SDY - SDY: High-Yield Aristocrats Deserve Attention

• Passively managed SDY tracks the S&P High Yield Dividend Aristocrats index that is reconstituted every January, with subsequent rebalancing in April, July, and October.
• Its constituents must increase the annual dividends for at least 20 consecutive years. Some of them, like JNJ, have been increasing the payout for more than half of a century.
• 2.5% yielding SDY has a 3-year dividend CAGR close to 12%.
• SDY does not have a growth or value tilt, but its portfolio does possess remarkable profitability characteristics.

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