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Foundational Income

Tiers 1 & 2. Dividend growth and capital preservation.

This category highlights dividend ETFs aligned to the foundational income risk profile. Use it to compare yields, risk tiers, and NAV stability within a focused segment.

How To Use This List

  • Start with risk tier alignment, then compare yields.
  • Click a ticker to open the full audit and NAV analysis.
  • Use comparisons to validate similar funds side-by-side.
Total Funds: 315

VALE

Vale S.A.

Tier 2
Annual Yield
31.43%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

IDV

iShares International Select Dividend

Tier 2
Annual Yield
30.7%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BHP

BHP Group Limited

Tier 2
Annual Yield
26.28%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

IDOG

ALPS International Sector Dividend Dogs

Tier 2
Annual Yield
25.48%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

RIO

Rio Tinto Group

Tier 2
Annual Yield
24.52%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

AMLP

Alerian MLP

Tier 2
Annual Yield
22.18%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

GLPI

Gaming and Leisure Properties Inc.

Tier 2
Annual Yield
22.01%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

UVV

Universal Corporation

Tier 2
Annual Yield
21.88%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NWG

NatWest Group plc

Tier 2
Annual Yield
20.4%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CPB

Campbell Soup Company

Tier 2
Annual Yield
20.1%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

GIS

General Mills Inc.

Tier 2
Annual Yield
18.48%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PFE

Pfizer Inc

Tier 2
Annual Yield
18.07%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CAIQ

Calamos Nasdaq Autocallable Income ETF

Tier 2
Annual Yield
17.94%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

OHI

Omega Healthcare Investors Inc.

Tier 2
Annual Yield
17.59%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

AMCR

Amcor plc

Tier 2
Annual Yield
17.28%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

LYG

Lloyds Banking Group plc

Tier 2
Annual Yield
16.58%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DWX

SPDR S&P International Dividend

Tier 2
Annual Yield
16.56%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CLX

Clorox Company

Tier 2
Annual Yield
16.12%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

WPC

W. P. Carey Inc.

Tier 2
Annual Yield
15.96%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SUN

Sunoco L.P.

Tier 2
Annual Yield
15.9%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CMCSA

Comcast Corporation

Tier 2
Annual Yield
15.71%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CUBE

CubeSmart

Tier 2
Annual Yield
15.57%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

IP

International Paper Company

Tier 2
Annual Yield
14.92%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

EIX

Edison International

Tier 2
Annual Yield
14.91%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ING

ING Groep N.V.

Tier 2
Annual Yield
14.78%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NHI

National Health Investors Inc.

Tier 2
Annual Yield
14.65%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

KMB

Kimberly-Clark Corp.

Tier 2
Annual Yield
14.63%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

HRL

Hormel Foods Corp.

Tier 2
Annual Yield
14.6%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

VYMI

Vanguard International High Dividend Yield

Tier 2
Annual Yield
14.49%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DOW

Dow Inc.

Tier 2
Annual Yield
14.27%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BP

BP p.l.c.

Tier 2
Annual Yield
14.24%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

KIM

Kimco Realty Corporation

Tier 2
Annual Yield
14.24%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

TAP

Molson Coors Beverage Company

Tier 2
Annual Yield
14.22%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CAIE

Calamos US Equity Autocallable Income ETF

Tier 2
Annual Yield
13.97%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BCS

Barclays PLC

Tier 2
Annual Yield
13.91%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MAA

Mid-America Apartment Communities Inc.

Tier 2
Annual Yield
13.9%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PRU

Prudential Financial Inc.

Tier 2
Annual Yield
13.77%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

TROW

T. Rowe Price Group Inc.

Tier 2
Annual Yield
13.57%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

KVUE

Kenvue Inc.

Tier 2
Annual Yield
13.45%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

EXR

Extra Space Storage Inc.

Tier 2
Annual Yield
13.37%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SPYD

SPDR Portfolio S&P 500 High Dividend

Tier 2
Annual Yield
13.1%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PEP

PepsiCo Inc

Tier 2
Annual Yield
12.9%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

LNC

Lincoln National Corporation

Tier 2
Annual Yield
12.86%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NKE

NIKE Inc.

