State Street built a second S&P 500 fund specifically to pay larger quarterly checks, and most SPY investors have never heard of it. Before you move any money, there is a performance cost buried in the comparison that changes the math entirely.
Combining different dividend stock selection strategies can produce an elite portfolio.
Smart Beta ETF report for DVY
Style Box ETF report for DIA
Smart Beta ETF report for SPYD
Style Box ETF report for MDYV
Taxes on income and profits made from ETF investing are the same as those for the fund’s underlying assets. Dividends can be qualified or non-qualified.
Style Box ETF report for SDY
Style Box ETF report for RDIV
Style Box ETF report for SPYD
Style Box ETF report for SPYV
A 12% yield sounds better than 3%, until you look at what’s actually generating each payout.
Smart Beta ETF report for PEY
This is the newest page. Registered accounts read further back.