Mergent's "Dividend Achiever" funds
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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.

symbol name last price % change open
  • +
  • BDV
    Blackrock Div Ach
  • $8.50
  • 0.00%
  • $N/A

Dividend Achievers (BDV)-Uses broad based list.

People owning BDV also tend to own: CZNEPDEXMFROGMRGSTLNAI

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  • +
  • BDT
    Blackrock Strtgc
  • $8.60
  • +1.18%
  • $8.60

Strategic Dividend Achievers (BDT)- Small and mid-caps.

People owning BDT also tend to own: AMFAPFBLNEWJEWUGFGVT

TheStreet.com Rating: No Rating What is this?

  • +
  • BDJ
    Blackrock Div Ach
  • $8.53
  • 0.00%
  • $N/A

Enhanced Dividend Achievers (BDJ)- Like BDV but also uses option writing.

People owning BDJ also tend to own: BACEWZFCXMAPGHXLEBDT

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  • +
  • PFM
    Ps Div Achievers
  • $12.62
  • 0.00%
  • $N/A

Dividend Achievers (PFM): Broad Based, modified market cap weighted

People owning PFM also tend to own: ACNADREAMGNAMTDATIBACCAT

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  • +
  • 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.

People owning PHJ also tend to own: ABNBBVESIOIMOSPIDPKWBDJ

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  • +
  • PEY
    Powershares Etf
  • $7.51
  • +1.49%
  • $7.49

High Yield Equity (PEY)- Filtered version using 50 highest yielding stocks excluding REITs and Limited Partnerships. Yield weighted (instead of market cap).

People owning PEY also tend to own: AAPLEEMGOOGKSSAHRAINVBAC

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  • +
  • PID
    Ps Intl Div Achvr
  • $14.09
  • +1.49%
  • $14.02

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.

People owning PID also tend to own: LQDBPTCOHDBAEVEPEWDEWM

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  • +
  • VDAIX
    Vanguard Dividend
  • $18.82
  • +1.13%
  • $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.

People owning VDAIX also tend to own: BRKBFAIRXIBMJAOSXJNJOAKBXOAKWX

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