada Select Dividend Index Fund (XDV)
-Claymore S&P/TSX Canadian Dividend ETF (CDZ)
-Horizons Global Dividend ETF (HAZ)

An equally invested portfolio on these would currently yield 3.59% but have less growth than the US one.


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