
Wall Street Journal Buy Side – Best Dividend ETFs of 2022
September 08, 2022
See why the Harbor Dividend Growth Leaders ETF (GDIV) was named the Best Active Dividend ETF by the Wall Street Journal’s Buy Side
Important Infomration
For standardized performance, click here.
Performance data shown represents past performance and is no guarantee of future results. Past performance is net of management fees and expenses and reflects reinvested dividends and distributions. Past performance reflects the beneficial effect of any expense waivers or reimbursements, without which returns would have been lower. Investment returns and principal value will fluctuate and when redeemed may be worth more or less than their original cost. Returns for periods less than one year are not annualized. Current performance may be higher or lower and is available through the most recent month end at harborcapital.com or by calling 800-422-1050.
Holdings are subject to change. For current holdings click here.
The Five Star Morningstar Rating mentioned in the article is for the one year period ending on 06/30/2022, for the Large Blend category. There are 1,359 investments in the category. The Fund was rated four stars out of 1,225 and 5 stars out of 1,107 for the three- and five-year periods ending on 6/30/2022, respectively. The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
Harbor Dividend Growth Leaders ETF (GDIV) | |
Inception Date | 4/30/2010 |
Gross Expense Ratio | 0.50% |
Objective | The Fund seeks long-term growth of capital. |
Strategy | Under normal market conditions, the Fund invests at least 80% of its net assets, plus borrowings for investment purposes, in dividend-paying equity securities. |
Mgmnt Style | Active |
AUM as of 9-7-2022 | $141.755 MILLION |
Link for Current Performance | https://www.harborcapital.com/etf/GDIV?category=Domestic#Performance |
Link for Current Holdings | https://www.harborcapital.com/etf/GDIV?category=Domestic#Holdings |
Cambria Shareholder Yield ETF (SYLD) | |
Inception Date | 5/14/2013 |
Gross Expense Ratio | 0.59% |
Objective | The Fund seeks income and capital appreciation. |
Strategy | Under normal market conditions, at least 80% of its total assets in equity securities, including common stock, issued by U.S.-based publicly listed companies that provide high “shareholder yield.” |
Mgmnt Style | Active |
AUM as of 9-7-2022 | $542,042,190.59 |
Link for Current Performance | |
Link for Current Holdings |
Cambria Foreign Shareholder Yield ETF (FYLD) | |
Inception Date | 12/3/2013 |
Gross Expense Ratio | 0.59% |
Objective | The Fund seeks income and capital appreciation. |
Strategy | Under normal market conditions, at least 80% of its total assets in equity securities, including common stock and depositary receipts, issued by publicly listed companies in developed foreign markets excluding the US (“developed ex-US”), that provide high “shareholder yield.” |
Mgmnt Style | Active |
AUM as of 9-7-2022 | $71,048,066.36 |
Link for Current Performance | |
Link for Current Holdings |
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