Tier 2
Annual Yield
12.81%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

EQR

Equity Residential

Tier 2
Annual Yield
12.65%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BXP

Boston Properties Inc.

Tier 2
Annual Yield
12.37%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

D

Dominion Energy Inc.

Tier 2
Annual Yield
12.17%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

TFC

Truist Financial Corporation

Tier 2
Annual Yield
12.08%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NWN

Northwest Natural Holding Company

Tier 2
Annual Yield
12.03%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MLPX

Global X MLP & Energy Infrastructure

Tier 2
Annual Yield
12.01%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CGDG

Capital Group Dividend Growers ETF

Tier 2
Annual Yield
11.98%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

FE

FirstEnergy Corp.

Tier 2
Annual Yield
11.93%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

RF

Regions Financial Corporation

Tier 2
Annual Yield
11.83%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BEN

Franklin Resources Inc.

Tier 2
Annual Yield
11.65%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

FRT

Federal Realty Investment Trust

Tier 2
Annual Yield
11.62%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ENFR

Alerian Energy Infrastructure ETF

Tier 2
Annual Yield
11.6%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

EXC

Exelon Corporation

Tier 2
Annual Yield
11.55%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BKH

Black Hills Corporation

Tier 2
Annual Yield
11.52%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ACN

Accenture plc

Tier 2
Annual Yield
11.51%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CPT

Camden Property Trust

Tier 2
Annual Yield
11.49%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

AVB

AvalonBay Communities Inc.

Tier 2
Annual Yield
11.45%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ESS

Essex Property Trust Inc.

Tier 2
Annual Yield
10.9%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

GSK

GSK plc

Tier 2
Annual Yield
10.87%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

HBAN

Huntington Bancshares Incorporated

Tier 2
Annual Yield
10.84%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DUK

Duke Energy Corporation

Tier 2
Annual Yield
10.83%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

WEC

WEC Energy Group Inc.

Tier 2
Annual Yield
10.79%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SJM

J.M. Smucker Company

Tier 2
Annual Yield
10.66%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BNS

Bank of Nova Scotia

Tier 2
Annual Yield
10.63%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MKC

McCormick & Company Inc.

Tier 2
Annual Yield
10.58%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BF-B

Brown-Forman Corporation

Tier 2
Annual Yield
10.37%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SO

Southern Company

Tier 2
Annual Yield
10.35%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CVX

Chevron Corp

Tier 2
Annual Yield
10.24%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SHEL

Shell plc

Tier 2
Annual Yield
10.09%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MDT

Medtronic plc

Tier 2
Annual Yield
10.06%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

FTS

Fortis Inc.

Tier 2
Annual Yield
10.01%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CMS

CMS Energy Corporation

Tier 2
Annual Yield
9.99%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ED

Consolidated Edison Inc.

Tier 2
Annual Yield
9.93%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

UL

Unilever PLC

Tier 2
Annual Yield
9.93%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

FDVV

Fidelity High Dividend ETF

Tier 2
Annual Yield
9.92%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DTE

DTE Energy Company

Tier 2
Annual Yield
9.87%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PNC

PNC Financial Services Group Inc.

Tier 2
Annual Yield
9.86%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

USB

US Bancorp

Tier 2
Annual Yield
9.78%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MDLZ

Mondelez International Inc.

Tier 2
Annual Yield
9.75%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

UBSI

United Bankshares Inc.

Tier 2
Annual Yield
9.67%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

STZ

Constellation Brands Inc.

Tier 2
Annual Yield
9.57%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SRE

Sempra Energy

Tier 2
Annual Yield
9.33%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DVY

iShares Select Dividend

Tier 2
Annual Yield
9.3%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

GPC

Genuine Parts Company

Tier 2
Annual Yield
9.24%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

AEP

American Electric Power Company

Tier 2
Annual Yield
9.16%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

KDP

Keurig Dr Pepper Inc.

Tier 2
Annual Yield
9.09%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SCHD

Schwab US Dividend Equity

Tier 2
Annual Yield
8.97%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NEE

NextEra Energy Inc.

