The U.S. is home to some of the most dependable dividend-paying stocks in the world, some of which have payout increase streaks measured in decades. And yes, S&P 500 member firms spend sizable sums annually on dividends.
A smart beta exchange traded fund, the ALPS International Sector Dividend Dogs ETF (IDOG) debuted on 06/28/2013, and offers broad exposure to the Foreign Large Value ETF category of the market.
I assign a ‘Buy' rating to the Alps International Sector Dividends Dogs ETF for its strong recent performance and defensive international dividend profile. IDOG's Dogs of the Dow methodology delivers higher income generation, lower valuation multiples, and superior risk-adjusted returns versus broader international markets. While IDOG's expense ratio is higher than peers, its recent outperformance and defensive positioning justify its inclusion for investors seeking international value exposure.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 25,630 | $765,489.62 | $1.08M | $313,789.68 | 40.99% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 353,164 | $10.24M | $14.86M | $4.63M | 45.19% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 7,251 | $220,918.02 | $303,744.39 | $82,826.37 | 37.49% |
Bradley Harsch Strategic Advocates LLC | 342 | $12,175 | $14,401.04 | $2,226.04 | 18.28% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 27,066 | $705,423.86 | $1.14M | $438,655.96 | 62.18% |
| ARCA Exchange | US Country |
The fund operates within the investment sector, focusing specifically on offering investors a unique strategy based on replicating the performance of the underlying index that tracks high-dividend-paying stocks internationally. This investment approach aligns with investors seeking both income through dividends and the potential for capital growth by investing in stocks of companies outside of the United States. Typically referred to as "Dividend Dogs," these are securities from the S-Network Developed International Equity 1000 Index that are identified through a rules-based index to provide a targeted investment option for those looking to maximize dividend income alongside their portfolio's equity growth.
The fund's main product and service offerings are centered around its investment strategy, focused on high-dividend-yielding international equities. Below is a detailed explanation of these offerings:
This product aims to replicate, before fees and expenses, the performance of the underlying index which tracks the highest dividend-yielding stocks within the S-Network Developed International Equity 1000 Index. By focusing on the "Dividend Dogs," the fund seeks to provide investors with a reliable source of income in addition to the potential for capital appreciation. This is an attractive option for those interested in diversifying their income stream and tapping into international markets for dividend yields.
The underlying index's rules-based strategy enables the fund to systematically identify and invest in high dividend-paying stocks globally. This method involves a disciplined approach to selecting stocks based on their dividend yields, rather than subjective measures, making it a transparent and potentially less risky option for investors looking to gain exposure to international dividends. This systematic approach ensures consistent application of the selection criteria, aiming to provide a steady performance relative to the targeted high-dividend yield stocks.