THEMATIC
Dividend Aristocrats Linear Compounders

LINEARDA

Index Performance

+4.61%
LINEARDA
+4.45%
SPY

Overview

Description

Some dividend aristocrats are also linear compounders. Here's the complete list * linearity is measured as R-squared ** returns do not include dividends

  • TickerLINEARDA
  • Inception Date09/11/2022
  • WeightingEqual
  • # of holdings25
What's inside?

Holdings

All holdings as of May 3, 2024
CSV download
NextEra Energy, Inc. (NEE)4.69%$144.10B26.35%43.11%9.16
McCormick & Co., Inc. (MKC)4.48%$20.26B2.38%37.31%3.41
PepsiCo, Inc. (PEP)4.33%$242.17B2.28%55.00%2.99
Cintas Corp. (CTAS)4.32%$68.39B9.87%47.68%7.16
Hormel Foods Corp. (HRL)4.14%$19.26B0.87%17.63%1.59
Dover Corp. (DOV)4.10%$24.60B0.72%36.83%3.29
Procter & Gamble Co. (PG)4.10%$388.15B0.63%51.20%5.08
Church & Dwight Co., Inc. (CHD)4.09%$25.95B5.14%43.65%4.67
Ecolab, Inc. (ECL)4.05%$64.97B5.05%43.32%4.78
S&P Global, Inc. (SPGI)4.04%$133.04B10.47%59.70%11.56
Air Products & Chemicals, Inc. (APD)4.04%$54.66B-8.42%32.06%5.51
Automatic Data Processing, Inc. (ADP)4.04%$99.00B6.62%51.44%5.45
Walmart, Inc. (WMT)3.98%$482.14B6.03%24.38%0.78
Brown & Brown, Inc. (BRO)3.95%$23.82B12.72%95.71%6.08
T. Rowe Price Group, Inc. (TROW)3.94%$24.90B13.83%82.17%3.92
McDonald's Corp. (MCD)3.89%$194.90B4.60%54.14%N/A
Expeditors International of Washington, Inc. (EXPD)3.86%$16.54B-45.52%15.89%1.95
Lowe's Companies, Inc. (LOW)3.81%$132.82B-11.01%31.41%1.93
Roper Technologies, Inc. (ROP)3.81%$55.36B14.36%70.27%10.65
West Pharmaceutical Services, Inc. (WST)3.79%$26.59B-2.88%33.27%9.94
W.W. Grainger, Inc. (GWW)3.77%$45.73B3.52%39.39%3.16
The Sherwin-Williams Co. (SHW)3.74%$78.93B-1.38%47.16%4.41
Illinois Tool Works Inc. (ITW)3.69%$72.79B-1.14%45.38%5.47
Abbott Laboratories (ABT)3.69%$184.23B2.23%50.40%5.13
Linde Plc (LIN)3.65%$203.63B-1.14%36.23%7.40
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