Tier 2
Annual Yield
8.96%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PG

Procter & Gamble

Tier 2
Annual Yield
8.94%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

XEL

Xcel Energy Inc.

Tier 2
Annual Yield
8.81%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MCD

McDonald's Corp

Tier 2
Annual Yield
8.73%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DIS

Walt Disney Company

Tier 2
Annual Yield
8.72%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

HD

Home Depot

Tier 2
Annual Yield
8.71%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NI

NiSource Inc.

Tier 2
Annual Yield
8.7%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

IBM

International Business Machines

Tier 2
Annual Yield
8.63%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

EMLP

First Trust North American Energy Infrastructure

Tier 2
Annual Yield
8.62%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DVN

Devon Energy Corporation

Tier 2
Annual Yield
8.56%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

EOG

EOG Resources Inc.

Tier 2
Annual Yield
8.47%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

TGT

Target Corp

Tier 2
Annual Yield
8.47%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

FITB

Fifth Third Bancorp

Tier 2
Annual Yield
8.4%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BMO

Bank of Montreal

Tier 2
Annual Yield
8.33%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CVS

CVS Health Corporation

Tier 2
Annual Yield
8.18%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NFG

National Fuel Gas Company

Tier 2
Annual Yield
8.14%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CWT

California Water Service Group

Tier 2
Annual Yield
8.04%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

TD

Toronto-Dominion Bank

Tier 2
Annual Yield
8.02%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MRK

Merck & Co., Inc.

Tier 2
Annual Yield
8%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ADP

Automatic Data Processing Inc.

Tier 2
Annual Yield
7.99%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ABBV

AbbVie Inc

Tier 2
Annual Yield
7.93%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PPG

PPG Industries Inc.

Tier 2
Annual Yield
7.89%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

LMT

Lockheed Martin

Tier 2
Annual Yield
7.88%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MGEE

MGE Energy Inc.

Tier 2
Annual Yield
7.88%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

XLE

State Street Energy Select Sector SPDR ETF

Tier 2
Annual Yield
7.84%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CFG

Citizens Financial Group Inc.

Tier 2
Annual Yield
7.79%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

XOM

Exxon Mobil Corp

Tier 2
Annual Yield
7.75%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

KO

Coca-Cola Co

Tier 2
Annual Yield
7.74%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PKG

Packaging Corporation of America

Tier 2
Annual Yield
7.7%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

AIG

American International Group Inc.

Tier 2
Annual Yield
7.67%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CM

Canadian Imperial Bank of Commerce

Tier 2
Annual Yield
7.64%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

XLU

State Street Utilities Select Sector SPDR ETF

Tier 2
Annual Yield
7.63%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

GILD

Gilead Sciences Inc.

Tier 2
Annual Yield
7.52%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

COP

ConocoPhillips

Tier 2
Annual Yield
7.51%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MTB

M&T Bank Corporation

Tier 2
Annual Yield
7.51%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SCL

Stepan Company

Tier 2
Annual Yield
7.47%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SDY

SPDR S&P Dividend

Tier 2
Annual Yield
7.47%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DPZ

Domino's Pizza Inc.

Tier 2
Annual Yield
7.47%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MSEX

Middlesex Water Company

Tier 2
Annual Yield
7.42%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

AWR

American States Water Company

Tier 2
Annual Yield
7.4%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NEA

Nuveen AMT-Free Quality Municipal Income Fund

Tier 2
Annual Yield
7.39%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ADM

Archer-Daniels-Midland Company

Tier 2
Annual Yield
7.38%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MET

MetLife Inc.

Tier 2
Annual Yield
7.29%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

VYM

Vanguard High Div Yield

Tier 2
Annual Yield
7.27%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CNP

CenterPoint Energy Inc.

Tier 2
Annual Yield
7.26%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

LOW

Lowe's Companies

Tier 2
Annual Yield
7.26%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ABM

ABM Industries Incorporated

Tier 2
Annual Yield
7.23%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MPW

Medical Properties Trust Inc.

