ETFdb Logo
ETFdb Logo
  • ETF Database
  • Channels
    • Active ETF
    • Alternatives
    • Beyond Basic Beta
    • China Insights
    • Climate Insights
    • Commodities
    • Core Strategies
    • Crypto
    • Disruptive Technology
    • Dividend
    • Dual Impact
    • Emerging Markets
    • Energy Infrastructure
    • ESG
    • ETF Building Blocks
    • ETF Education
    • ETF Strategist
    • Fixed Income
    • Free Cash Flow
    • Future ETFs
    • Global Diversification
    • Gold/Silver/Critical Minerals
    • Innovative ETFs
    • Institutional Income Strategies
    • Leveraged & Inverse
    • Managed Futures
    • Market Insights
    • Megatrends
    • Modern Alpha
    • Multi-Asset
    • Night Effect
    • Portfolio Strategies
    • Retirement Income
    • Richard Bernstein Advisors
    • Tax Efficient Income
    • Thematic Investing
    • Volatility Resource
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Sector Tracker Tool
    • ETF Database Categories
    • Head-To-Head ETF Comparison Tool
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
    • Indexes
    • Mutual Fund To ETF Converter
    • ETF Data for Journalists
    • ETF Nerds
  • Research
    • First Bitcoin ETF
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Index Education
    • Index Insights
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
  • Themes
    • AI ETFs
    • Blockchain ETFs
    • See all Thematic Investing ETF themes
    • ESG Investing
    • Marijuana ETFs
  • Multimedia
    • ETF 360 Video Series
    • ETF Trends on Videos
    • ETF Trends on Podcasts
    • ETF Prime Podcast
  • Company
    • About Us
    • Swag Store
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Pricing
    • Free Sign Up
    • Login
  1. Dividend Channel
  2. Yahoo Finance: Todd Rosenbluth Discusses Dividend ETFs
Dividend Channel
Share

Yahoo Finance: Todd Rosenbluth Discusses Dividend ETFs

Aaron NeuwirthMar 23, 2022
2022-03-23

On this week’s “ETF Report” hosted on Yahoo Finance, ETF Trends’ Head of Research, Todd Rosenbluth, came into the segment to discuss which ETFs to look out for, based on where the flows have been headed lately.

As far as how Rosenbluth has seen demand for ETFs versus single stocks trending broadly over the course of 2022 so far, he notes how, based on surveys with advisors, they have been looking toward dividend strategies to combat the effects of inflation while still gaining income.

“We’re now starting to see that data coming in from a flows perspective,” Rosenbluth adds. “Dividend ETFs have been particularly popular in recent weeks as a way of getting equity exposure, of course, but also getting that steady stream of income in the face of both rising inflation and the Fed.”

When it comes to whether all of these dividend funds have been treated equally, he explains that there’s been a mixture of growth-oriented strategies such as the more value-oriented Vanguard Dividend Appreciation ETF (VIG A) and the more growth-focused iShares Select Dividend ETF (DVY A).

Yahoo Finance Twitter Image

Rosenbluth adds, "We are seeing more of a variety of approaches, but those ETFs are going to have to perform quite differently, as DVY has been, by far, the much stronger of those two products this year because of its utility exposure and energy exposure, which have been doing very well. Not all dividend ETFs will perform the same, even though they have ‘dividend’ within the name of the ETF."

With notes how the correlation between the S&P 500 energy sector and the broader index turned negative for the first time since 2001, Rosenbluth’s thoughts regarding investors’ rotation into energy reflect the relatively small scale nature of what’s going on. The energy sector is a relatively small piece of the broader S&P 500, roughly 3% (lower a year ago). With that in mind, investors with overweighted exposure to energy have been rewarded over time because it’s such a small part of the portfolio.

There is a continued interest in energy equity products and broader commodity ETFs that invest in energy, gold, or a broadly diversified basket, as investors are looking to protect themselves against the risk of rising inflation.

As far as those that would benefit from the Fed’s rate-hiking environment, Rosenbluth feels there will still be more rate-hikes on the way in 2022 and 2023. An ETF such as the JP Morgan Ultra Short Bond ETF (JPST A) has been a good place to park assets, earn some income, and earn the benefits of active management combined with it.

Looking over to thematic investing, following the rise of the ARK Innovation ETF (ARKK B+), Rosenbluth notes how while ARKK saw some performance challenges, money has continued to move in through 2022. A range of other active/thematic ETFs have similarly performed well, including (GINN A-), (DTEC A-), and others.

To receive Todd’s research, reports, and commentary on a regular basis, please subscribe here.


Content continues below advertisement

Loading Articles...
Help & Info
  • Contact Us
Tools
  • ETF Screener
  • ETF Analyzer
  • Mutual Fund to ETF Converter
  • Head-To-Head ETF Comparison
  • ETF Country Exposure Tool
  • ETF Stock Exposure Tool
  • ETF Performance Visualizer
  • ETF Database Model Portfolios
  • ETF Database Realtime Ratings
  • ETF Database Pro
More Tools
  • ETF Launch Center
  • Financial Advisor & RIA Center
  • ETF Database RSS Feed
Explore ETFs
  • ETF News
  • ETF Picks of the Month
  • ETF Category Reports
  • Premium Articles
  • Alphabetical Listing of ETFs
  • Best ETFs
  • Browse ETFs by ETF Database Category
  • Browse ETFs by Index
  • Browse ETFs by Issuer
  • Compare ETFs
Legal
  • Terms of Use and Privacy Policy
  • © 2023 VettaFi LLC. All rights reserved.
Follow ETF Database
Follow ETF Database

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

}
X