ESG
ESG US Top 50 Dividend Yield
The LAPIS ESG US Top 50 Dividend Yield Analysis is composed of 50 US companies, selected from companies with an ESG rating of at least BB (scale CCC to AAA) from an internationally recognised, independent ESG rating provider (source: Bloomberg). All companies in our equally weighted equity analysis have a market capitalisation greater than USD 10 billion and have paid uninterrupted dividends over the last 10 years.
Analysis facts
Transparent rules and disciplined signals that guide allocation through changing markets.
Asset class
EquityRegion
ESGCurrency
USDLaunch Date
01/01/2000Rebalancing
Semi-annually: end of March and SeptemberCalculation
DailyNAV
1'305.73As of
30/10/2026Chart performance
Jan 1, 2025
Jan 1, 2026
201220132014201520162017201820192020202120222023202420252026
1'4001'1679337004672330
JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
LAPISBenchmark
Performance
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD | 1 Yr | 3 Yr avg | avg since 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAPIS | 18.48% | 19.41% | -4.18% | 31.19% | 5.08% | 27.19% | 2.73% | 8.83% | 18.32% | 8.04% | 24.34% | 29.06% | 23.83% | 10.05% |
| Benchmark | 11.95% | 21.82% | -4.39% | 31.47% | 18.39% | 28.68% | -18.13% | 26.29% | 25.02% | 17.88% | 11.77% | 12.11% | 23.40% | 8.30% |
Constituents
Market cap breakdown
- Market cap
- > 300 bn10.00%
- 200 - 300 bn12.00%
- 100 - 200 bn28.00%
- 50 - 100 bn30.00%
- 10 - 50 bn20.00%
Sector breakdown
- Sector
- Financials22.00%
- Health Care18.00%
- Consumer Staples14.00%
- Consumer Discretionary12.00%
- Real Estate8.00%
- Energy6.00%
- Industrials6.00%
- Others14.00%