Tuesday, August 03, 2010

Dividend Payers Achieve Strong Performance Through July

The dividend payers in the S&P 500 Index continue to generate strong performance through the month of July. On a year to date basis the payers are outperforming the non-payers 4.53% to 1.46%, respectively. For the 12-month period the payers are outperforming both the non-payers and the S&P 500 Index.

The payer/non-payer performance is calculated on an average basis while the S&P returns in the below table are on a weighted basis. As noted in an earlier post, equal weighted holdings in the S&P Index have outperformed the market cap weighted holdings. This seems to be playing out with the dividend payers as well.

From The Blog of HORAN Capital Advisors

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