Tier 2
Annual Yield
7.17%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ATO

Atmos Energy Corporation

Tier 2
Annual Yield
7.16%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ETR

Entergy Corporation

Tier 2
Annual Yield
7.16%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

AOS

A.O. Smith Corporation

Tier 2
Annual Yield
7.14%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SBUX

Starbucks Corporation

Tier 2
Annual Yield
7.12%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

APD

Air Products and Chemicals Inc.

Tier 2
Annual Yield
7.05%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CL

Colgate-Palmolive Co.

Tier 2
Annual Yield
6.99%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

AMGN

Amgen Inc.

Tier 2
Annual Yield
6.92%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ERIE

Erie Indemnity Company

Tier 2
Annual Yield
6.86%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

VTR

Ventas Inc.

Tier 2
Annual Yield
6.76%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PGF

Invesco Financial Preferred ETF

Tier 2
Annual Yield
6.68%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

WFC

Wells Fargo

Tier 2
Annual Yield
6.67%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PGX

Invesco Preferred

Tier 2
Annual Yield
6.63%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

FANG

Diamondback Energy Inc.

Tier 2
Annual Yield
6.63%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

TXN

Texas Instruments Incorporated

Tier 2
Annual Yield
6.59%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BKLN

Invesco Senior Loan ETF

Tier 2
Annual Yield
6.58%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ITW

Illinois Tool Works Inc.

Tier 2
Annual Yield
6.56%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

QCOM

QUALCOMM Incorporated

Tier 2
Annual Yield
6.54%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PSK

SPDR ICE Preferred Securities

Tier 2
Annual Yield
6.54%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

VIGI

Vanguard International Dividend Appreciation

Tier 2
Annual Yield
6.54%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

UNM

Unum Group

Tier 2
Annual Yield
6.53%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ABT

Abbott Laboratories

Tier 2
Annual Yield
6.48%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DIV

Global X SuperDividend U.S.

Tier 2
Annual Yield
6.43%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

Tier 2
Annual Yield
6.43%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MS

Morgan Stanley

Tier 2
Annual Yield
6.34%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

FAST

Fastenal Company

Tier 2
Annual Yield
6.34%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CINF

Cincinnati Financial Corporation

Tier 2
Annual Yield
6.29%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NOBL

ProShares S&P 500 Dividend Aristocrats

Tier 2
Annual Yield
6.27%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

AFL

Aflac Incorporated

Tier 2
Annual Yield
6.25%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

EPR

EPR Properties

Tier 2
Annual Yield
6.2%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SLB

Schlumberger Limited

Tier 2
Annual Yield
6.16%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BAC

Bank of America

Tier 2
Annual Yield
6.13%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

KBE

State Street SPDR S&P Bank ETF

Tier 2
Annual Yield
6.06%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

FPE

First Trust Preferred Securities & Income

Tier 2
Annual Yield
6.05%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

IDVO

Amplify International Enhanced Dividend Income ETF

Tier 2
Annual Yield
6.01%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

FTSL

First Trust Senior Loan Fund

Tier 2
Annual Yield
6%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PSX

Phillips 66

Tier 2
Annual Yield
5.97%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

KBWB

Invesco KBW Bank ETF

Tier 2
Annual Yield
5.92%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

UNP

Union Pacific

Tier 2
Annual Yield
5.88%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

RPM

RPM International Inc.

Tier 2
Annual Yield
5.87%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

JNJ

Johnson & Johnson

Tier 2
Annual Yield
5.84%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

C

Citigroup Inc

Tier 2
Annual Yield
5.84%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PFF

iShares Preferred and Income Securities

Tier 2
Annual Yield
5.81%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

GS

Goldman Sachs

Tier 2
Annual Yield
5.78%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NOC

Northrop Grumman

Tier 2
Annual Yield
5.76%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

JPIE

JPMorgan Income ETF

Tier 2
Annual Yield
5.73%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CBSH

Commerce Bancshares Inc.

Tier 2
Annual Yield
5.65%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

HSBC

HSBC Holdings plc

Tier 2
Annual Yield
5.6%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MMM

3M Company

Tier 2
Annual Yield
5.55%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DEO

Diageo plc

Tier 2
Annual Yield
5.54%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

LTC

LTC Properties Inc.

