- At the time of each quarterly S&P 500 rebalancing, companies must be worth at least $3 billion.
- At each quarterly rebalancing date, the average daily volume of transactions must be at least $5 million for the preceding three months.
Is dividend aristocrats a good investment?
Dividend aristocrats are firms that have a demonstrated track record of increasing their dividends year after year. Many investors believe them to be the best equity income investments you can make because of their continuous performance.
Do Dividend Aristocrats outperform S&P 500?
The S&P 500 Dividend Aristocrats index focuses solely on a small number of high-quality companies within the S&P 500 that have increased their dividends for at least 25 years. The Dividend Aristocrats presently include 50 well-known companies, with more than half of them having increased their dividends for more than 40 years.
The S&P Dividend Aristocrats Index has outperformed the broader S&P 500 Index with reduced volatility since its debut in May 2005.
Dividend Aristocrats Outperformed the S&P 500
The performance mentioned is from the past and does not guarantee future results. An investment’s return and principle value will change, so an investor’s shares may be worth more or less than the original cost when sold or redeemed. The actual performance may be lower or higher than that stated. See Performance for standardized returns and performance data up to the most recent month end. Index results are purely for demonstration purposes and do not reflect fund performance. Management fees, transaction charges, and expenses are not included in index performance returns. Indexes are not managed and cannot be invested in.
Is Kinder Morgan a dividend aristocrat?
This Aristocrat will almost certainly continue to provide a healthy dividend. The oil and gas transportation industry is expected to develop at a compound annual growth rate of 6% through 2026, owing to increased demand. Pipeline projects that were put on hold during the pandemic are now ramping up and running at full capacity. This could give Enbridge with revenue growth to fund dividends, as well as a boost to the stock price as it recovers from a 35% decline in 2020. The stock dropped from $42 to $27 before regaining momentum and reaching the $40 barrier once more.
Is there a Dividend Aristocrats ETF?
The ProShares S&P 500Dividend Aristocrats ETF seeks investment results that replicate the performance of the S&P 500Dividend AristocratsIndex before fees and expenses.
