"EDIV solves a specific portfolio problem: capturing dividend income from emerging markets without concentrated country or sector risk. The fund tracks the S&P Emerging Markets Dividend Opportunities Index, holding over 100 stocks across South Africa, Brazil, Taiwan, Malaysia, and the Middle East. No single holding exceeds 4% of assets. The return engine is straightforward. Companies generate cash and distribute it as dividends."
"Over the past decade, EDIV delivered 144% total returns, outperforming the iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) by 29 percentage points. The five-year comparison is even more striking, with EDIV up 76% versus EEM's 27%. However, 2025 showed a reversal. EEM surged 39% while EDIV gained 17%. This gap reflects EDIV's value-oriented approach. When emerging markets rally on growth expectations, dividend-focused strategies tend to lag. The question for 2026 is whether income stability or price appreciation will matter more to investors."
EDIV yields 4.5% and targets dividend income from emerging markets by tracking the S&P Emerging Markets Dividend Opportunities Index. The fund holds over 100 stocks across South Africa, Brazil, Taiwan, Malaysia, and the Middle East, with no single holding exceeding 4% of assets. Financials and telecommunications drive most distributions; EDIV paid $1.84 per share in 2025, a 32% increase year-over-year. Over the past decade EDIV returned 144%, outperforming EEM by 29 percentage points, though 2025 saw EEM rise 39% versus EDIV's 17%. The fund carries a 0.49% expense ratio, emerging-market risks, and a 90% turnover rate.
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