Investors seeking dividend income beyond the S&P 500 can consider three ETFs: WisdomTree U.S. MidCap Dividend Fund (DON), WisdomTree U.S. SmallCap Dividend Fund (DES), and VictoryShares US Large Cap High Volatility Weighted ETF (CDL). DES leads with a 14% year-to-date return by focusing on small-cap dividend payers, filtering out non-earners. CDL offers the highest yield at about 3.4%, using a volatility-weighted approach to emphasize steady large-cap payers outside mega-cap tech. DON targets mid-cap dividend payers weighted by dividend dollars, providing diversification but with slightly lower recent returns. These ETFs complement traditional large-cap dividend funds by expanding income sources into less crowded market segments.
The S&P 500 has surged over 17% since March lows, driven by tariff optimism, strong earnings, and semiconductor rebounds. This rally has lowered volatility, making put option hedges more affordable and strategically wise for investors seeking protect...
The SPDR S&P 500 ETF has surged about 30% since Election Day 2024, defying inflation, geopolitical tensions, and tariff uncertainties. This growth is driven by strong earnings in a few large companies, especially in AI, defense, and energy sectors fa...
The Fidelity International Value Factor ETF (FIVA) invests in undervalued large- and mid-cap stocks outside the U.S., focusing on developed markets like Japan, the UK, and Canada. It offers exposure to profitable companies trading at low multiples, b...
The Vanguard Mid-Cap ETF (VO) targets U.S. companies valued between $2 billion and $20 billion, filling a gap left by S&P 500 funds heavily weighted in mega-cap tech stocks. While mid-caps have underperformed large caps over the past decade, VO provi...
Despite Berkshire Hathaway's extraordinary 60-year track record of 19% annual growth, Warren Buffett consistently recommends that most investors choose low-cost index funds like the S&P 500. This advice is based on decades of data showing about 85% o...