Tier 2
Annual Yield
5.53%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

HAL

Halliburton Company

Tier 2
Annual Yield
5.5%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

FUL

H.B. Fuller Company

Tier 2
Annual Yield
5.48%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PNR

Pentair plc

Tier 2
Annual Yield
5.36%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BOND

PIMCO Active Bond Exchange-Traded Fund

Tier 2
Annual Yield
5.33%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

HIG

Hartford Financial Services Group Inc.

Tier 2
Annual Yield
5.2%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

TRGP

Targa Resources Corp.

Tier 2
Annual Yield
5.17%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

TNC

Tennant Company

Tier 2
Annual Yield
5.17%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DGRO

iShares Core Div Growth

Tier 2
Annual Yield
5.15%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CHRW

C.H. Robinson Worldwide Inc.

Tier 2
Annual Yield
5.12%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CGBL

Capital Group Core Balanced ETF

Tier 2
Annual Yield
5.11%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SPHD

Invesco S&P 500 High Dividend Low Vol

Tier 2
Annual Yield
5.05%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ALL

Allstate Corporation

Tier 2
Annual Yield
4.99%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

JPM

JPMorgan Chase

Tier 2
Annual Yield
4.96%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

JAAA

Janus Henderson AAA CLO ETF

Tier 2
Annual Yield
4.93%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NSC

Norfolk Southern

Tier 2
Annual Yield
4.92%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

VIG

Vanguard Div Appreciation

Tier 2
Annual Yield
4.91%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

TTE

TotalEnergies

Tier 2
Annual Yield
4.89%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

GD

General Dynamics

Tier 2
Annual Yield
4.86%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NRG

NRG Energy Inc.

Tier 2
Annual Yield
4.79%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

UDR

UDR Inc.

Tier 2
Annual Yield
4.78%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CGCP

Capital Group Core Plus Income ETF

Tier 2
Annual Yield
4.77%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

FMCB

Farmers & Merchants Bank of Central California

Tier 2
Annual Yield
4.72%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

FDS

FactSet Research Systems Inc.

Tier 2
Annual Yield
4.61%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

HYD

VanEck High Yield Muni ETF

Tier 2
Annual Yield
4.49%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CSCO

Cisco Systems

Tier 2
Annual Yield
4.44%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

RTX

Raytheon Tech

Tier 2
Annual Yield
4.36%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

EMR

Honeywell Intl

Tier 2
Annual Yield
4.36%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BKR

Baker Hughes Company

Tier 2
Annual Yield
4.35%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ES

Eversource Energy

Tier 2
Annual Yield
4.3%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

HDV

iShares Core High Dividend

Tier 2
Annual Yield
4.29%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

FLOT

iShares Floating Rate Bond ETF

Tier 2
Annual Yield
4.27%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ABNDX

American Funds Bond Fund of Amer A

Tier 2
Annual Yield
4.23%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ORCL

Oracle Corporation

Tier 2
Annual Yield
4.22%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SHYM

BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF

Tier 2
Annual Yield
4.16%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ALB

Albemarle Corporation

Tier 2
Annual Yield
4.14%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NDAQ

Nasdaq Inc.

Tier 2
Annual Yield
4.09%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

EL

Estee Lauder Companies Inc.

Tier 2
Annual Yield
4.04%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

LIN

Linde plc

Tier 2
Annual Yield
4.02%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

HON

Honeywell Intl

Tier 2
Annual Yield
4.01%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

AIBAX

American Funds Interm Bd Fd of Amer A

Tier 2
Annual Yield
3.97%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

TSN

Tyson Foods Inc.

Tier 2
Annual Yield
3.97%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CGCB

Capital Group Core Bond ETF

Tier 2
Annual Yield
3.92%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ROK

Rockwell Automation Inc.

Tier 2
Annual Yield
3.82%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SWK

Stanley Black & Decker Inc.

Tier 2
Annual Yield
3.77%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CHD

Church & Dwight Co., Inc.

