The LibertyQ Global Equity Index, LibertyQ
Global Dividend Index, LibertyQ Emerging Markets Index and LibertyQ International Equity Hedged Index are owned and calculated by MSCI and are based on the MSCI ACWI Index, the MSCI ACWI ex REITs Index, the MSCI Emerging Markets Index, and the MSCI EAFE Index, respectively, and aim to reflect the performance of a Franklin Templeton strategy.
The risk ratings of Franklin LibertyQT
Global Dividend Index ETF (FLGD) and Franklin LibertyQT U.S. Equity Index ETF (FLUS) will be changed.
Not exact matches
It's actually significantly more risky compared to
index investing, because
dividend companies are a much smaller share of the total
global economy compared to the broader
indices.
The Manager attempts to deliver consistent returns in excess of the Dow Jones Credit Suisse Hedge Fund and the HFRX
Global Hedge Fund
indices in a transparent, registered fund format consistent with monthly
dividends.
The manager attempts to exceed the return of the Dow Jones Credit Suisse Hedge Fund and the HFRX
Global Hedge Fund
indices in a transparent, registered fund format with monthly
dividends.
iShares S&P ® / TSX ® 60
Index Fund («XIU»), iShares S&P / TSX Capped Composite
Index Fund («XIC»), iShares S&P / TSX Completion
Index Fund («XMD»), iShares S&P / TSX SmallCap
Index Fund («XCS»), iShares S&P / TSX Capped Energy
Index Fund («XEG»), iShares S&P / TSX Capped Financials
Index Fund («XFN»), iShares S&P / TSX
Global Gold
Index Fund («XGD»), iShares S&P / TSX Capped Information Technology
Index Fund («XIT»), iShares S&P / TSX Capped REIT
Index Fund («XRE»), iShares S&P / TSX Capped Materials
Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500
Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social
Index Fund («XEN»), iShares Dow Jones Select
Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth
Index Fund («XCG»), iShares Dow Jones Canada Select Value
Index Fund («XCV»), iShares DEX Universe Bond
Index Fund («XBB»), iShares DEX Short Term Bond
Index Fund («XSB»), iShares DEX Real Return Bond
Index Fund («XRB»), iShares DEX Long Term Bond
Index Fund («XLB»), iShares DEX All Government Bond
Index Fund («XGB»), and iShares DEX All Corporate Bond
Index Fund («XCB»), iShares MSCI EAFE ®
Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ®
Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares
Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets
Index Fund («XEM») and iShares MSCI World
Index Fund («XWD»), iShares MSCI Brazil
Index Fund («XBZ»), iShares China
Index Fund («XCH»), iShares S&P CNX Nifty India
Index Fund («XID»), iShares S&P Latin America 40
Index Fund («XLA»), iShares U.S. High Yield Bond
Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond
Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond
Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock
Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income
Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples
Index Fund («XST»), iShares Capped Utilities
Index Fund («XUT»), iShares S&P / TSX
Global Base Metals
Index Fund («XBM»), iShares S&P
Global Healthcare
Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100
Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond
Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.
Since the company went public in 2008, it's raised its
dividend each year and its share price has outperformed gold bullion and gold miners, as measured by the S&P / TSX
Global Gold
Index, due to its unique structure and debt - free model.
«While the current economic climate has driven a relentless focus on costs, that focus is paying
dividends, with the
global cost of electricity from renewable sources falling year - on - year,» said Ben Warren, chief editor of the Renewable Energy Country Attractiveness
Index (RECAI).
The Manager attempts to deliver consistent returns in excess of the Credit Suisse Hedge Fund and the HFRX
Global Hedge Fund
indices in a transparent, registered fund format with consistent monthly
dividends.
The Adviser attempts to deliver consistent returns in excess of the Dow Jones Credit Suisse Hedge Fund and the HFRX
Global Hedge Fund
indices in a transparent, registered fund format with consistent monthly
dividends.
The Manager attempts to deliver consistent returns in excess of the Dow Jones Credit Suisse Hedge Fund and the HFRX
Global Hedge Fund
indices in a [more] transparent, registered fund format consistent with monthly
dividends.
