The Dividend Detective: How AI Is Spotting Yield Where Others Miss It

+the EDOG ETF & Several GenAI Jobs of Interest

June 01, 2025

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Welcome back to AI in Investment Research & Finance, your weekly briefing on how smart Artificial Intelligence (AI) prompts can uncover sharper, more actionable market insights.

Table of Contents

Last week, we explored how fund marketers and investment writers can use prompts to draft compelling content. In earlier editions, we’ve covered how AI prompts can support research on topics ranging from gold and Bitcoin to market timing, value investing, alternative assets and fixed income. We've also explored AI prompts for exchange-traded fund (ETF) strategies, including the following funds: MOAT, SPLV, JEPI, GLD, and BITO.

This week, the spotlight is on dividends. Traditionally, identifying high-quality dividend stocks or resilient income-focused ETFs required hours of analyzing financial statements and earnings transcripts. Today, well-crafted prompts used with language models (LLMs) make it possible to uncover those opportunities faster and with more precision.

For example, Vanguard’s recent experiments have shown how LLMs can analyze earnings calls to flag companies at risk of cutting dividends, a process that would be nearly impossible to do manually at scale. Meanwhile, platforms like Incite AI and DocsBot help compare fees, sector allocations, and risk metrics across thousands of ETFs. This data-driven approach not only saves time but also helps investors avoid common pitfalls, such as dividend traps or underperforming ETFs.

To help you get started with dividend research and writing, here’s a collection of AI prompt examples. They are designed for content creators, marketers, research analysts and individual investors who want to explore dividend stocks and ETFs with the help of AI. Each prompt is flexible and can be adjusted to fit your goals.

Want to focus on U.S. tech stocks or global ETFs with strong yields? Just adjust the criteria. For best results, provide contact and relevant data on fund performance, strategy or team expertise. Also, at the start of a prompt, assign a job role for the AI-model, such as “Act as an equity analyst researching FTSE 100 dividend shares” or “You are a financial journalist” or “You are a retail US investor,” etc.

If you want the AI-model to search outside sources, tell it to use “Credible resources and provide links.” In addition, specify the output format, such as “Give the names of the top three stocks in a table, along with their dividend yields, betas and year-to-date (YTD) returns.”

📌 Purpose: Finding Dividend Stocks (U.K., set of criteria)

Prompt:

“Find five FTSE 100 and five FTSE 250 companies with a five-year history of increasing dividends, a payout ratio below 60% and a return on equity above 10%.”

📌 Purpose: Finding Dividend Stocks (U.S., technology sector)

Prompt:

“Identify up to 10 U.S.-listed stocks in the technology sector with a dividend yield over 2% and positive free cash flow.”

📌 Purpose: Researching Dividend Yield and Payout Ratio

Prompt:

“Analyze the current dividend yield and payout ratio of [Company Name]. How sustainable is the dividend based on these metrics?”

📌 Purpose: Sentiment Analysis (stock)

Prompt:

“Summarize recent earnings call sentiment for [Company name] regarding dividend sustainability.”

📌 Purpose: Trend Analysis (stock)

Prompt:

“Examine the historical dividend growth rate of [Company Name] over the past 5 years. What trends can be identified, and how does this compare to industry averages?”

📌 Purpose: Sector Comparison (stock)

Prompt:

“Compare a total of 20 U.S-listed dividend-paying stocks in the [Sector 1] and [Sector 1] with market cap of over $50 billion. Which companies offer the best combination of yield, growth, and stability?”

For example, you can compare utilities, consumer staples or real estate, etc.

📌 Purpose: Finding Dividend ETFs (U.S., set of criteria)

Prompt:

“Find up to 20 U.S.-listed ETFs with a yield above 4%, an expense ratio below 0.3% and a history of stable or increasing distributions.”

Purpose: Researching Dividend Aristocrats in the S&P 500

Prompt:

“Identify and analyze the performance of Dividend Aristocrats in the S&P 500 per the past three years. How have these companies maintained their dividends?”

📌 Purpose: Comparing two ETFs

Prompt

“Compare and contrast the top holdings, sector allocations and 3-year performance of the [ABC] and [XYZ] ETFs.”

For example, you can compare and contrast the Vanguard High Dividend Yield ETF (VYM) and the iShares Select Dividend ETF (DVY).

