Labor Day Review of the Aristocrats – Which Companies Have Beaten the S&P 500 So Far This Year?

Since there were no dividend announcements from either the Aristocrats or High Yield Aristocrats this week, I figured now would be a good time to review how these 54 stocks have done over the last 8 months.

The Year-to-Date Performance of the S&P Dividend Aristocrats.

The Year-to-Date Performance as of August 30, 2014 of the S&P Dividend Aristocrats.

The returns of the individual Aristocrats have ranged from +24.23% for real estate investment trust HCP, Inc. (HCP), to -11.41% for thermal and fluid management company Pentair (PNR).  In comparison, the S&P 500 (using the SPY exchange traded fund as a surrogate) has returned 9.68%.  Overall, 19 of the 54 Aristocrats beat the return of the S&P 500 benchmark index.  These 19 companies, with their year-to-date gains and current yields, are:

HCP, Inc. (HCP), +24.23%, current yield: 5.03%

Family Dollar (FDO), +24.06%, current yield: 1.55%

Brown-Forman (BF-B), +23.43%, current yield: 1.51%

Air Products & Chemicals (APD), +20.67%, current yield: 2.31%

The Sherwin-Williams Company (SHW), +19.83%, current yield: 1.01%

Archer Daniels Midland (ADM), +16.74%, current yield: 1.93%

Johnson & Johnson (JNJ), +15.64%, current yield: 2.70%

Leggett & Platt (LEG), +15.50%, current yield: 3.42%

Stanley, Black & Decker (SWK), +14.73%, current yield: 2.27%

Hormel Foods (HRL), +13.63%, current yield: 1.58%

PepsiCo (PEP), +13.14%, current yield: 2.83%

Medtronic (MDT), +12.29%, current yield: 1.91%

Abbott Laboratories (ABT), +12.07%, current yield: 2.08%

Sigma-Aldrich (SIAL), +11.41%, current yield: 0.88%

Cardinal Health (CAH), +11.35%, current yield: 1.86%

CR Bard (BCR), +11.33%, current yield: 0.59%

Dover Corporation (DOV), +11.16%, current yield: 1.71%

Cintas (CTAS), +10.99%, current yield: 1.16%

Ecolab (ECL), +10.68%, current yield: 0.96%

The SPY currently yields 1.84%.

If you want to see this information for all 54 Dividend Aristocrats, I’ve pulled performance and current yield information from finviz.com and assembled it into an Excel file.  It’s available here:

Download “Dividend Aristocrat Performance_30Aug2014”

If you found this information useful, let me know by leaving a comment.  Have a great holiday weekend!