While the number is small, many of them represent new offerings from «A» tier shops: DoubleLine
Global Bond, Matthews Asia Value and two
dividend - oriented international
index funds from Vanguard
The following table presents links to in - depth analysis for ETFs tracking the Morningstar
Global ex-US
Dividend Growth
Index.
The following table presents sortable tax data for ETFs currently tracking the Morningstar
Global ex-US
Dividend Growth
Index.
The fund had major equivalent positions in the Schwab International Small - Cap Equity ETF (SCHC), WisdomTree International SmallCap
Dividend Fund (DLS), First Trust Dow Jones
Global Select
Dividend Index Fund (FGD), iShares MSCI United Kingdom ETF (EWU), PowerShares DWA Industrials Momentum Portfolio (PRN), and Vanguard FTSE Europe ETF (VGK).
ETFs tracking the Morningstar
Global ex-US
Dividend Growth
Index are presented in the following table.
Also uniquely among
dividend ETF, DIVI employs a guru - following strategy that makes it similar in principle to
Global X Top Guru Holdings
Index ETF (GURU) and the AlphaClone Alternative Alpha ETF (ALFA), but with a more active management style.
The following table presents holdings data for all ETFs tracking the Morningstar
Global ex-US
Dividend Growth
Index.
The following table presents
dividend information for ETFs tracking the Morningstar Global ex-US Dividend Growth Index, including yield and divide
dividend information for ETFs tracking the Morningstar
Global ex-US
Dividend Growth Index, including yield and divide
Dividend Growth
Index, including yield and
dividenddividend date.
The following table presents historical return data for ETFs tracking the Morningstar
Global ex-US
Dividend Growth
Index.
The following table presents expense information for ETFs tracking the Morningstar
Global ex-US
Dividend Growth
Index.
It should be noted that the iShares
Global Monthly
Dividend Index (CYH) has an almost 50 % interest in the US, not exactly a true International play, ex-US.
A new
index fund from the exchange traded fund offering of PowerShares
Global Funds combining a
dividend and low volatility strategy has launched on Xetra and Börse Frankfurt.
QEP
Global Core is an enhanced
index strategy that seeks to outperform the MSCI World Index (net dividends reinvested) ** by 1.0 % per annum (gross of fees) with a low tracking e
index strategy that seeks to outperform the MSCI World
Index (net dividends reinvested) ** by 1.0 % per annum (gross of fees) with a low tracking e
Index (net
dividends reinvested) ** by 1.0 % per annum (gross of fees) with a low tracking error.
Indeed, there are at least three situations in which focusing on Canadian
dividend payers may well be superior to a
global indexing strategy:
Purpose also has a trio of actively managed
dividend ETFs (Canadian, U.S., and global) that are managed similarly to Seif's still popular iShares S&P TSX Canadian Dividend Aristocrats Index ETF (CDZ
dividend ETFs (Canadian, U.S., and
global) that are managed similarly to Seif's still popular iShares S&P TSX Canadian
Dividend Aristocrats Index ETF (CDZ
Dividend Aristocrats
Index ETF (CDZ / TSX).
The following table presents
dividend information for ETFs tracking the S&P
Global Energy Sector
Index, including yield and
dividend date.
First Trust AlphaDEX ™ Canadian
Dividend Plus ETF (TSX: FDY)(TSX: FDY.A); First Trust AlphaDEX ™ U.S.
Dividend Plus ETF (CAD - Hedged)(TSX: FUD)(TSX: FUD.A); First Trust AlphaDEX ™ Emerging Market
Dividend ETF (CAD - Hedged)(TSX: FDE)(TSX: FDE.A); First Trust Senior Loan ETF (CAD - Hedged)(TSX: FSL)(TSX: FSL.A); First Trust AlphaDEX ™ European
Dividend Index ETF (CAD - Hedged)(TSX: EUR)(TSX: EUR.A); First Trust Short Duration High Yield Bond ETF (TSX: FHY)(TSX: FHY.A); First Trust
Global Risk Managed Income
Index ETF (TSX: ETP)(TSX: ETP.A); First Trust Tactical Bond
Index ETF (TSX: FTB).
This degree of concentration is also apparent from a sector perspective, with a fifth of the yield of the
global MSCI High
Dividend Yield
Index coming from financials alone.
