FDL follows the Morningstar Dividend Leaders Index which is screened to include equities that have displayed consistency in their payment of dividends over time. After securities are deemed eligible for inclusion in the index, the top 100 equities are chosen and then ranked based on their respective dividend yields.
DHS is based on the WisdomTree Equity Income index which includes equities from another WisdomTree index, the Dividend Index. Equities that meet the minimum $200 million market capitalization and $200,000 average daily trading volume for the prior three months are then taken from the Dividend Index and ranked by their respective dividend yields in order to formulate the ETF’s weightings.
Finally, DTN grants exposure to the WisdomTree Dividend ex-Financials index which owns large and mid-cap equities that are in sectors outside of Financials, and yield attractive dividends. Like DHS, these equities must meet minimum screening criteria in order to be a part of the ETF.
Guggenheim Defensive Equity
For more information on Street One ETF research and ETF trade execution/liquidity services, contact [email protected].