5 Low-Risk Dividend Funds — and 3 Aggressive High-Yield ETFs
Low-Risk Dividend Fund #2: iShares Dow Jones Select Dividend Index Fund
Expense ratio: 0.4%
1-Year Return: 19%
Dividend Yield: 3.6%
Net Assets: $11 billion
Top Holdings:Lorillard (NYSE:LO), Lockheed Martin (NYSE:LMT), Chevron (NYSE:CVX)
The iShares Dow Jones Select Dividend Index Fund (NYSE:DVY) provides a bigger headline yield, thanks in part to being overweight in the utilities sector with roughly a third of its portfolio in this segment of the market. The bigger yield does come at a bit larger expense ratio, however, even if this iShares fund is pegged to the Dow Jones U.S. Select Dividend Index.