A Decade Of Out-Performance: Inside WisdomTree's Dividend-Weighted Strategies
A decade ago, WisdomTree changed passive investing with the introduction of a sweeping series of dividend-weighted indexes.
WisdomTree Chief Investment Strategist Luciano Siracusano discusses our approach to dividends and how several WisdomTree
strategies outperformed traditional beta benchmarks over the past 10 years.
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December 4, 2012
ETF Trends Editor and Proprietor Tom Lydon speaks with WisdomTree's Director of Research, Jeremy Schwartz, at the Morningstar ETF Invest Conference about an important development in the ETF industry — the emergence of indexes that weight stocks by alternative factors such as dividends and volatility. Schwartz says that diversifying beyond cap-weighted strategies, using dividends as a compelling alternative, is "part of a natural evolution".
Basis point: 1/100th of 1 percent.
Gross domestic product (GDP): The sum total of all goods and services produced across an economy.
S&P 500 Index: a capitalization-weighted index of 500 stocks selected by the Standard & Poor's Index Committee and designed to represent the performance of the leading industries in the United States economy.
Source for Payout ratios data: Click here
Source for Dividends data: Click here
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There are risks associated with investing, including possible loss of principal. Foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty. Funds focusing on a single sector generally experience greater price volatility. Investments in emerging, offshore or frontier markets are generally less liquid and less efficient than investments in developed markets and are subject to additional risks, such as risks of adverse governmental regulation, intervention and political developments. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.
Jeremy Schwartz is a registered representative of Foreside Fund Services, LLC.
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