Not surprisingly we found that the frontier that uses the equally weighted
dividend paying stock basket in lieu of the S&P / TSX Composite
Index as representation of the Canadian equity component of the diversified basket, provided the superior compliment to the
global portfolio yielding a superior risk / return trade - off set.
In addition to HCN, Horizons Hang Seng High
Dividend Yield ETF, listed on the Hong Kong Stock Exchange and managed by Mirae Asset
Global Investments (Hong Kong) Ltd., a Mirae subsidiary, also tracks this underlying
index.
The Manager attempts to deliver consistent returns in excess of the Dow Jones Credit Suisse Hedge Fund and the HFRX
Global Hedge Fund
indices in a transparent, registered fund format consistent with monthly
dividends.
The iShares
Global Monthly Advantaged
Dividend has become the
Global Monthly
Dividend Index ETF (CYH).
Today the fund tracks a different
index — the Dow Jones
Global Select
Dividend Composite — and holds its 300 - odd stocks directly.
The underlying
index of FGD is the Dow Jones Global Select Dividend Index (PDF) which is defined by component companies of the 24 developed - market country indexes in the Dow Jones Global Indexes (DJGI) fa
index of FGD is the Dow Jones
Global Select
Dividend Index (PDF) which is defined by component companies of the 24 developed - market country indexes in the Dow Jones Global Indexes (DJGI) fa
Index (PDF) which is defined by component companies of the 24 developed - market country
indexes in the Dow Jones Global Indexes (DJGI)
indexes in the Dow Jones
Global Indexes (DJGI)
Indexes (DJGI) family.
The
Global High Quality Dividend Yield (GHQDY) is a diversified, risk - controlled strategy designed to target a yield premium of 75 to 100 basis points relative to yields on diversified global equity in
Global High Quality
Dividend Yield (GHQDY) is a diversified, risk - controlled strategy designed to target a yield premium of 75 to 100 basis points relative to yields on diversified
global equity in
global equity
indices.
Editorially, Kiplinger's magazine has championed over the decades a number of personal finance strategies and investment products that later became popular «conventional wisdom»: the superiority of systematic investing (dollar cost averaging) over market timing; growth stocks that paid little or no
dividends but invested in new technologies; mutual funds, especially no - load funds; stock
index funds; term life insurance, rather than whole - life; and
global investing.
«QQQ, ®» «NASDAQ - 100 ®» and «NASDAQ Biotechnology
Index ®» are trademarks of The NASDAQ OMX Group, Inc. «Standard & Poor's, ®» «S&P, ®» «S&P 500, ®» «S&P MidCap 400, ®» «S&P SmallCap 600, ®» «Standard & Poor's 500, ®» «S&P 500 ® VIX ® Short - Term Futures IndexTM», «S&P 500 ® VIX ® Mid-Term Futures IndexTM», «S&P Merger Arbitrage,» «S&P 500 ®
Dividend Aristocrats ®,» «S&P Strategic Futures
Index,» «S&P 400 MidCap ®
Dividend Aristocrats, ®» certain «S&P Select Industry
Indices,» «S&P 500 Ex-Energy
Index,» «S&P 500 Ex-Financials
Index,» «S&P 500 Ex-Health Care
Index,» «S&P 500 Ex-Information Technology & Telecommunication Services
Index,» «Dow Jones
Index,» «DJ,» «Dow Jones Industrial Average, SM» «The Dow 30, SM» «Dow Jones U.S. Sector
Indexes,» «Dow Jones Select Sector
Indexes,» and «Dow Jones Brookfield
Global Infrastructure Composite
Index» are products of S&P Dow Jones
Indices LLC and its affiliates.
