How the index screens
Some screen for a history of dividend growth, others for current yield. The two produce very different holdings.
Funds built around dividend quality and distribution growth. Ranked by TradeAlpha Score with costs, performance and risk measured from observed prices.
Funds built around dividend quality and distribution growth.
Dividend-quality equity exposure with a defensive income tilt
Dividend-growth equity exposure weighted toward sustained distribution histories
Core dividend-growth exposure across US large and mid capitalisation companies
Some screen for a history of dividend growth, others for current yield. The two produce very different holdings.
Dividend screens often tilt heavily toward a few sectors, which narrows diversification more than the fund name suggests.
How often income is paid out, and whether that matches how it is intended to be used.
| Ticker | Fund | Score | 1Y return |
|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ETF | 62.3 | +30.9% |
| VIG | Vanguard Dividend Appreciation Index Fund ETF Shares | 60.5 | +18.0% |
| DGRO | iShares Core Dividend Growth ETF | 57.4 | +23.2% |
Ordered by TradeAlpha Score. Blank cells mean the value is not published for that fund. Ordering describes structural quality, not expected return.
TradeAlphaAI ETF intelligence describes observed structure, cost and historical measurement only. It is not a trading signal, execution instruction or investment advice.