Tier 2
Annual Yield
3.75%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

REG

Regency Centers Corporation

Tier 2
Annual Yield
3.68%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BIL

SPDR Bloomberg 1-3 Month T-Bill ETF

Tier 1
Annual Yield
3.67%
Risk Score
2/10
NAV Trend
↗ Growing
View Audit

SGOV

iShares 0-3 Month Treasury Bond ETF

Tier 1
Annual Yield
3.67%
Risk Score
2/10
NAV Trend
↗ Growing
View Audit

PCG

PG&E Corporation

Tier 2
Annual Yield
3.53%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SCHW

Charles Schwab Corporation

Tier 2
Annual Yield
3.51%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

VTEB

Vanguard Tax-Exempt Bond Index Fund ETF Shares

Tier 2
Annual Yield
3.51%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CB

Chubb Limited

Tier 2
Annual Yield
3.47%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CGDV

Capital Group Dividend Value ETF

Tier 2
Annual Yield
3.44%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MSA

MSA Safety Incorporated

Tier 2
Annual Yield
3.43%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CSX

CSX Corp

Tier 2
Annual Yield
3.4%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PEG

Public Service Enterprise Group Inc.

Tier 2
Annual Yield
3.36%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MUB

iShares National Muni Bond ETF

Tier 2
Annual Yield
3.35%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NDSN

Nordson Corporation

Tier 2
Annual Yield
3.34%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ECL

Ecolab Inc.

Tier 2
Annual Yield
3.33%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

AXP

American Express Company

Tier 2
Annual Yield
3.32%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DOV

Dover Corporation

Tier 2
Annual Yield
3.27%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DHS

WisdomTree US High Dividend

Tier 2
Annual Yield
3.19%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DE

Deere & Co

Tier 2
Annual Yield
3.16%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PPL

PPL Corporation

Tier 2
Annual Yield
3.13%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CTAS

Cintas Corporation

Tier 2
Annual Yield
3.11%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MPC

Marathon Petroleum Corporation

Tier 2
Annual Yield
3.09%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

GRC

Gorman-Rupp Company

Tier 2
Annual Yield
3.03%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DIVG

Invesco Dividend Growth

Tier 2
Annual Yield
3.02%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

HUM

Humana Inc.

Tier 2
Annual Yield
2.89%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SHW

Sherwin-Williams Company

Tier 2
Annual Yield
2.88%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NVS

Novartis AG

Tier 2
Annual Yield
2.82%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ROP

Roper Technologies Inc.

Tier 2
Annual Yield
2.8%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

WMT

Walmart Inc

Tier 2
Annual Yield
2.78%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BRO

Brown & Brown Inc.

Tier 2
Annual Yield
2.77%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BDX

Becton, Dickinson and Company

Tier 2
Annual Yield
2.71%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

AEE

Ameren Corporation

Tier 2
Annual Yield
2.65%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

SPGI

S&P Global Inc.

Tier 2
Annual Yield
2.62%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CAH

Cardinal Health Inc.

Tier 2
Annual Yield
2.58%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PBBIX

FundVantage Trust - Polen Upper Tier High Yield Fund

Tier 2
Annual Yield
2.54%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PH

Parker-Hannifin Corporation

Tier 2
Annual Yield
2.49%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

GM

General Motors

Tier 2
Annual Yield
2.46%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NUE

Nucor Corporation

Tier 2
Annual Yield
2.45%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DHR

Danaher Corporation

Tier 2
Annual Yield
2.4%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CAT

Caterpillar Inc

Tier 2
Annual Yield
2.39%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DWGAX

American Funds Developing World Growth and Income Fund

Tier 2
Annual Yield
2.29%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

LNG

Cheniere Energy Inc.

Tier 2
Annual Yield
2.28%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

GWW

W.W. Grainger Inc.

