Date updated:02-11-2007
From Quant Investor.
Recently a number of new ETF’s have been issued that are related to Mergent’s “Dividend Achiever” indexes. A dividend achiever is a company that has increased its regular annual dividend for ten or more consecutive years. Note that keeping the dividend unchanged one year out of ten is not acceptable and would cause the company to drop off of the “dividend achiever” list. Such a company would need to re-start the 10-year cycle all over again to get back onto the list. There is also a liquidity requirement- the two month average daily trading (price*volume) must exceed $500K.
Here are 10 funds available that use variants of Mergent’s dividend achiever concept.

-
BDV
Blackrock Div Ach - $8.60
- 0.00%
- $N/A
Dividend Achievers (BDV)-Uses broad based list.

-
BDT
Blackrock Strtgc - $8.67
- +2.48%
- $8.55
Strategic Dividend Achievers (BDT)- Small and mid-caps.

-
BDJ
Blackrock Div Ach - $8.25
- 0.00%
- $N/A
Enhanced Dividend Achievers (BDJ)- Like BDV but also uses option writing.

-
PFM
Ps Div Achievers - $12.40
- 0.00%
- $N/A
Dividend Achievers (PFM): Broad Based, modified market cap weighted

-
PHJ
Ps Hi Gr Rt Div A - $9.05
- 0.00%
- $N/A
High Growth Dividend Achievers (PHJ): Filtered version using the 100 stocks with the highest annual dividend growth rate for the last 10 years.

-
PEY
Powershares Etf - $7.55
- +2.17%
- $7.41
High Yield Equity (PEY)- Filtered version using 50 highest yielding stocks excluding REITs and Limited Partnerships. Yield weighted (instead of market cap).

-
PID
Ps Intl Div Achvr - $13.97
- +3.18%
- $13.75
International (PID)- Foreign domiciled corporations with US listings. The bar is set lower for these stocks- only five years of annual dividend increases are required.

-
VDAIX
Vanguard Dividend - $18.59
- +2.03%
- $N/A
This fund is modeled off a filtered index called Dividend Achievers Select that requires a company to be incorporated in the US or its territories and trade on NYSE, NASDAQ or AMEX. There are also some additional liquidity requirements.
- Mergent's "Dividend Achiever" funds's Blog
- No Blogs Found
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Fidelity Contrafund - ...
- 3. Argus Management
- 4. Charlie Munger
- 5. Calamos Advisors
- show all
- Top Do-It-Yourself Portfolios
- » Joy
- » tsamanuli Portfolio 1
- » Albo's First Portfolio
- » Fundsonly Portfolio 1
- » rk00005
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Jonas Elmerraji Posted on Nov. 10, 2009 After six straight days of gains, the markets are taking a breather today, which gives us the chance to focus our attention b...
By Roberto Pedone Posted on Nov. 9, 2009 Financial-Services Bull: Barron’s talks with Anton Schutz, portfolio manager at the Burnham Financial Industries Fund (BURFX)...
By Jonas Elmerraji Posted on Nov. 9, 2009 Last week brought investors a welcome return to gains as the S&P 500 pushed up 3.2% over the course of the last five trading d...
By Roberto Pedone Posted on Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...
A. Depends where you have it @. It has a
strong trend line. This is a accd.
yielder that came back to life. I would
cut some if you got some & wait for a
little pull back.
A. The only one I own : SLX,
too hard pick a winner out all of them
Here is a list of some of the biggest stocks that hit 52-week lows on Nov. 2, 2009. more
Here are some of the biggest stocks that made the 52-week high list on Nov. 2, 2009. more
Here are some stocks that moved up on unusual volume on Nov. 2, 2009. more













Comments not available