SDOG
ALPS Sector Dividend Dogs ETFSDOG Fund Description
SDOG tracks an equal-weighted index of the five highest-yielding S&P 500 securities in each sector.
SDOG Factset Analytics Insight
SDOG is built around the theory that high-yielding equities tend to appreciate faster than lower-yielding equities. SDOG starts with the S&P 500 and then equally weights the five companies in each GICS sector with the highest dividend yields. It also equal weights those sectors, which introduces permanent sector biases. It reconstitutes its portfolio annually, but it subsequently rebalances that portfolio every quarter. SDOG's methodology causes it to diverge considerably from our segment benchmark with a heavy mid-cap tilt and huge sector biases (at times). It trades well but isn't particularly cheap to hold. In terms of Efficiency, there are a couple issues with SDOG. First, its quarterly rebalancing can cause tracking difficulties. Second, SDOG's expense ratio is higher than many other US large-cap funds, although it compares more favorably with its equal-weighted peers.
SDOG MSCI ESG Analytics Insight
ALPS Sector Dividend Dogs ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.58 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. ALPS Sector Dividend Dogs ETF ranks in the 29th percentile within its peer group and in the 18th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SDOG MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
SDOG CHARTS AND PERFORMANCE
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SDOG Portfolio Data
SDOG Portfolio Management
SDOG Tax Exposures
SDOG Fund Structure
SDOG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SDOG. SDOG is rated a 5 out of 5.
SDOG Tradability
SDOG Sector/Industry Breakdown
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SDOG TOP 10 HOLDINGS[View All]
SDOG Countries
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SDOG Regions
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SDOG Economic Development
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SDOG Performance Statistics
SDOG MSCI ESG Ratings
SDOG BENCHMARK COMPARISON SUMMARY
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SDOG BENCHMARK COMPARISON MARKET CAP SIZE
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