DTD is not an ETF I own, but I like many of its characteristics. The secret of success is to buy with a long-term perspective and reinvest the dividends. Compare DTD with SPY for dividend growth. Notice the areas in green.
I like the top holdings in this ETF. Companies like Microsoft, AT&T, Apple, Exxon Mobil JPMorgan Chase, Verizon and Johnson & Johnson are some of the top holdings. Buy with a long-term perspective and reinvest the dividends to build your share count. This then builds your dividend income every quarter. It is a nice snowball rolling down the hill.
DTD Data Points worth knowing:
Expense Ratio 0.28% – A reasonable cost.
Assets Under Management (AUM) 591M – A bit too small for my taste.
ETF Category Large Cap Value
Net Asset Value (NAV) $87.46 per share
Turnover Ratio 11% Excellent and stable.
Total Holdings 872 – Excellent diversification.
Dividend yield 2.94% – A solid yield.
5-Year Returns 5-year is 50.37% which is good.
Ranking (DTD – Real-Time SMART Grade™) on etfdailynews.com is #37 of 82 in this class of ETFs.
The XTF.COM rating for DTD is 9.0 out of 10.0 with four Morningstar stars.
Comparable ETFs: SDY, FVD, DLN and SPYD.
You can find the XTF, Morningstar and other ratings when you are signed on to a Fidelity Investments accounts. I prefer the XTF rating over Morningstar.
Recommendation: Buy DTD and/or comparable ETFs for a long-term plan. I currently prefer VYM and SCHD for my personal IRA.
Know Your Flocks & Herds 