Personal Investment Notes

Here is a list of dividend ETFs and mutual funds in alphabetical order, according to their stock symbol.

Dividend ETFs and Funds

DVY – Dow Jones Selected Dividend Index. The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dow Jones Select Dividend index. The fund uses a representative sampling strategy to try to track the index. The index is comprised of one hundred of the highest dividend-yielding securities (excluding REITs) in the Dow Jones U.S. Total Market index, a broad-based index representative of the total market for U.S. equity securities. 0.40% expense ratio.

PEY – High Yield Dividend Achievers. The investment seeks investment results that correspond generally to the price and yield (before the fees and expenses) of an equity index called the Dividend Achievers(TM) 50 index (the “Index” or the “Underlying Index”). 0.60% expense ratio.

PFM – Dividend Achievers. The investment seeks results that correspond generally to the price and yield (before the fund’s fees and expenses) of an equity index called the Broad Dividend Achievers(TM) index. The fund normally invests at least 80% of total assets in common stocks of companies that have raised their annual regular cash dividend payments for at least each of the last 10 consecutive fiscal years. 0.60% expense ratio.

PHJ – High Growth Rate Dividend Achievers. The investment seeks results that correspond generally to the price and yield (before the fees and expenses) of an equity index called the High Growth Rate Dividend Achievers index. 0.60% expense ratio.

SDY – S&P Dividend. The investment seeks to replicate, before expenses, correspond generally to the price and yield of the S&P High Yield Dividend Aristocrats index. 0.35% expense ratio.

VYM – Vanguard High Dividend Yield Index Fund (ETF). The fund tracks the performance of the FTSE/ High Dividend Yield index. 0.25% expense ratio.