"The WisdomTree US LargeCap Dividend Fund has been doing exactly that since June 2006, sending monthly distributions through the 2008 financial crisis, the 2020 COVID collapse, and the 2022 rate-shock drawdown without missing a single one."
"The result is a portfolio that gives more weight to companies actually writing larger checks, not just the ones with the biggest valuations."
"A retiree who invested $500,000 in this fund at age 60 would be collecting roughly $1,042 per month at the current yield, and if dividends grow modestly at 5% annually, that same investment would be generating closer to $3,300 per month by age 85."
The WisdomTree US LargeCap Dividend Fund has maintained monthly distributions since June 2006, even during financial crises. It prioritizes dividend payments over market cap, resulting in a portfolio weighted towards companies that pay larger dividends. The fund has a trailing yield of 1.86% and an expense ratio of 0.28%. A retiree investing $500,000 could receive approximately $1,042 monthly, potentially increasing to $3,300 by age 85 with a 5% annual growth in dividends. The WisdomTree US SmallCap Dividend Fund follows a similar strategy for small-cap companies.
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