TBG: Potent Dividend Strategy, Yet Liquidity And Returns Weigh On The Rating

  • TBG is a 2.87% yielding actively managed dividend ETF with a concentrated portfolio of just 34 companies. TBG Dividend Focus ETF has a potent strategy, as it has beaten a few peers since its inception, though it has lagged the market. The Fund has a value tilt and excellent quality, but low-fee passively managed SCHD looks stronger, with higher weighted average ROA and dividend growth rates.