US equities with dividend factor filter
Data as of
State Street Investment Management is the highly successful investment management arm of State Street, a US based global financial firm, and manages over US$5tn worth of assets. It is best known for inventing the exchange-traded fund (ETF) vehicle with the introduction of the SPDR S&P 500 ETF in 1993.
The SPDR S&P US Dividend Aristocrats UCITS ETF is a passive index solution that tracks the S&P High Yield Dividend Aristocrats Index using a full physical replication approach. The index measures the performance within the S&P Composite 1500 Index that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 years. The constituents must have a float-adjusted market cap of >US$2bn and average daily value traded of >US$5m for the 3 months prior to the quarterly rebalancing date. Constituents are capped at 4% weight. The ETF has ~150 holdings similar to the index.
Price Performance – Maximum Period
Investment-Time-Horizon in years
SPDR S&P US Dividend Aristocrats UCITS ETF
This ETF represents passive exposure to the US all caps equities, with a focus on stable growing dividends.
Vanguard S&P 500 UCITS ETF
Dimensional Funds PLC - World Equity Fund
The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.
This ETF represents passive exposure to the US all caps equities, with a focus on stable growing dividends.
The dividend factor filter appeals investors with related investment requirements.
The ETF is listed on multiple Europe exchanges in various currencies.
Sectors
Geography