SPDV
AAM S&P 500 High Dividend Value ETF
📎 Investment Objective
The AAM S&P 500 High Dividend Value ETF (SPDV) seeks to track the performance of the S&P 500 High Dividend Index, which is designed to measure the performance of the 80 highest dividend-yielding companies in the S&P 500 Index that meet certain value criteria.
Overview
ETF tracking AAM S&P 500 High Dividend Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The AAM S&P 500 High Dividend Value ETF (SPDV) seeks to track the performance of the S&P 500 High Dividend Index, which is designed to measure the performance of the 80 highest dividend-yielding companies in the S&P 500 Index that meet certain value criteria.
🎯 Investment Strategy
The fund invests in the common stocks of the companies included in the underlying index in proportion to their weightings in the index. The index selects high dividend-paying stocks from the S&P 500 that also meet certain value factor requirements.
✨ Key Features
- Focuses on high dividend-paying stocks from the S&P 500 that also exhibit value characteristics
- Provides exposure to large-cap U.S. equities with an emphasis on income generation
- Passively managed to track the performance of the underlying index
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Dividend risk: Companies may reduce or eliminate dividend payments, impacting the fund's income generation
- Value investing risk: Value stocks may underperform the broader market for extended periods
- Concentration risk: The fund is concentrated in a relatively small number of stocks
👤 Best For
This ETF may be suitable for investors seeking exposure to high-yielding, value-oriented large-cap U.S. stocks as part of a diversified portfolio. It may be particularly appealing to income-oriented investors who are comfortable with the risks associated with a concentrated value-focused strategy.