NOBL carries one of the most respected names in dividend investing, but when we put it head-to-head against 10 popular rivals over the same ten-year stretch, the scoreboard told a story most NOBL holders have never seen.
ProShares S&P 500 Dividend Aristocrats ETF receives a reiterated 'sell' rating due to inferior long-term return prospects versus peers. NOBL's 25-year dividend growth requirement leads to sector overweights (Consumer Staples) and underweights (Technology), hampering upside capture and earnings growth. Compared to the Vanguard Dividend Appreciation ETF, NOBL exhibits lower EPS growth, profit margins, and ROE, with a negligible yield advantage and no superior downside protection.
The Social Security Administration confirmed a 2.8% cost-of-living adjustment for 2026, which works out to roughly $56 a month for the average retiree.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 11,410 | $579,533.39 | $648,772.6 | $69,239.21 | 11.95% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 200 | $10,408 | $11,419 | $1,011 | 9.71% |
Curtis Ellergodt Rothschild Investment LLC | 3,022 | $158,410.39 | $169,685.3 | $11,274.91 | 7.12% |
Tom McDonald Richards, MERRILL & PETERSON Inc. | 5,414 | $269,481.85 | $308,679.21 | $39,197.36 | 14.55% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.08M | $60.71M | $60.7M | -$10,792.33 | -0.02% |
| BATS Exchange | US Country |
The fund described is a dedicated investment vehicle that focuses on replicating the performance of a specific index. This index is defined by having a broad diversification across a minimum of 40 equally weighted stocks, ensuring no single sector overdominates with more than 30% of the index's weight. The fund's strategy is to maintain a full investment position in a mix of securities and/or financial instruments which collectively mirror the returns of the target index, regardless of the prevailing market conditions, trends, or direction. By adhering to a policy of investing at least 80% of its total assets in the components that form the index, the fund positions itself as a stable instrument aiming for consistent exposure to its benchmark.
This product is the core offering, structured to invest a significant majority of its assets into the securities making up a particular index. By doing so, it provides investors with a diversified exposure to the market segments covered by the index. The fund aims to minimize risks associated with market volatility by embracing a diversified and disciplined investment approach, ensuring that no single sector disproportionately influences the fund's performance.
An integral part of the fund's strategy involves capping any single sector's weight to a maximum of 30% of the index composition. This regulation is in place to prevent overexposure to sectorial risks and to promote a balanced and diversified portfolio. By implementing this rule, the fund ensures a healthy spread of investments across different industries, enhancing the potential for stable returns.
The fund adopts an equal weighting approach to its stock selection within the index it tracks. Each of the minimum 40 stocks is given an identical weight in the investment strategy, which means that the performance of smaller companies has the same impact on the index as that of larger companies. This methodology promotes an egalitarian view of investing, where every constituent has the potential to contribute equally to the overall performance of the fund.