SPDR S&P Dividend ETF (SDY)

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#18

Best Fit Income Funds ETFs

U.S. News evaluated 67 Income Funds ETFs and 31 make our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.

How we identify Best Fit Funds

Best Fit Scorecard
Costs Good
Tracking Error Excellent
Bid/Ask Ratio Typical
Holdings Diversity Typical

Fund Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded issuers that have historically followed a policy of making dividend payments. The fund employs a sampling strategy in seeking to track the performance of the S&P High Yield Dividend Aristocrats Index. It generally invests substantially all, but at least 80%, of total assets in the securities comprising the index. The fund may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. It is non-diversified.

Fund Snapshot Updated 05.21.2013

Previous Close $70.20 Expense Ratio 0.35%
YTD Return 21.3% Avg. 30-Day Volume 1,011,133
1-Year Return 32.7% Market Cap Loading...
Bid $70.19 Shares Outstanding 177,453,000
Ask $70.21 Dividends $1.86
Top 10 Holdings
Pitney Bowes Inc (PBI) 2.49%
At&T Inc (T) 2.43%
Hcp Inc (HCP) 2.31%
Abbvie Inc (ABBV) 2.19%
Consolidated Edison Inc (ED) 2.05%
Air Prods & Chems Inc (APD) 1.84%
General Dynamics Corp (GD) 1.82%
National Retail Pptys Inc (NNN) 1.79%
Leggett & Platt Inc (LEG) 1.77%
Nucor Corp (NUE) 1.75%
% of Total Holdings 20.40%

Sector Breakdown

Geographic Breakdown

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Best Fit Income Funds

1

WisdomTree Dividend ex-Financials Fund (DTN)

2

Schwab US Dividend Equity ETF (SCHD)

3

Vanguard High Dividend Yield Index Fund (VYM)

4

SPDR Barclays International Corporate Bond ETF (IBND)

See full rankings for Income Funds

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