The Dividend Aristocrats are a select group of currently 57 S&P 500 stocks with 25+ years of consecutive dividend increases. These 57 are large, US companies that have historically provided (slightly) better performance and (slightly) lower volatility than the S&P 500 as a whole.

The idea of the Defensive Dividend Aristocrats is to invest in a selecting of 10 Dividend Aristocrats that are comfortable holdings for a long-term dividend portfolio.

The Defensive Aristocrats are selected on performance-based criteria:

  • Geometric Annual performance of the last 10 years
  • Win-ratio, the chance of a positive monthly performance
  • Loss-ratio, the chance of a monthly loss  multiplied by the weighted average loss
Monthly Returns 2018

Download the performance PDF: defensive-aristocrats-per-year

Defensive Aristocrats performance ($)

  • Defensive Aristocrats
  • NOBL

Over the period January 2014 – end December 2018, the CAGR of the defensive Aristocrats was 11.15%, outperforming the dividend aristocrats (NOBL) with 2.46%.

An initial invested amount of $ 10,000 would have been $16,968 by end of 2018. A major difference with a investment in the Dividend Aristocrats etf(NOBL), $15,167.32

Performance (5) per year

  • Defensive Aristocrats
  • NOBL