VIG News and Press, Vanguard Div Appreciation From 11/01/22

Summary DTD is a broad market dividend ETF weighted by expected cash dividend. It is better balanced than SPY across sectors, cheaper in valuation, and equivalent in quality. DTD has underperformed the benchmark since 2007 but beats it in 2022. This dividend ETF (exc...

Summary One of the main risks to your portfolio is sequence of returns risk - the need to sell stocks to generate income. Obviously, the greater the income, the less need to sell stocks. A growing dividend stream can also squeeze or reduce the need to sell shares over time. ...

Summary DGRW is a high-quality but low-yielding dividend growth ETF with a 0.28% expense ratio and $6.33 billion in AUM. However, DGRW's 12.27% long-term annualized dividend growth rate may not be enough to satisfy the needs of income investors with short or median time horizons. ...

Summary VSDA tracks a propriety Index, selecting 75 U.S. stocks with sustainable dividend growth and stable earnings patterns. Annual fees are 0.35% and the ETF has $253 million in AUM. The Index considers a variety of common-sense screens, including dividend growth and consistenc...

Summary With inflationary pressures and recessionary fears remaining top-of-mind, equity managers see no short-term end to the bumpy ride in markets. One of the key risks cited by equity managers in our third-quarter report is the possibility of inflation remaining stuck at high l...

Summary The VIG ETF gives investors exposure to companies that have a history of growing dividends. It has a 5-Yr average annual return of 9.4% with a 2.0% distribution yield. YTD, VIG has suffered a 20.1% drawdown. VIG compares well to peer funds (2nd highest 5Yr CAGR returns...

The S&P 500 ( SP500 ) along with its large-cap tracking exchange traded funds ( SPY ), ( VOO ), and ( IVV ) are all moving well into the green on Monday and are higher for the month of October. However, the S&P still continues to underperform when paired alongsid...

Summary The KNG ETF holds a portfolio of dividend aristocrats and sells covered calls. Consumer staples and industrials are the top sectors, weighing over 40% together. Quality metrics are similar to those of the S&P 500 index. It has underperformed the benchmark since...

Summary Dividend Growth stocks, such as those in the ETF VIG, have outperformed in 2022 as earnings quality obtains a superior premium. VIG may outperform even more if real yields reverse due to its high dividend correlation with inflation-indexed Treasury bond rates. The top ...

Summary The market is going through a period of extraordinary uncertainty. It makes the task of investing and conserving capital hugely challenging. With index investing, there's no escape from a roller coaster ride. For most people, especially retirees, it's very difficult to tol...