TAKE ADVANTAGE OF THE INCOME, AND DEFENSIVE QUALITIES OF DIVIDEND PAYING STOCKS
TAKE ADVANTAGE OF THE INCOME, AND DEFENSIVE QUALITIES OF DIVIDEND PAYING STOCKS
Morningstar’s CHRISTINE BENZ’ “TANTALIZING DIVIDEND YIELDS” FUNDS:
SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD)
- – Morningstar Silver Analyst Rating
- – Higher-yielding half of the 2500 largest U.S. stocks (excluding REITs)
- – Consistent dividend payers
- – Companies that score well on various profitability measures
VANGUARD EQUITY-INCOME FUND (VEIPX)
- – Morningstar Silver Analyst Rating
“…run by two separate management teams plying complementary strategies.”
– Christine Benz, Morningstar.com - Vanguard Equity-Income Fund management teams:
— Wellington – finds dividend paying companies inexpensive relative to their growth prospects - – Vanguard – uses a quantitative approach
VANGUARD HIGH DIVIDEND YIELD ETF (VYM)
- – Morningstar Silver Analyst Rating
- – Avoids big bets in traditional high-yield sectors like financials, utilities and energy stocks by the way it weights the portfolio
Watch the related WEALTHTRACK episode.
