5Mon·

Doubts about which ETF

Hello everyone,

I am uncertain about two ETFs that I own: $TDIV (-0.87%) and $ISPA (-1.23%) . There are quite a few overlapping companies in both.

I am considering converting $TDIV (-0.87%) to $ISPA (-1.23%) and also buying more of$ISPA (-1.23%) in the near future since the purchase price is lower and the yield is higher.

Am I missing something?

7 Comments

beardonfire@beardonfire

5Mon

Use the benchmark. I don’t know how to insert image, but return from November 2016:
Tdiv - 54 %
Ispa - 12%

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Peter@Gelegenheidsbelegger

5Mon

@beardonfire thanks!

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Golden Boy@randomdude

5Mon

For an all-world dividend portfolio, I would consider the following mix:
- 30% $GGRP,
- 30% $FGEQ,
- 30% $TDIV,
- 10% $DGSD.
Yes there are overlaps and you should rebalance annually. But you get solid distributions every month (~3% dividend yield) and still good share price growth.
$ISPA is a low performer.

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Peter@Gelegenheidsbelegger

5Mon

@randomdude thanks for the insight, clear! Gonna start converting tomorrow 👌🏼

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Sven@sven21

5Mon

@randomdude Can you perhaps explain why the $ISPA is a low performer? Is it because of the strong US weight or in the financial sector. I am very happy with the quarterly dividends so far, but I am also open to good suggestions :)

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Golden Boy@randomdude

5Mon

The statement refers to the chart trend, which is shown at extraetf with reinvested distributions:
https://extraetf.com/de/etf-comparison?products=DE000A0F5UH1-etf,IE00BYXVGZ48-etf
Why do you give up so much yield? This is what happens when an index is based solely on the dividend amount of the companies and not on other quality criteria.

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Aktien365@Aktien365

5Mon

I could not decide so I took both for a better personal feeling although it is overlapping.

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