In this article, we will look at 10 dividend ETFs to consider for retirement. If you want to read about ETFs and how they compare to other securities, then you can go to 10 Dividend ETFs to Consider for Retirement.
5 Dividend ETFs to Consider for Retirement
5. VictoryShares US Small Cap High Div Volatility Wtd ETF (NASDAQ:CSB)
The VictoryShares US Small Cap High Div Volatility Wtd ETF (NASDAQ:CSB) is an ETF modeled after the Nasdaq Victory US Small Cap High Dividend 100 Volatility Weighted Index before fees and expenses. The fund offers exposure to small-cap, dividend-yielding US stocks.
As of February 28, 2022, VictoryShares US Small Cap High Div Volatility Wtd ETF’s (NASDAQ:CSB) annualized returns stand at 8.79%, closely tracking the Nasdaq Victory US Small Cap High Dividend 100 Volatility Weighted Index, which generated annual returns of 9.37% for the same period.
VictoryShares US Small Cap High Div Volatility Wtd ETF’s (NASDAQ:CSB) offers a gross expense ratio of 0.42%, and has a trailing twelve-month dividend yield of 3.17%. The fund’s portfolio is populated with 103 small-cap stocks, most of which are concentrated in the financials, industrials, and utilities segments. The fund has a top ten holdings concentration of 15.60% as of February 28, 2022.
4. iShares Core High Dividend ETF (NYSE:HDV)
The iShares Core High Dividend ETF (NYSE:HDV) tracks the performance results of the Morningstar Dividend Yield Focus Index, an index composed of relatively high dividend-paying U.S. equities. The fund uses a relative sampling technique to track these index’s investment results.
As of the end of February, 2022, the average annualized returns of the iShares Core High Dividend ETF (NYSE:HDV) came to 19.40%. This is compared to annualized 1-year returns of 19.49% for the Morningstar Dividend Yield Focus Index over the same period.
The iShares Core High Dividend ETF (NYSE:HDV) has a top ten holdings concentration of 55.29% as of February 28, 2022. The fund offers an attractive trailing twelve-month yield of 3.37%, and a budget-friendly expense ratio of 0.08%, which equals $8 annually per $10,000 invested.
The iShares Core High Dividend ETF (NYSE:HDV) holds positions in 81 public U.S. equities, of which the top 10 include Johnson & Johnson (NYSE:JNJ), The Coca-Cola Company (NYSE:KO), Chevron Corporation (NYSE:CVX), AbbVie Inc. (NYSE:ABBV) and Verizon Communications Inc. (NYSE:VZ).
3. WisdomTree U.S. High Dividend Fund (NYSE:DHS)
WisdomTree U.S. High Dividend ETF (NYSE:DHS) is an exchange-traded fund modeled after the WisdomTree U.S. High Dividend Index, which is a weighted index that measures the performance of companies that offer high dividend yields. The fund was founded in 2006 by WisdomTree Investments, Inc. and is co-managed by Mellon Investments Corporation.
As of February 28, 2022, WisdomTree U.S. High Dividend ETF’s (NYSE:DHS) average annualized returns equal 24.42%, which tracks closely to the WisdomTree U.S. High Dividend Index’s returns of 25.01% over the same period. The fund’s trailing twelve-month yield stands at 3.20%.
On February 23, 2022, WisdomTree U.S. High Dividend Fund (NYSE:DHS) declared a monthly distribution of $0.0450. The distribution was payable on February 25, 2022, to shareholders of record on February 23, 2022.
The top ten holdings concentration of WisdomTree U.S. High Dividend Fund (NYSE:DHS) as of the end of February 2022, is 44.29%. The fund’s holdings mostly comprised of companies that belonged to the healthcare, consumer defensive, energy, and financials sectors.
Exxon Mobil Corporation (NYSE:XOM), AbbVie Inc. (NYSE:ABBV), Chevron Corporation (NYSE:CVX), The Coca-Cola Company (NYSE:KO), and Verizon Communications Inc. (NYSE:VZ) were among the top 10 holdings of the WisdomTree U.S. High Dividend Fund (NYSE:DHS).
2. Invesco S&P 500 High Dividend Low Volatility ETF (NYSE:SPHD)
Invesco S&P 500 High Dividend Low Volatility ETF (NYSE:SPHD) seeks to track the performance of the S&P 500 Low Volatility High Dividend Index, which is comprised of 51 stocks traded on the S&P 500 Index that have a history of delivering yields and low volatility. The fund’s trailing twelve-month yield is 3.42% and its gross expense ratio is 0.30%.
On February 22, 2022, Invesco S&P 500 High Dividend Low Volatility ETF (NYSE:SPHD) declared a monthly distribution of $0.1425, which was payable on February 28, to shareholders of record on February 23. The 30-day SEC yield of the ETF was 3.98% as of February 18, 2022.
At the end of February 2022, the annualized 1-year returns for Invesco S&P 500 High Dividend Low Volatility ETF (NYSE:SPHD) were reported to be 18.67%. This is compared to the S&P 500 Low Volatility High Dividend Index, which returned 19.05% as of February 28, 2022.
Some of the most notable holdings of the Invesco S&P 500 High Dividend Low Volatility ETF (NYSE:SPHD) are Chevron Corporation (NYSE:CVX), Altria Group, Inc. (NYSE:MO), and Verizon Communications Inc. (NYSE:VZ). The fund’s top ten holdings concentration as of February 28, 2022, was 27.59%.
1. Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY)
Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY) mirrors and tracks the performance of the NASDAQ US Dividend Achievers 50 Index, which contains stocks that have high dividend yields and have consistent dividend growth. The ETF has a trailing twelve-month yield of 3.88% and a gross expense ratio of 0.53%.
This February, the Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY) declared a monthly distribution of $0.0724, at which time the ETF had a 30-day SEC yield of 4.04%. The monthly distribution was payable on February 28, 2022, to shareholders of record on February 23, 2022.
As of February 28, 2022, the annualized 1-year returns for Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY) came out to 18.03%, closely tracking the NASDAQ US Dividend Achievers 50 Index, which returned 18.56% over the same period.
You can also take a look at 10 Best Dividend Stocks for Long Term and 10 Best Tech ETFs to Buy According to Reddit.
