Sector Dividend Tracker

Our investment team has analyzed the dividend increases and cuts by sector of the Russell 1000 Value Index and have discovered some notable changes in some bellwether sectors.

Scatterplot: S&P 600 Sectors

The sectors with the lowest volatility in the past 10 years were Consumer Staples and Utilities. The highest volatility sectors were Energy and Consumer Discretionary.

Repositioning for Slower Growth

Double exposure of city and financial graph chart, network and world map on blurred building background, Elements of this image furnished by NASA.

Sector allocation can play an important role in investor outcomes when growth is slowing. Looking back to 1989, you will see that certain sectors exhibited greater resilience than others, not only when profits decelerated in general, but throughout recent US recessions

Scatterplot: S&P 500 Sectors

Stock market background design

Comparing 10-year return and risk data for the 11 sectors in the S&P 500, several observations can be made.

Research Report: OEURX – O’Shares Europe Quality Dividend Index

Index constituents are comprised of 50 European Large Cap companies with the highest quality as measured by O’Shares’ rules-based methodology emphasizing profitability, dividend growth & coverage, debt, and volatility.

Research Report: OUSMX – O’Shares U.S. Small-Cap Quality Dividend Index

Index constituents are comprised of roughly 100 U.S. Small-Cap companies with the highest quality as measured by O’Shares’ rules-based methodology emphasizing profitability, dividend growth & coverage, debt, and volatility.

Research Report: OUSAX – O’Shares U.S. Quality Dividend Index

Index constituents are comprised of the 100 U.S. Large Cap companies with the highest quality as measured by O’Shares’ rules-based methodology emphasizing profitability, dividend growth & coverage, debt, and volatility.

Research Report: OGIGX – O’Shares Global Internet Giants

Index constituents are comprised of global internet and e-commerce companies with strong revenue growth, balance sheets, and profitability. Index aims to provide exposure to technology megatrends including Cloud Services, E-Commerce, Digital Advertising, and Social Media.

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You are now leaving the O’Shares Investments website. By clicking, you acknowledge that you are someone authorized to undertake investment activities relating to the Exchange Traded Funds (ETFs). In addition, you understand that O’Shares Investments is not making any financial promotion or carrying out any regulated activity of said products. The following landing page may contain information concerning investments, products or other information. O’Shares Investments is not responsible for the accuracy or completeness of information on non-affiliated websites.
The material available on non-affiliated websites has been produced by entities that are not affiliated with O’Shares Investments. Descriptions of references to, or links to products or publications within any non-affiliated linked websites does not imply endorsement of that product or publication by O’Shares Investments. Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of O’Shares Investments, which is not responsible for any inaccuracies or errors.
You are now leaving the O’Shares Investments website. By clicking, you acknowledge that you are someone authorized to undertake investment activities relating to the Exchange Traded Funds (ETFs). In addition, you understand that O’Shares Investments is not making any financial promotion or carrying out any regulated activity of said products. The following landing page may contain information concerning investments, products or other information. O’Shares Investments is not responsible for the accuracy or completeness of information on non-affiliated websites.
The material available on non-affiliated websites has been produced by entities that are not affiliated with O’Shares Investments. Descriptions of references to, or links to products or publications within any non-affiliated linked websites does not imply endorsement of that product or publication by O’Shares Investments. Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of O’Shares Investments, which is not responsible for any inaccuracies or errors.