Year-End Rally: Both U.S. and International REITs Stand Out
12/30/2010 0 comments
Risky assets including stocks, REITs and commodities have inched up practically every day in the past week (see weekly returns here). U.S. REITs (IYR) recovered from a dip and now backed on the second spot among dividend ETFs. International REITs (RWX) firmly retained its top position.
Here is the annualized yield table for the dividend stock ETFs that MyPlanIQ tracks.
| ETF Name | Symbol | Annual Yield |
|---|---|---|
| SPDR DJ Wilshire Intl Real Estate | RWX | 8.43% |
| iShares Dow Jones US Real Estate | IYR | 3.54% |
| SPDR S&P 500 | SPY | 1.42% |
| PowerShares HighYield Dividend Achievers | PEY | 3.94% |
| PowerShares Intl Dividend Achievers | PID | 2.77% |
| Vanguard High Dividend Yield Indx | VYM | 2.58% |
| iShares MSCI Emerging Markets Index | EEM | 0.77% |
| Vanguard Dividend Appreciation | VIG | 1.99% |
| iShares Dow Jones Select Dividend Index | DVY | 3.4% |
| iShares Dow Jones Intl Select Div Idx | IDV | 3.96% |
| SPDR S&P Dividend | SDY | 2.61% |
| iShares MSCI EAFE Index | EFA | 0.93% |
| First Trust Value Line Dividend Index | FVD | 2.68% |
| iShares S&P U.S. Preferred Stock Index | PFF | 7.39% |
From the above table, it is interesting to note that both the top and bottom ETFs (RWX and PFF) have the highest dividend yields. It is also telling to note that U.S. dividend stock ETFs are ranked lower than the broad base stock index (SPY), again illustrating a risk appetite rather than quality or dividend driven (however, one should take note that the difference is not that significant).
| Assets Class | Symbols | 12/29
Trend Score | 12/22
Trend Score | Direction |
|---|---|---|---|---|
| SPDR DJ Wilshire Intl Real Estate | RWX | 13.5% | 11.62% | ^ |
| iShares Dow Jones US Real Estate | IYR | 10.75% | 8.43% | ^ |
| SPDR S&P 500 | SPY | 10.45% | 9.81% | ^ |
| PowerShares HighYield Dividend Achievers | PEY | 10.44% | 10.95% | v |
| PowerShares Intl Dividend Achievers | PID | 9.84% | 7.45% | ^ |
| Vanguard High Dividend Yield Indx | VYM | 9.83% | 9.06% | ^ |
| iShares MSCI Emerging Markets Index | EEM | 9.75% | 8.33% | ^ |
| Vanguard Dividend Appreciation | VIG | 9.46% | 9.3% | ^ |
| iShares Dow Jones Select Dividend Index | DVY | 9.16% | 8.6% | ^ |
| iShares Dow Jones Intl Select Div Idx | IDV | 8.86% | 6.6% | ^ |
| SPDR S&P Dividend | SDY | 7.94% | 7.98% | v |
| iShares MSCI EAFE Index | EFA | 7.9% | 6.01% | ^ |
| First Trust Value Line Dividend Index | FVD | 7.75% | 7.43% | ^ |
| iShares S&P U.S. Preferred Stock Index | PFF | 3.63% | 3.36% | ^ |
click to enlarge images
To summarize, REITs as a group delivered stellar returns in 2010 and dividend stock ETFs continued to do well. Preferred stocks started to recover a bit, though still being a laggard.
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