Not All Dividend ETFs Are Created Equal
It's important to look beyond these funds' label and understand what is in the tin.
It's important to look beyond these funds' label and understand what is in the tin.
A version of this article appeared in the July 2017 issue of Morningstar ETFInvestor. Download a complimentary copy of ETFInvestor here.
Exchange-traded products that are labeled with the "dividend-screened/weighted" attribute within Morningstar's strategic-beta taxonomy represent the largest contingent of this universe as measured by assets under management. As of the end of May 2017, these funds collectively held $162 billion of investors' assets. This represents 26% of the $620 billion in the broader strategic-beta group.
Ben Johnson does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.