Retirees and Income Investors Get Paid Monthly, Plus 20% Gains With This ETF

Core Insights - The AAM S&P 500 High Dividend Value ETF (SPDV) has returned 20.2% over the past year, outperforming the SPDR S&P 500 ETF Trust (SPY) which returned 15.5% [1] - SPDV focuses on high-yield companies, generating income through dividend-paying stocks and providing monthly distributions [1] Fund Performance - SPDV's largest holding is Newmont Corp at 3.48%, with a conservative payout ratio of 14.8%, ensuring stability in dividend payments [1] - The fund's monthly distributions have increased from $0.085 in early 2023 to $0.10 in January 2026, indicating improving cash flow from its holdings [1] Holdings Analysis - Halliburton, representing 2.57% of the portfolio, offers a 1.94% yield with a payout ratio of 45.3%, suggesting sustainability during downturns in the energy sector [1] - CVS Health, making up 2.45% of the portfolio, has raised concerns regarding dividend sustainability due to a 43.2% year-over-year decline in quarterly earnings [1]