Our Solutions for Today's Economy

Finding Alternative Income

Investors are discovering a myriad of options to supplement fixed income yields in their portfolios as interest rates rise with inflation.

Solution Details

Research

ALPS Sector Dividend Dogs ETF (SDOG)

Fund Objective: Seeks investment results that replicate as closely as possible, before fees and expenses, the performance of the S-Network® Sector Dividend Dogs Index (SDOGX).

The strategy provides an annual reconstitution of the five highest yielding securities in each of the 10 sectors (Ex Real Estate) of the S&P 500.

High Dividend Yield Relative to the US Large Cap Dividend Indices

Simple yield screen ensures that the portfolio will add securities whose yield has increased and remove those securities whose yield has fallen relative to the sector average.

‘Dogs Theory’

Screen generally results in adding securities whose prices have significantly trailed the average return for their respective sector. ‘Dogs Theory’ suggests that these companies may be closer to the bottom of their business cycle and are likely to see their price appreciate faster relative to their lower yielding peers.

Diversification

Isolating screen on a sector-by-sector basis ensures portfolio will have equal sector allocation rather than creating a selection bias to higher yielding sectors.

Alerian MLP ETF (AMLP)

Fund Objective: Seeks investment results that correspond generally to the price and yield performance of its underlying index, the Alerian MLP Infrastructure Index (AMZI).

Exposure to midstream MLPs with no K-1.

AMLP also solves for investors seeking an energy transition solution.

Alerian Energy Infrastructure ETF (ENFR)

Fund Objective: Seeks investment results that correspond generally to the price and yield performance of its underlying index, the Alerian Midstream Energy Select Index (AMEI).

Diversified exposure to energy infrastructure companies, including US and Canadian midstream corporations and MLPs, with no K-1.

ENFR also solves for investors seeking an energy transition solution.