The Tiny $1.3b High Yield ETF That Retirees Should Consider Now | DHS

"The WisdomTree U.S. High Dividend Fund ( NYSEARCA:DHS) offers retirees monthly income and capital appreciation. With $1.3 billion in assets and a 3.46% yield, this ETF holds diversified high-dividend U.S. equities. The fund's defensive tilt (41% in consumer staples, healthcare, and utilities) provides stability, while its 0.38% expense ratio keeps costs low. DHS delivers monthly distributions, attractive for retirees managing cash flow. Over the past year, the fund combined its 3.46% yield with 14.15% price appreciation for approximately 17.6% total return."

"Exxon Mobil ( NYSE:XOM) (4.91% of portfolio) demonstrates exceptional dividend safety. The company's $3.96 annual dividend represents just 58% of its $6.88 EPS - and only 30% of its $55 billion operating cash flow. Exxon generated $33.7 billion in net income during 2024 while paying $16.7 billion in dividends, leaving substantial room for growth. The company's fortress balance sheet makes its 3.27% yield highly reliable, even during commodity price volatility."

DHS is a $1.3 billion ETF yielding 3.46% that invests in diversified high-dividend U.S. equities and pays monthly distributions. The fund holds a defensive sector tilt, with 41% in consumer staples, healthcare, and utilities, and charges a 0.38% expense ratio. DHS produced roughly 17.6% total return over the past year by combining a 3.46% yield with 14.15% price appreciation. The top three holdings—AbbVie, Exxon Mobil, and Altria—make up 14.5% of the portfolio. AbbVie shows payout strain from the Humira cliff but stronger operating cash flow coverage. Exxon displays robust dividend safety and ample cash flow. Altria offers the highest yield at 7.06% but carries elevated risk.

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