Top 200 dividenders
Expense Ratio
- 0.10%
Dividend Yield
- 3.59%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
SCHD Schwab US Dividend Equity ETF | Large Cap Growth Equities, Dividend | 50% |
SCHY Schwab International Dividend Equity ETF | Dividend, Foreign Large Cap Equities | 50% |
Performance
The chart shows the growth of $10,000 invested in Top 200 dividenders in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $9,923 for a total return of roughly -0.77%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 21, 2023, the Top 200 dividenders returned -1.81% Year-To-Date and -0.41% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -3.13% | 2.92% | 2.02% | -11.46% | -2.97% | -2.97% |
| Top 200 dividenders | -5.06% | -1.81% | 5.61% | -6.48% | -0.41% | -0.41% |
| Portfolio components: | ||||||
SCHD Schwab US Dividend Equity ETF | -6.94% | -5.26% | 2.38% | -5.93% | 1.09% | 1.09% |
SCHY Schwab International Dividend Equity ETF | -3.18% | 1.69% | 8.83% | -7.19% | -2.02% | -2.02% |
| Returns over 1 year are annualized | ||||||
Dividends
Top 200 dividenders granted a 3.59% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 3.59% | 3.53% | 2.34% | 1.69% | 1.65% | 1.75% | 1.55% | 1.75% | 1.86% | 1.69% | 1.63% | 1.94% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Top 200 dividenders. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Top 200 dividenders is 19.92%, recorded on Sep 27, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.92% | Jan 13, 2022 | 177 | Sep 27, 2022 | — | — | — |
| -4.97% | Aug 17, 2021 | 32 | Sep 30, 2021 | 54 | Dec 16, 2021 | 86 |
| -3.67% | Jun 15, 2021 | 4 | Jun 18, 2021 | 37 | Aug 11, 2021 | 41 |
| -2.56% | May 11, 2021 | 2 | May 12, 2021 | 13 | Jun 1, 2021 | 15 |
| -1.2% | Dec 17, 2021 | 2 | Dec 20, 2021 | 2 | Dec 22, 2021 | 4 |
| -0.77% | Apr 30, 2021 | 1 | Apr 30, 2021 | 1 | May 3, 2021 | 2 |
| -0.56% | Jan 5, 2022 | 1 | Jan 5, 2022 | 2 | Jan 7, 2022 | 3 |
| -0.32% | Jun 3, 2021 | 1 | Jun 3, 2021 | 1 | Jun 4, 2021 | 2 |
| -0.22% | Jun 8, 2021 | 2 | Jun 9, 2021 | 1 | Jun 10, 2021 | 3 |
| -0.13% | Dec 30, 2021 | 1 | Dec 30, 2021 | 2 | Jan 3, 2022 | 3 |
Volatility Chart
Current Top 200 dividenders volatility is 17.63%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.