The 4 Dividend ETFs That Have Beaten The S&P 500 This Year: What’s Their Magic Formula & Can It Continue To Work?

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The fund did benefit from its concentration though. The quintet of Oracle, Broadcom, Microsoft, IBM and Texas Instruments account for about 40% of the portfolio. Four of the five names beat the S&P 500, including Broadcom & Oracle, which have gained 60%+ a piece. The lone underperformer, ironically, is Microsoft.