TIMEFOLIO US Dividend Dow Jones Active ETF Delivers Top Returns Over 1- and 2-Month Periods

Timefolio Asset Management announced on October 2 that the 'TIMEFOLIO US Dividend Dow Jones Active' Exchange Traded Fund (ETF) ranked first in total returns, including monthly dividends, over the past one and two months.

The TIMEFOLIO US Dividend Dow Jones Active ETF recorded a return of 0.8% over one month and 2.7% over two months. This performance is attributed to its active management strategy, which combines leading stocks and dividend stocks, going beyond simple index tracking. The ETF outperformed not only passive ETFs tracking the same index but also volatility-mitigating covered call strategies.

Timefolio Asset Management explained that these results stem from integrating an active management approach with the SCHD philosophy. SCHD constructs its portfolio based on the 'Dow Jones U.S. Dividend 100 Index,' selecting quality dividend stocks that have passed qualitative filters such as a dividend history of over 10 years and dividend growth. Timefolio flexibly adjusts sector and stock weights according to market conditions to maximize both dividends and total returns. The ETF achieved results that offset the structural limitation of covered call SCHD, where upward momentum is restricted due to premium collection.

Kim Namho, Head of ETF Management at Timefolio Asset Management, stated, "By maintaining the quality of dividends while incorporating leading stocks, we are generating not just 'average dividends' but competitive total returns." He added, "The strong performance over the past one to two months is the result of this philosophy," and continued, "Going forward, we will continue to apply agile active management on top of the index's core principles of dividend growth, cash flow, and financial soundness."

This content was produced with the assistance of AI translation services.