The
index for Franklin LibertyQ
Global Dividend ETF was constructed using proprietary dividend and quality screens, which account for not only long - term dividend sustainability and growth, but also for underlying balance sheet s
Dividend ETF was constructed using proprietary
dividend and quality screens, which account for not only long - term dividend sustainability and growth, but also for underlying balance sheet s
dividend and quality screens, which account for not only long - term
dividend sustainability and growth, but also for underlying balance sheet s
dividend sustainability and growth, but also for underlying balance sheet strength:
The Russell 2000
Dividend Growth Index measuring dividend - oriented US small - cap stocks has risen more than the Russell 2000 Index measuring the broad universe of US small - cap stocks for the full year to and 2016 year - to - date as of November 11, according to global index provider FTSE
Dividend Growth
Index measuring dividend - oriented US small - cap stocks has risen more than the Russell 2000 Index measuring the broad universe of US small - cap stocks for the full year to and 2016 year - to - date as of November 11, according to global index provider FTSE Rus
Index measuring
dividend - oriented US small - cap stocks has risen more than the Russell 2000 Index measuring the broad universe of US small - cap stocks for the full year to and 2016 year - to - date as of November 11, according to global index provider FTSE
dividend - oriented US small - cap stocks has risen more than the Russell 2000
Index measuring the broad universe of US small - cap stocks for the full year to and 2016 year - to - date as of November 11, according to global index provider FTSE Rus
Index measuring the broad universe of US small - cap stocks for the full year to and 2016 year - to - date as of November 11, according to
global index provider FTSE Rus
index provider FTSE Russell.
iShares Advantaged Canadian Bond
Index ETF (CAB) iShares Advantaged Convertible Bond
Index ETF (CVD) iShares Advantaged U.S. High Yield Bond ETF (CHB) iShares Advantaged Short Duration High Income ETF (CSD, CSD.U) iShares
Global Monthly Advantaged
Dividend Index ETF (CYH) iShares Broad Commodity
Index ETF (CBR) iShares Managed Futures
Index ETF (CMF, CMF.A)
Over the 40 years through year - end 2017,
global stock markets — as measured by the MSCI World
index — returned an average 9.9 % a year, including so - called net
dividends, enough to turn $ 10,000 into almost $ 441,000.
The investment seeks to performance before the fees and expenses, of an equity
index called the S&P Global Dividend Opportunities I
index called the S&P
Global Dividend Opportunities
IndexIndex.
The fund: Claymore
Global Monthly Advantaged
Dividend ETF (CYH) The
index: Zacks Global Multi-Asset Income Index, which was created specifically for Clay
index: Zacks
Global Multi-Asset Income
Index, which was created specifically for Clay
Index, which was created specifically for Claymore.
S&P
Global Inc. (formerly McGraw - Hill Financial) owns the S&P Dow Jones
Indices and has maintained a
Dividend Aristocrat
Index (Symbol: SPDAUDP) since 2005.
Figure 5 displays the relationship between real
global 10 - year equity returns7 (represented by the S&P 500, MSCI EAFE, and MSCI Emerging Market
indices) and the average of the starting
dividend and trailing 12 - month earnings yields.
Notes: U.S. stocks represented by Dow Jones U.S. Total Stock Market
Index through April 2005, MSCI US Broad Market Index through June 2013 and CRSP US Total Market Index thereafter; emerging markets stocks are represented by MSCI Emerging Markets Index; REITs by FTSE NAREIT Equity REIT Index; dividend stocks by Dow Jones U.S. Select Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index through April 2005, MSCI US Broad Market
Index through June 2013 and CRSP US Total Market Index thereafter; emerging markets stocks are represented by MSCI Emerging Markets Index; REITs by FTSE NAREIT Equity REIT Index; dividend stocks by Dow Jones U.S. Select Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index through June 2013 and CRSP US Total Market
Index thereafter; emerging markets stocks are represented by MSCI Emerging Markets Index; REITs by FTSE NAREIT Equity REIT Index; dividend stocks by Dow Jones U.S. Select Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index thereafter; emerging markets stocks are represented by MSCI Emerging Markets
Index; REITs by FTSE NAREIT Equity REIT Index; dividend stocks by Dow Jones U.S. Select Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index; REITs by FTSE NAREIT Equity REIT
Index; dividend stocks by Dow Jones U.S. Select Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index;
dividend stocks by Dow Jones U.S. Select Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bon
dividend stocks by Dow Jones U.S. Select
Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bon
Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index; commodities by S&P GSCI Commodity
Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond
Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate
Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate
Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond
Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index; Hedge fund
index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
index by HFRI fund - weighted total return
Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index and international bonds by Bloomberg Barclays
Global Aggregate ex-USD Bond
IndexIndex.