Through the first half of 2026, artificial intelligence (AI) and technology continued dominating the U.S. equity landscape, prompting some investors to gloss over the long-term value of dividend growth investing. With the second half upon us, market participants might want to reconsider that perspective.
A smart beta exchange traded fund, the Invesco High Yield Equity Dividend Achievers ETF (PEY) debuted on 12/09/2004, and offers broad exposure to the Style Box - All Cap Value category of the market.
Invesco High Yield Equity Dividend Achievers ETF (NYSEARCA:PEY) owns the 50 highest-yielding U.S.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 31,961 | $670,193.34 | $768,502.24 | $98,308.9 | 14.67% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 1,463 | $31,103 | $34,980.33 | $3,877.33 | 12.47% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 29,731 | $615,866.72 | $713,395.34 | $97,528.62 | 15.84% |
Jeff Ameen Spire Wealth Management | 1,720 | $35,232.05 | $40,878.55 | $5,646.5 | 16.03% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 15,960 | $342,661 | $382,321.8 | $39,660.8 | 11.57% |
| NASDAQ (NMS) Exchange | US Country |
This investment fund is committed to a strategy that emphasizes securities selected for their potential to offer consistent dividend growth and yield. By adhering to a disciplined investment process, the fund aims to invest a minimum of 90% of its total assets in components of its underlying index, which is meticulously maintained by Nasdaq, Inc. The selection criteria focus sharply on common stocks that not only provide a steady record of increasing dividends but also align with specific financial metrics, primarily those associated with dividend yield and growth. This approach underscores the fund's goal to deliver stable income to its investors through dividends while also considering potential for capital appreciation.
The fund's investment strategy is centered on two main products and services:
Primarily focused on equities that constitute the underlying index managed by Nasdaq, Inc., the fund invests in stocks that have demonstrated a consistent ability to increase their dividends. This investment service is designed for investors looking for exposure to dividend-paying stocks with a track record of growth, ensuring that the fund's portfolio is allocated toward companies that are not only profitable but also committed to returning value to shareholders.
This service emphasizes selecting companies that not only pay dividends but have also shown a consistent pattern of dividend growth. It targets the balance between yield and growth, aiming to provide a reliable income stream through dividends while also allowing for potential capital appreciation. The investment philosophy here leans heavily on financial metrics that signal sustainable dividend policies. Therefore, the fund seeks to attract investors who prioritize income generation along with moderate capital growth.