EDIV: Getting Paid To Wait For An Emerging Market Cycle Change

seekingalpha04-02

SPDR® S&P Emerging Markets Dividend ETF focuses on high dividend-yielding stocks in emerging markets.The EDIV ETF's portfolio is sector-diverse, with significant allocations to financials, technology,...

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AYOTOGRAPHY Broad-based emerging market funds have been brutal investments for well over a decade. International diversification, to put it simply, has been disastrous given China's market behavior and U.S. large-cap tech dominance globally. Now, of course, just because that's been the case in the past doesn't mean it will continue to be so in the future. Perhaps emerging markets finally do work and add legitimate value to a portfolio. If you're of that mindset, you might as well get paid waiting for that cycle turn to come your way by focusing on emerging market dividends. That's where the SPDR® S&P Emerging Markets Dividend ETF (NYSEARCA:EDIV) comes into play. EDIV is an investment fund that seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P® Emerging Markets Dividend Opportunities Index (the “Index”). The ETF was launched on February 23, 2011, and primarily focuses on 100 emerging market stocks that have passed stability and dividend growth screens. The index it tracks is weighted based on trailing 12-month dividend yield, with certain diversification requirements. Detailed Examination of EDIV's Holdings EDIV's approach to selection and weighting of holdings is based on a multi-pronged screening process. The stocks included have to meet certain criteria related to profitability, dividend growth, dividend coverage, and dividend yield. Holdings include: NTPC Limited: NTPC Limited stands as a pivotal entity within India's public sector, primarily focused on electricity production and associated endeavors. As India's preeminent power corporation, NTPC boasts a commanding position in the nation's electricity generation arena. Power Grid Corporation of India Limited: The state-run Power Grid Corporation of India Limited specializes in the critical task of electric power transmission. It operates a vast network that forms the backbone of India's interstate and inter-regional electricity distribution infrastructure. Hero MotoCorp Limited: Hero MotoCorp Limited, headquartered in India, is synonymous with the creation of motorcycles and scooters. The company has ascended to the peak of global manufacturing for two-wheelers, judged by the sheer volume of units dispatched. Getac Holdings Corporation: Hailing from Taiwan, Getac Holdings Corporation carves its niche in the technology market with the design, production, and commercialization of robust portable computing devices. Quanta Computer Incorporated: Quanta Computer Incorporated emerges from Taiwan as a formidable force in the notebook computer domain, along with a spectrum of other electronic innovations. Its expansive reach and prominent position in the notebook industry are indicators of its significant influence on the global stage. Sector Composition and Weightings EDIV's portfolio composition is sector-diverse, with significant allocations to various sectors. Financials make up the largest allocation, followed by Technology and Utilities. I like the Utilities weighting here for whatever it's worth. It makes the fund a bit more of a diversifier compared to many other equity funds.   ssga.com Country-allocation wise, Taiwan and China dominate, making up about 50% of the fund. India comes in second.   ssga.com Peer Comparison While EDIV has its unique features and advantages, it is beneficial to compare it with similar ETFs in the market. The following are some of the prominent ones:  WisdomTree Emerging Markets High Dividend Fund (DEM): This ETF tracks the WisdomTree Emerging Markets High Dividend Index, focusing on the highest dividend-yielding stocks in emerging markets. iShares Emerging Markets Dividend ETF (DVYE): DVYE tracks the Dow Jones Emerging Markets Select Dividend Index and invests in high dividend-yielding companies in emerging markets. Schwab Fundamental Emerging Markets Large Co. Index ETF (FNDE): This ETF tracks the Russell RAFI Emerging Markets Large Company Index. It uses a fundamental index methodology, selecting companies based on adjusted sales, retained operating cash flow, and dividends plus buybacks.  EDIV total return has outperformed them all.   stockcharts.com Pros and Cons of Investing in EDIV's Theme Investing in EDIV comes with its own set of benefits and risks, primarily due to the ETF's focus on emerging markets and dividend-yielding stocks. Pros: High Dividend Yield: EDIV focuses on high dividend-yielding stocks, making it an attractive investment for income-seeking investors.   ycharts.com  Diversification: With its investment spread across various countries and sectors, EDIV offers a high level of diversification. Exposure to Emerging Markets: EDIV provides investors with exposure to emerging markets, which often offer higher growth potential compared to developed markets.  Cons:  Geopolitical Risks: A significant portion of EDIV's portfolio is invested in Taiwan and China, exposing it to the geopolitical and regulatory risks associated with these regions. Currency Risk: Being invested in international markets, EDIV is subject to currency risk, where changes in currency exchange rates can affect the fund's value. Market Volatility: Emerging markets can be more volatile and less liquid than developed markets, leading to potential price fluctuations.  Conclusion: To Invest or Not to Invest? Investing in the SPDR® S&P Emerging Markets Dividend ETF can serve as a robust strategy for investors seeking diversification and exposure to emerging markets. The ETF's focus on high dividend-yielding stocks makes it an attractive proposition for income-seeking investors. However, potential investors must be mindful of the inherent risks, including geopolitical uncertainties and currency fluctuations.  SPDR® S&P Emerging Markets Dividend ETF is a fund that at least pays you to wait for the cycle to come for emerging markets. Good fund for what it does in my view, and worth considering.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2424797725"}