Lapis Esg Analytics
ESG US Top 50 Dividend Yield
The LAPIS ESG US Top 50 Dividend Yield Analysis is composed of 50 US stocks, with leading ESG qualities. All companies in our equally weighted equity Analysis have a market capitalization greater than USD 10 and have paid uninterrupted and continuously increasing dividend payments over the last 10 years.
Analysis facts
Transparent rules and disciplined signals that guide allocation through changing markets.
Asset class
EquityRegion
Lapis Esg AnalyticsCurrency
USDLaunch Date
01/01/2000Rebalancing
Semi-annually: end of March and SeptemberCalculation
DailyNAV
1'141.83Chart 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% | 8.76% | 14.82% | 15.98% | 9.72% |
| Benchmark | 11.95% | 21.82% | -4.39% | 31.47% | 18.39% | 28.68% | -18.13% | 26.29% | 25.02% | 17.88% | -4.33% | 17.80% | 18.30% | 7.85% |
Constituents
Country breakdown
- Country
- > 300 bn12.00%
- 200 - 300 bn10.00%
- 100 - 200 bn24.00%
- 50 - 100 bn28.00%
- 10 - 50 bn26.00%
Sector breakdown
- Sector
- Financials22.00%
- Health Care14.00%
- Consumer Staples14.00%
- Real Estate10.00%
- Energy10.00%
- Consumer Discretionary8.00%
- Information Technology6.00%
- Others16.00%
