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4 Big, Safe Dividend Plays for the Long Haul

These dividend ETFs will take care of you for years to come

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4 Big, Safe Dividend Plays for the Long Haul

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.

WisdomTree185 4 Big, Safe Dividend Plays for the Long HaulJapan, 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%.

Bottom Line

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.


Article printed from InvestorPlace Media, http://investorplace.com/2013/12/dividend-etfs-long-haul/.

©2014 InvestorPlace Media, LLC

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