US dividend-aristocrat companies
This fund holds US companies that have raised their dividend payments for many years in a row. It is a way to get income from steady American businesses rather than fast-growing tech names. Dividends are paid to you every quarter.
Returns shown in USD (your base currency). Past performance is not a reliable guide to future results.
- 20-plus years of dividend increases required
- Low fee for the category
- Quarterly income payments
- US-only, no diversification abroad
- Distributing only, no reinvest class
- Tilts away from big tech growth
About this fund
The fund tracks the S&P High Yield Dividend Aristocrats index, made up of US companies in the S&P Composite 1500 that have increased dividends for at least 20 consecutive years. It holds about 155 stocks weighted toward dividend yield. Income is distributed quarterly.
Available on Interactive Brokers
Low-cost access to US dividend-aristocrat companies and 10,000+ funds worldwide.
Frequently asked questions
Is UDVD.L accumulating or distributing?
SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist) (UDVD.L) is a distributing ETF, so it pays its dividends out to you as cash, usually a few times a year. If you would rather have dividends reinvested automatically, look for an accumulating share class of the same index.
What is the annual fee (TER) for UDVD.L?
UDVD.L has a total expense ratio (TER) of 0.35% per year. On a $10,000 holding that is roughly $35 a year, charged inside the fund rather than billed to you separately. A lower fee leaves more of the return compounding for you over time.
Can I buy UDVD.L on Interactive Brokers?
Yes. UDVD.L trades on LSE, USD and is available to investors worldwide through Interactive Brokers (IBKR). IBKR is the most popular way to buy UCITS ETFs because of its low FX conversion cost (around 0.03%) and low trading commissions.
What does UDVD.L invest in?
SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist) (UDVD.L) tracks the S&P High Yield Dividend Aristocrats. This fund holds US companies that have raised their dividend payments for many years in a row. You buy one fund and get the whole basket in a single trade.
Is UDVD.L a UCITS ETF, and where is it domiciled?
Yes, UDVD.L is a UCITS ETF domiciled in Ireland. For non-US investors, Irish-domiciled UCITS ETFs are usually preferred over US-domiciled ones: US dividend withholding tax is 15% under the tax treaty (versus 30% on US-domiciled funds for many non-US investors), and the holdings sit outside US estate tax.
How risky is UDVD.L?
On the TickerCompare 1 to 5 scale, UDVD.L is rated medium risk (3/5), based on how much its price has moved historically. Higher-risk funds can fall further in a downturn, so match the choice to your time horizon and how much volatility you can stomach.