Tier 2
Annual Yield
2.26%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BLK

BlackRock Inc

Tier 2
Annual Yield
2.24%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

UNH

UnitedHealth Group Incorporated

Tier 2
Annual Yield
2.19%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MSFT

Microsoft Corp

Tier 2
Annual Yield
2.19%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CGGO

Capital Group Global Growth Equity ETF

Tier 2
Annual Yield
2.17%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

V

Visa Inc

Tier 2
Annual Yield
2.14%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CI

Cigna Corporation

Tier 2
Annual Yield
2.14%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CME

CME Group Inc.

Tier 2
Annual Yield
2.12%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

RDVY

First Trust Rising Dividend Achievers ETF

Tier 2
Annual Yield
2.12%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

AVGO

Broadcom Inc

Tier 2
Annual Yield
2.01%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

UBS

UBS Group AG

Tier 2
Annual Yield
1.89%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

COST

Costco Wholesale

Tier 2
Annual Yield
1.88%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

YUM

Yum! Brands Inc.

Tier 2
Annual Yield
1.86%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

VST

Vistra Corp.

Tier 2
Annual Yield
1.85%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ELV

Elevance Health Inc.

Tier 2
Annual Yield
1.85%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MA

Mastercard Inc

Tier 2
Annual Yield
1.82%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CVRT

Calamos Convertible Equity Alternative ETF

Tier 2
Annual Yield
1.7%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

AME

AMETEK Inc.

Tier 2
Annual Yield
1.69%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

TRV

Travelers Companies Inc.

Tier 2
Annual Yield
1.48%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

REGN

Regeneron Pharmaceuticals Inc.

Tier 2
Annual Yield
1.36%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

ICE

Intercontinental Exchange Inc.

Tier 2
Annual Yield
1.34%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

VLO

Valero Energy Corporation

Tier 2
Annual Yield
1.29%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

INTC

Cisco Systems

Tier 2
Annual Yield
1.13%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

AZN

AstraZeneca PLC

Tier 2
Annual Yield
1.1%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

META

Meta Platforms, Inc.

Tier 2
Annual Yield
1.04%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

CRM

Salesforce Inc.

Tier 2
Annual Yield
1.02%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

AAPL

Apple Inc

Tier 2
Annual Yield
1.01%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

EXPD

Expeditors International

Tier 2
Annual Yield
0.99%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

TMO

Thermo Fisher Scientific Inc.

Tier 2
Annual Yield
0.99%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

TR

Tootsie Roll Industries Inc.

Tier 2
Annual Yield
0.91%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

WST

West Pharmaceutical Services Inc.

Tier 2
Annual Yield
0.77%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

DGRW

WisdomTree US Dividend Growth

Tier 2
Annual Yield
0.66%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PBKIX

Fundvantage Trust - Polen Floating Rate Income ETF

Tier 2
Annual Yield
0.53%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BBP

British Petroleum

Tier 2
Annual Yield
0.36%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

PLTM

GraniteShares Platinum Trust

Tier 2
Annual Yield
0%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

LANC

Lancaster Colony Corporation

Tier 2
Annual Yield
0%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

MNST

Monster Beverage Corporation

Tier 2
Annual Yield
0%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

BAR

GraniteShares Gold Trust

Tier 2
Annual Yield
0%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

NBIL

GraniteShares Ultra Short Income ETF

Tier 1
Annual Yield
0%
Risk Score
2/10
NAV Trend
↗ Growing
View Audit

VRTX

Vertex Pharmaceuticals Incorporated

Tier 2
Annual Yield
0%
Risk Score
4/10
NAV Trend
↗ Growing
View Audit

About Foundational Income

Foundational Income represents the bedrock of a sustainable dividend portfolio. These assets (Tiers 1 & 2) prioritize capital preservation and dividend growth over varying timelines.

Why Focus on Dividend Growth?

While their current yields (typically 2-4%) may seem modest compared to high-yield alternatives, Tier 2 assets like SCHD or VIG are designed to combat inflation. By increasing their payouts annually, they protect your purchasing power spanning decades.

  • Lower Volatility: These funds typically experience smaller drawdowns during market corrections.
  • Tax Efficiency: Many pay qualified dividends, taxed at lower long-term capital gains rates.
  • Compounding Engine: Reinvesting dividends from these stable growers is the surest path to long-term wealth.