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DHS：一只不一样的高股息基金

📅 2024年5月21日 9:00 PM

想要收入和资本增值的投资者，常常会关注高股息基金。而WisdomTree美国高股息基金（DHS）就是一个不错的选择。DHS是一只旨在跟踪WisdomTree美国高股息指数表现的ETF，为投资者提供高股息收益率的美国公司股票曝光。自2006年首次上市以来，这只基金因其较高的股息收益率和多元化的持仓而受到欢迎。

💼 持仓情况

DHS拥有一个非常多元化的投资组合，重点关注股息收益率。没有任何单一持仓超过6.96%。从持仓的角度来看，都是一些拥有强大股息支付历史的蓝筹公司。

持仓详情👇

DHS：一只不一样的高股息基金 — Engage

前十大持仓占总基金的38%，并不过于集中。

📊 行业组成和权重

DHS在行业分布上非常广泛，倾向于那些历史上以慷慨股息著称的行业。金融业占基金的近25%，能源业占近19%。这使得基金自然更偏向价值型。我个人也看好公用事业行业，占近15%。这是一个被忽视的行业，长期来看有很大的机会。

行业分布👇

DHS：一只不一样的高股息基金 — Engage

该基金的股息收益率稳定在略低于4%的水平，预计在没有重大经济衰退导致广泛股息削减的情况下，将保持这一水平。

🆚 同类基金比较

从同类基金比较的角度来看，我们不仅需要看收益率，还要关注总回报。与其他高股息基金如Vanguard高股息收益ETF（VYM）和iShares精选股息ETF（DVY）相比，DHS的总回报表现不如它们。

比较图表👇

DHS：一只不一样的高股息基金 — Engage

DHS的表现差异主要归因于行业配置及其在本周期的表现。金融业一直表现不佳，拖累了DHS的回报。而VYM的金融业敞口较少，且公用事业行业权重较小，这些行业的表现更好。DVY则有不同的配置，公用事业是其权重最大的行业之一，而能源行业权重较小，这也帮助了DVY相对DHS的表现。

🌟 投资高股息基金的优缺点

优点：

稳定的现金流：高股息基金提供了今天的现金流，对于退休人士或其他寻求被动收入的人来说，非常重要和可靠。

风险分散：高股息基金通常持有财务健康的公司，提供一定的安全性。

广泛的行业分布：如DHS这样的ETF，通过跨行业和公司分散投资，降低了风险。

缺点：

对利率敏感：高股息基金对利率变化更为敏感，利率上升时，股息支付股票相对于固定收益证券的吸引力可能下降。

资本增值较低：股息支付股票的增长通常不如不支付股息的股票，限制了长期资本收益。

✨ 结论

总的来说，WisdomTree美国高股息基金是一个不错的选择，可以获得一些美国上市优质高股息公司的曝光。DHS在能源、医疗、消费必需品、电信和公用事业等多个行业都有所分布。如果你看好前三大行业的配置，DHS是一个值得考虑的选择。

 

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By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.

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