Swas - Ceta Research (Page 22)

Rising dividend yield CAGR by exchange from 2000 to 2025. India leads at 13.54%, followed by US at 9.56% and Germany at 9.23%. Seven of sixteen exchanges beat the S&P 500 benchmark of 7.85%.

dividend investing

Rising Dividend Yield Across 16 Exchanges: India Wins, Japan Surprises, Small Markets Struggle

We ran the same rising dividend yield screen on 16 global exchanges from 2000 to 2025. India produced 13.54% CAGR with the lowest drawdown. Seven exchanges beat SPY. The signal works where dividend growth is a deliberate management decision.

Growth of $10,000 invested in Rising Dividend Yield on XETRA vs DAX from 2000 to 2025.

dividend investing

Rising Dividend Yield on German Stocks: 9.23% CAGR With Zero Cash Periods on XETRA

Rising dividend yield on XETRA returned 9.23% annually from 2000 to 2025 with zero cash periods, +4.19% annual alpha vs the DAX. Germany's industrial economy consistently produced dividend growers across all 25 years.

Growth of $10,000 invested in Rising Dividend Yield on Indian exchanges vs S&P 500 from 2000 to 2025.

dividend investing

Rising Dividend Yield on Indian Stocks: 13.54% CAGR With a -11.71% Max Drawdown

Rising dividend yield on NSE returned 13.54% annually from 2000 to 2025 with a -11.71% max drawdown, +1.48% excess vs Sensex. The best risk-adjusted returns of any market we tested. Returns in INR.

Growth of $10,000 invested in Rising Dividend Yield on JPX vs Nikkei 225 from 2000 to 2025. Returns in JPY.

dividend investing

Rising Dividend Yield on Japanese Stocks: Best Risk-Adjusted Returns of Any Market

Japan produced the highest Sharpe (0.411) and Sortino (0.992) of any market we tested the rising yield strategy on. 8.38% CAGR, +5.07% annual alpha vs Nikkei 225, with explosive individual years but deep drawdowns and early cash periods.

Growth of $10,000 invested in Rising Dividend Yield on LSE vs FTSE 100 from 2000 to 2025. Returns in GBP.

dividend investing

Rising Dividend Yield on UK Stocks: +5.63% Annual Alpha vs FTSE 100 on LSE

Rising dividend yield on LSE: 6.86% CAGR, +5.63% annual alpha vs FTSE 100. The strategy works as a UK stock selector. Sharpe of 0.149 and -49.27% max drawdown are the honest costs.

Growth of $10,000 invested in Rising Dividend Yield US strategy vs S&P 500 from 2000 to 2025.

dividend investing

Rising Dividend Yield: Separating Compounders from Value Traps on 25 Years of US Data

We screened for stocks with 3 consecutive years of rising dividend yield driven by dividend growth, then backtested on all US exchanges from 2000 to 2025. 9.56% CAGR, +1.71% alpha, zero cash periods.

Growth of $10,000 invested in Dividend Coverage Australia vs ASX 200 from 2000 to 2025. Coverage grew to $96K.

dividend investing

Dividend Coverage on Australian Stocks: Franking Credits and Cash Flow Screening

We screened ASX-listed stocks for FCF-backed dividends. 9.36% CAGR over 25 years with +5.47% alpha vs ASX 200 price return. Australia's franking credits create strong dividend culture.

Growth of $10,000 invested in Dividend Coverage Canada vs TSX Composite from 2000 to 2025. Coverage grew to $121K.

dividend investing

Dividend Coverage on Canadian Stocks: Low Volatility Alpha on the TSX

We screened TSX-listed stocks for FCF-backed dividends. 10.59% CAGR over 25 years with the lowest volatility (16.83%) of any exchange we tested. Just -11% in 2008 vs -27% for the broad market.

Growth of $10,000 invested in Dividend Coverage Germany (XETRA) vs S&P 500 from 2000 to 2025.

dividend investing

Dividend Coverage on German Stocks: 12.52% CAGR, 7.48% Annual Alpha vs DAX

Dividend coverage on XETRA: 12.52% CAGR over 25 years, 7.48% annual alpha vs the DAX. Best Sharpe ratio (0.496) of any exchange tested. Zero cash periods across 25 rebalances.

Growth of $10,000 invested in Dividend Coverage India (NSE) vs Sensex from 2000 to 2025. Coverage grew to $539K, Sensex to $172K. Returns in INR.

dividend investing

Dividend Coverage on Indian Stocks: 17.29% CAGR Over 25 Years of NSE Data

We screened NSE-listed Indian stocks for companies whose free cash flow covers dividend payments. 17.29% CAGR over 25 years vs 12.06% for the Sensex. The 2008 crisis year returned +39.4% vs Sensex +7.3%.

Growth of $10,000 invested in Dividend Coverage Japan vs Nikkei 225 from 2000 to 2025. Coverage grew to $64K, Nikkei to $43K.

dividend investing

Dividend Coverage on Japanese Stocks: Strong vs Local Benchmark, Weak vs Global

We screened JPX-listed stocks for FCF-backed dividends. 7.71% CAGR over 25 years, +4.40% alpha vs Nikkei 225 price return. But vs S&P 500 total return, essentially matched. The comparison matters.

Growth of $10,000 invested in Dividend Coverage Sweden vs OMX30 from 2000 to 2025. Coverage grew to $134K.

dividend investing

Dividend Coverage on Swedish Stocks: Best Risk-Adjusted Returns in Our Global Test

We screened Stockholm-listed stocks for FCF-backed dividends. 10.91% CAGR over 25 years with a 0.485 Sharpe ratio, among the highest risk-adjusted returns of any exchange we tested. Just -3.1% in 2008.