5 Low-Risk Dividend Funds — and 3 Aggressive High-Yield ETFs

Stick with some 'safer' yields, or go for the gusto

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Low-Risk Dividend Fund #4: WisdomTree Large Cap Dividend Fund

WisdomTree185 5 Low Risk Dividend Funds    and 3 Aggressive High Yield ETFsExpense ratio: 0.28%
1-Year Return: 21%
Dividend Yield: 2.9%
Net Assets: $1.2 billion
Top Holdings: AT&T (NYSE:T), Exxon Mobil (NYSE:XOM), General Electric (NYSE:GE)

The WisdomTree Large Cap Dividend Fund (NYSE:DLN) is an indexed fund, not an actively managed fund, and that gives it a low expense ratio that is second only to Vanguard on this list. However, it uses WisdomTree’s own index, and that seems to make a difference in both performance and yield. About 17% of the fund is in consumer staples, but the next heaviest sector is health care — a recession-proof industry that has helped juice returns.

For more info, visit this ETF’s page on the WisdomTree website.


Article printed from InvestorPlace Media, http://investorplace.com/2012/08/5-low-risk-dividend-funds-and-3-aggressive-high-yield-etfs/.

©2014 InvestorPlace Media, LLC

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