Small-Cap Dividend ETFs: WisdomTree International SmallCap Dividend Fund (DLS)
Going outside the U.S. once more, I finish my recommendations with the WisdomTree International SmallCap Dividend Fund (DLS), an ETF with 874 small-cap holdings totaling $1.3 trillion in market cap or an average of $1.5 billion per holding.
Japan, the United Kingdom and Australia account for 56% of the portfolio’s $753 million in total net assets. More than seven years old, the fund currently generates a 30-day SEC yield of 2.95% and has a five-year annualized total return of 19.8%. It also garners four stars from Morningstar, and, not surprisingly, it has the highest expense ratio at 0.58%.
Put an equal amount into all four dividend ETFs and you get the following:
- A portfolio split equally amongst U.S. and foreign stocks
- 35% invested in large caps, 49% in midcaps, and 16% in small caps
- 52% value, 17% growth and 31% blend
- An average market cap of $8.5 billion
- A yield of 3.87%
- An overall expense ratio of 0.37%
- A year-to-date return of 20.4%
Most importantly, you get a dividend ETF portfolio built for the long haul.
As of this writing, Will Ashworth did not own a position in any of the aforementioned securities.