Dividend Aristocrats vs S&P 500 index performance for 20 years
u/Guy_PCS ·
Reddit — r/stocks
· May 03, 2026 at 19:30
· ⬆ 29 pts
· 💬 16 comments
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Over the 20-year period since its launch in May 2005, the S&P 500 Dividend Aristocrats Index has historically outperformed the standard S&P 500 with lower volatility.
Annualized Returns: The Dividend Aristocrats Index posted an annualized return of 10.23% over its first 20 live years, aligning closely with but slightly edging out the broader benchmark's performance in many long-term windows.
Risk & Volatility:The Aristocrats Index typically exhibits lower annualized volatility (\~14.34%) compared to the S&P 500. It has historically captured roughly 91% of market gains but only 80% of market losses, providing superior downside protection during bear markets.
Dividend Performance:The average dividend yield for Aristocrats is approximately 2.54%, notably higher than the S&P 500's average of 1.89%. The index has achieved an annualized dividend growth rate of 8.1%, significantly outpacing inflation.