Dividend Leaders Index

Cash-returning staples with multi-decade payout records.

DIVLDEqual weightConservativeRebalanced quarterly4 holdings

Sample data. Price history on this build is generated from a seeded model, not a live feed, so levels and returns are illustrative. Constituents, weights, index maths and fee logic are real.

Performance

Level

109.48

+9.48%

over 6M

Rebased to 100 on Jan 2, 2026

Risk and return

Volatility13.5%Annualised

Max drawdown-15.8%Peak to trough

Return / risk0.68Excess over 4.2% cash

Blended yield3.00%Weighted dividend

Return over risk is computed against a 4.2% risk-free rate. Below zero means the index has not paid for the volatility it carried in this window.

Composition

4Holdings

Staples75.0%
Healthcare25.0%

ConcentratedTop weight 25.0% · behaves like 4.0 equal names

Constituents

KOCoca-Cola
+1.8pt25.0%
PGProcter & Gamble
+0.5pt25.0%
JNJJohnson & Johnson
−0.8pt25.0%
PEPPepsiCo
−1.4pt25.0%

The rule

Equal weight

Every constituent carries the same target weight. Simple, and it stops one mega-cap from quietly becoming the whole index.

Thesis

Four consumer and healthcare businesses with long, uninterrupted dividend histories and demand that does not track the technology cycle. Held as the defensive counterweight to the growth indexes rather than as a total-return engine.

Rebalance: Quarterly
Inception: Jan 2, 2026

What an allocation buys

Allocation$10,000.00

Fractional stock-token positions this allocation opens
Ticker	Weight	Price	Units	Value
KO	25.0%	$71.60	34.9162	$2,500.00
PG	25.0%	$156.30	15.9949	$2,500.00
JNJ	25.0%	$172.80	14.4676	$2,500.00
PEP	25.0%	$148.90	16.7898	$2,500.00

Units are fractional by design — stock tokens are ERC-20s with 18 decimals, so weights resolve exactly at any allocation size rather than being rounded to whole shares.