Dividend Index Medalist Funds
Index funds generally don’t try to beat the market by opportunistically buying or selling securities. Rather, they simply invest the assets of the fund or ETF to mirror the construction of an index (such as the S&P 500), giving investors a way to gain exposure to a specific part of the market. Here, we highlight those funds and ETFs that focus on companies that typically pay a dividend that also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Medalist Rating is a forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For passive strategies, funds and ETFs with the top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
TTM Yield
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|---|
| Amplify Cash Flow Dividend Leaders ETF
COWS
| 26.92% | 22.36% | — | 1.41% | 0.190% | $43.74M | |||
| Fidelity Dividend ETF for Rising Rates
FDRR
| 18.44% | 24.38% | 12.61% | 2.05% | 0.150% | $770.43M | |||
| Fidelity High Dividend ETF
FDVV
| 14.18% | 22.30% | 13.36% | 2.82% | 0.150% | $10.52B | |||
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XBPK
| 17.27% | 22.09% | 9.30% | 1.68% | 0.600% | $72.43M | |||
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ZMHP
| 18.00% | 23.45% | 11.22% | 0.87% | 0.470% | $25.39B | |||
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BPTXZ
| 17.80% | 26.54% | 13.78% | 1.42% | 0.060% | $160.55M | |||
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DDTZN
| — | 19.84% | — | — | 3.19% | 0.390% | $12.11M | ||
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LQHJ
| 17.24% | 24.17% | 12.46% | 3.72% | 0.390% | $1.45B | |||
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HKQT
| 38.57% | 28.74% | 14.25% | 2.30% | 0.050% | $2.23B | |||
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BTXSZ
| 18.80% | 21.13% | 11.02% | 1.98% | 0.080% | $44.62B | |||
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DJWY
| 28.85% | 20.64% | 13.00% | 3.05% | 0.080% | $15.94B | |||
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GRJN
| 17.19% | 19.66% | 9.99% | 3.51% | 0.380% | $23.38B | |||
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DSVVN
| 15.54% | 22.05% | 12.49% | 1.60% | 0.390% | $553.97M | |||
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MHQ
| 15.15% | 21.09% | 11.38% | 1.52% | 0.390% | $2.19B | |||
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JVKVJ
| 34.95% | 20.06% | 10.16% | 3.24% | 0.060% | $118.47B | |||
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CYWY
| 20.33% | 22.18% | — | 2.80% | 0.050% | $13.16M | |||
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MZVD
| 21.06% | 18.78% | 9.81% | 3.10% | 0.200% | $660.71M | |||
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BBX
| 16.53% | 15.31% | 7.86% | 2.58% | 0.350% | $21.91B | |||
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PVLYD
| 13.70% | 19.32% | 10.23% | 1.54% | 0.070% | $127.60B | |||
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SMT
| 13.74% | 19.35% | 10.25% | 1.56% | 0.040% | $127.60B | |||
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ZCZZKQ
| 17.43% | 20.66% | 11.44% | 2.34% | 0.080% | $95.75B | |||
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VQM
| 17.49% | 20.70% | 11.47% | 2.37% | 0.040% | $95.75B | |||
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RCDM
| 19.53% | 18.98% | 9.97% | 3.31% | 0.350% | $403.43M | |||
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YMC
| 16.71% | 21.22% | 12.19% | 1.79% | 0.280% | $6.35B | |||
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JVPB
| 12.49% | 15.84% | 8.04% | 2.43% | 0.380% | $3.95B |
United States