SPDR Portfolio S&P 500 High Dividend ETF Review

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SPDR Portfolio S&P 500 High Dividend ETF Review
Ishares Core High Dividend ETFSPDR® Portfolio S&P 500® High Dividend ETFSPDR® S&P 500
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Market Analysis by Tony Dong covering: S&P 500, iShares Core High Dividend ETF, SPDR® Portfolio S&P 500® High Dividend ETF, SPDR® S&P 500. Read Tony Dong's Market Analysis on Investing.com

), I mentioned that all the major fund managers—State Street, Vanguard, Schwab, and iShares—offer a lineup of dividend-focused ETFs. Typically, there’s a high-yield option, a dividend-growth option, and occasionally a hybrid of the two.

First, there’s no sector cap. If you just pick the 80 highest-yielding S&P 500 stocks with no limits, you end up with skewed sector exposures. Right now, SPYD’s biggest sector allocations are real estate , financials . And utilities Twice a year, SPYD takes the 80 highest-yielding S&P 500 stocks , equally weights them, and rebalances six months later. The issue? Many of these stocks haven’t had time to recover before being replaced, which can drag on performance. Morningstar reports a high 43% annual portfolio turnover rate.

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