5 Dividend Funds Thriving in 2026
JULY 16, 2026

5 Dividend Funds Thriving in 2026

In the first half of 2026, dividend-oriented strategies outperformed the S&P 500, marking a significant turnaround for equity-income investors. This shift was driven by a decline in tech stocks and a rise in small-cap and value stocks, with the Russell 2000 Index soaring 22.6%. Notably, the WisdomTree US Small-Cap Dividend ETF...

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Which Stock Funds Provide Inflation-Beating Yields?
MAY 15, 2026

Which Stock Funds Provide Inflation-Beating Yields?

Equity-income funds are struggling to balance dividend yields and capital appreciation, often falling short of inflation rates. For instance, the Vanguard 500 Index yielded only 1.6% as of December 2025, below the 2.4% inflation rate. However, the Schwab U.S. Dividend Equity ETF stands out, offering a 4.6% yield, outperforming...

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