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Global Financial Technology 25

Regional US Top 50 Dividend Yield

Lapis US Top 50 Dividend Yield

The Lapis US Top 50 Dividend Yield Analysis is composed of 50 US equally weighted stocks with a minimum of USD 10 billion of market capitalization and with uninterrupted and continuously increasing dividend payments over the last 10 years. Our rule-based criteria for selecting the most promising companies are applied during the quarterly rebalancing process (end of March, June, September, and December).

This Lapis equity Analysis is suitable for investors who are seeking a reliable income stream and wish to participate in the performance of the large cap US companies with a proven dividend track record over decades. America is the world’s largest national economy. Thanks to its mixed economic environment, know-how, large market, stability, innovation and high productivity affirms the US as the most important and constant growth economies during the last century.

Analysis facts

Weighting Method Rebalancing Frequency Calculation Frequency Calculation Currency Launch Date Initial Price Nav Last Update cancel
Equal weighted Quarterly: end of March, June, September, December Daily USD 01.01.2000 USD 100.- 814.73 29.12.2023

Analysis facts

PERFORMANCE

empty 2013 2014 2015 2016 2017 cancel
Analysis 26.45% 17.76% -2.78% 18.48% 19.41%
Benchmark 32.37% 13.67% 1.37% 11.95% 21.82%
2018 2019 2020 2021 2022
Analysis -4.18% 31.19% 5.08% 27.19% 2.73%
Benchmark -4.39% 31.47% 18.39% 28.68% -18.13%
YTD 1 Yr 3 Yr avg since inception avg
Analysis 8.83% 8.83% 12.83% 9.12%
Benchmark 26.26% 26.26% 10.23% 7.07%

PERFORMANCE

empty Analysis Benchmark cancel
2013 26.45% 32.37%
2014 17.76% 13.67%
2015 -2.78% 1.37%
2016 18.48% 11.95%
2017 19.41% 21.82%
2018 -4.18% -4.39%
2019 31.19% 31.47%
2020 5.08% 18.39%
2021 27.19% 28.68%
2022 2.73% -18.13%
YTD 8.83% 26.26%
1 Yr 8.83% 26.26%
3 Yr avg 12.83% 10.23%
since inception avg 9.12% 7.07%

Constituents

Sector Breakdown

Market Cap Breakdown

RATIOS

RATIOS