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The Zacks Analyst Blog Highlights ProShares S&P MidCap 400 Dividend Aristocrats, WisdomTree US Smallcap Quality Dividend Growth, First Trust SMID Cap Rising Dividend, WisdomTree Europe SmallCap Dividend and Invesco KBW High Dividend Yield
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For Immediate Release
Chicago, IL – March 8, 2023 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. ETFs recently featured in the blog include: ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL - Free Report) , WisdomTree US Smallcap Quality Dividend Growth Fund (DGRS - Free Report) , First Trust SMID Cap Rising Dividend Achievers ETF (SDVY - Free Report) , WisdomTree Europe SmallCap Dividend Fund (DFE - Free Report) and Invesco KBW High Dividend Yield Financial ETF (KBWD - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Winning Dividend ETFs So Far in Q1
Dividend stocks have been beating the market for quite some months. The S&P 500 is up 5.4% this year and has lost about 6.5% past year. However, the highest gain from the U.S. dividend space came from WisdomTree US Smallcap Quality Dividend Growth Fund (up 11.2%), while the highest return offered by the space was 6% past year from ProShares S&P MidCap 400 Dividend Aristocrats ETF.
The year 2022 was all about the Russia-Ukraine war, red-hot inflation and rising rates. Although inflation started showing signs of cooling and the pace of central banks’ rate hikes slowed, the investing landscape for early 2023 has not changed much. We have seen a bear market rally this year, but occasional releases of upbeat economic data points amid still-high inflation triggered bets for further hawkish Fed actions.
Dividend investing has been in vogue amid huge volatility and uncertainty. This was especially true as dividend stocks and ETFs are major sources of consistent income for investors in any type of market though they do not offer dramatic price appreciation. These stocks tend to outperform in volatile markets and can reduce the volatility of a portfolio.
Both dividend aristocrats and high-dividend ETFs have gained strength so far this year. High-dividend ETFs have been gaining more than dividend aristocrats. Since rising rates have been prevalent, investors are interested in equities that have the potential to offer capital appreciation as well as decent current income. After all, dividends are one of the ways to ride out turbulent times.
Against this backdrop, below, we highlight a few dividend ETFs that are rising fast in prices to start 2023. These ETFs have beaten the broader market with ease.
ETFs in Focus
WisdomTree US Smallcap Quality Dividend Growth Fund – Up 11.2% YTD; Yields 2.61% Annually
The underlying WisdomTree U.S. SmallCap Quality Dividend Growth Index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying stocks with growth characteristics.
First Trust SMID Cap Rising Dividend Achievers ETF – Up 9.9% YTD; Yields 2.06% Annually
The underlying NASDAQ US Small Mid Cap Rising Dividend Achievers Index is composed of the securities of 100 small and mid-cap companies with a history of raising their dividends that exhibit the characteristics to continue to do so in the future. The fund charges 60 bps in fees.
WisdomTree Europe SmallCap Dividend Fund – Up 9.6% YTD; Yields 5.26% Annually
The underlying WisdomTree Europe SmallCap Dividend Index is a fundamentally weighted index that measures the performance of the small-capitalization segment of the European dividend-paying market. The fund charges 58 bps in fees.
Invesco KBW High Dividend Yield Financial ETF – Up 8.6% YTD; Yields 10.52% Annually
The underlying KBW Nasdaq Financial Sector Dividend Yield Index is a dividend-yield-weighted index seeking to reflect the performance of approximately 24 to 40 publicly listed financial companies engaged in the business of providing financial services and products, including banking, insurance and diversified financial services, in the United States. The fund’s expense ratio is 3.84% annually.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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The Zacks Analyst Blog Highlights ProShares S&P MidCap 400 Dividend Aristocrats, WisdomTree US Smallcap Quality Dividend Growth, First Trust SMID Cap Rising Dividend, WisdomTree Europe SmallCap Dividend and Invesco KBW High Dividend Yield
For Immediate Release
Chicago, IL – March 8, 2023 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. ETFs recently featured in the blog include: ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL - Free Report) , WisdomTree US Smallcap Quality Dividend Growth Fund (DGRS - Free Report) , First Trust SMID Cap Rising Dividend Achievers ETF (SDVY - Free Report) , WisdomTree Europe SmallCap Dividend Fund (DFE - Free Report) and Invesco KBW High Dividend Yield Financial ETF (KBWD - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Winning Dividend ETFs So Far in Q1
Dividend stocks have been beating the market for quite some months. The S&P 500 is up 5.4% this year and has lost about 6.5% past year. However, the highest gain from the U.S. dividend space came from WisdomTree US Smallcap Quality Dividend Growth Fund (up 11.2%), while the highest return offered by the space was 6% past year from ProShares S&P MidCap 400 Dividend Aristocrats ETF.
The year 2022 was all about the Russia-Ukraine war, red-hot inflation and rising rates. Although inflation started showing signs of cooling and the pace of central banks’ rate hikes slowed, the investing landscape for early 2023 has not changed much. We have seen a bear market rally this year, but occasional releases of upbeat economic data points amid still-high inflation triggered bets for further hawkish Fed actions.
Dividend investing has been in vogue amid huge volatility and uncertainty. This was especially true as dividend stocks and ETFs are major sources of consistent income for investors in any type of market though they do not offer dramatic price appreciation. These stocks tend to outperform in volatile markets and can reduce the volatility of a portfolio.
Both dividend aristocrats and high-dividend ETFs have gained strength so far this year. High-dividend ETFs have been gaining more than dividend aristocrats. Since rising rates have been prevalent, investors are interested in equities that have the potential to offer capital appreciation as well as decent current income. After all, dividends are one of the ways to ride out turbulent times.
Against this backdrop, below, we highlight a few dividend ETFs that are rising fast in prices to start 2023. These ETFs have beaten the broader market with ease.
ETFs in Focus
WisdomTree US Smallcap Quality Dividend Growth Fund – Up 11.2% YTD; Yields 2.61% Annually
The underlying WisdomTree U.S. SmallCap Quality Dividend Growth Index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying stocks with growth characteristics.
First Trust SMID Cap Rising Dividend Achievers ETF – Up 9.9% YTD; Yields 2.06% Annually
The underlying NASDAQ US Small Mid Cap Rising Dividend Achievers Index is composed of the securities of 100 small and mid-cap companies with a history of raising their dividends that exhibit the characteristics to continue to do so in the future. The fund charges 60 bps in fees.
WisdomTree Europe SmallCap Dividend Fund – Up 9.6% YTD; Yields 5.26% Annually
The underlying WisdomTree Europe SmallCap Dividend Index is a fundamentally weighted index that measures the performance of the small-capitalization segment of the European dividend-paying market. The fund charges 58 bps in fees.
Invesco KBW High Dividend Yield Financial ETF – Up 8.6% YTD; Yields 10.52% Annually
The underlying KBW Nasdaq Financial Sector Dividend Yield Index is a dividend-yield-weighted index seeking to reflect the performance of approximately 24 to 40 publicly listed financial companies engaged in the business of providing financial services and products, including banking, insurance and diversified financial services, in the United States. The fund’s expense ratio is 3.84% annually.
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Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.