From Kiplinger · · 50s
Dividend ETF Outperforms Market
iShares Core Dividend ETF gains 36% yearly vs S&P 500's 20% return.
In brief
iShares Core Dividend ETF gains 36% yearly vs S&P 500's 20% return. iShares Core Dividend ETF (DIVB) returned 36% over 12 months, outperforming S&P 500's 20% gain. Originally reported by Kiplinger.
iShares Core Dividend ETF
iShares Core Dividend ETF (DIVB) gained 36% over 12 months through August.
Outperforms S&P 500
The ETF beat the S&P 500's 20% return over the same period.
Top Holdings
The fund holds IBM, ADP, ACN, and PAYX, unlike S&P 500's NVDA, AAPL, MSFT, AMZN, and GOOGL.
Performance Drivers
Tech stocks like Cisco Systems and Dell Technologies boosted returns earlier this year.
Energy Sector Boost
Energy stocks, including Exxon Mobil, rose 26% since the start of the year.
Long-Term Record
The ETF's 14% annualized return over five years ranks among top 7% of peer group.
The key point
iShares Core Dividend ETF (DIVB) returned 36% over 12 months, outperforming S&P 500's 20% gain.