📌 Purpose: Finding Global ETFs

Prompt:

“List 10 U.S.-listed ETFs with exposure to emerging markets that have returned over 5% or more in past 12 months.”

📌 Purpose: ETF Top Holdings Analysis

Prompt:

“Analyze the top ten holdings of [ETF Name]. How do these companies contribute to the ETF's overall dividend yield?”

 📌 Purpose: Market Conditions Impact

Prompt:

“Discuss how current market conditions (e.g., U.S. interest rates, U.S. inflation and global tariff threats) are affecting dividend-focused ETFs like [ETF Name 1] and [ETF Name 2]. What strategies should U.S.-based, income-focused retail investors consider in the next 12 months?”

 📌 Purpose: General Comparative Analysis

Prompt:

“Conduct a comparative analysis of S&P 500 dividend stocks versus dividend-focused and low-cost U.S.-listed ETFs from major issuers or fund management companies, such as Vanguard, Blackrock, Invesco and Fidelity. What are the advantages and disadvantages of either investment asset type for a retail investor with an investing horizon of five years?”

📌 Purpose: General Investment Strategy

Prompt:

“What investment strategies can retail investors employ when focusing on S&P 500 dividend stocks and U.S.-listed, income-focused ETFs? Discuss the importance of diversification and risk management.”

📌 Purpose: 12-month Outlook

Prompt:

“Provide a 12-month outlook for S&P 500 dividend stocks and U.S. listed, income-focused ETFs in the current economic climate. What macro trends as well as risks should investors be aware of?”

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Quick Overview (as of May 31, 2025):
• Current Price: $21.84
• 52-week range: $18.90 to $23.19
• Dividend yield: 6.82%
• Expense ratio: 0.60% per year

Experienced income investors regularly eye dividend strategies that blend yield with global diversification. The ALPS Emerging Sector Dividend Dogs ETF (EDOG) is one such fund, offering exposure to 50 high-dividend stocks across emerging markets (EMs) while spreading risk through an equal-weighted approach.

Launched in March 2014, EDOG tracks the S-Network Emerging Sector Dividend Dogs Index, which selects the top five dividend-paying stocks from 10 of the 11 GICS sectors, excluding real estate. The fund rebalances quarterly and avoids concentration risk by capping individual stock weights at 5%. As of May 31, 2025, the ETF has more than $26 million in assets under management.

Sector-wise, consumer staples lead with a weight of 11.24%, followed by utilities (10.47%) and industrials (10.33%). In terms of country allocation, the Philippines currently tops the list at 10.14%, followed by Malaysia (10.10%), China (9.91%), Thailand (9.43%) and Indonesia (9.42%).

EDOG’s portfolio blends familiar global names with influential regional powerhouses. Standout holdings include Indian tech leaders Infosys (INFY) and Wipro (WIT), Indonesian pharmaceutical firm Kalbe Farma Tbk (KLBF IJ), Philippine food and beverage giant Universal Robina (URC PM) and Brazilian meat producer JBS (JBSS3 BZ). The top 10 holdings represent approximately 28% of the fund’s total assets. So far in 2025, EDOG has delivered a return of almost 5.8%, and close to 1.7% over the past 12 months.

Investors interested in building a diversified income strategy may also consider complementary ETFs such as the Global X SuperDividend U.S. Preferred ETF (SPFF), which targets preferred stocks with high yields, and the WisdomTree Emerging Markets High Dividend Fund (DEM), which focuses on EM value and dividend quality. Pairing EDOG with income-generating strategies from developed markets, like Vanguard High Dividend Yield ETF (VYM), can help balance risk and return across regions.

For those building a global income strategy, here’s a practical AI prompt to explore whether EDOG deserves a place in your portfolio.

“Act as a senior portfolio strategist. Assess whether EDOG enhances income generation and diversification in a global equity portfolio. Include sector and country breakdowns, dividend reliability in emerging markets and a comparative analysis of EDOG versus other dividend ETFs like SPFF, VIGI, DEM, and VYM, using data from May 2025.”

Looking for your next opportunity in AI? Explore these standout roles across industries and locations:

  • 🇬🇧 Quantitative Developer (AI) – BlueCrest Capital Management
    📍 London, England, United Kingdom | Full-Time
    🔗 View Job Posting

  • 🇬🇧 Specialized eFX AI Trading Quant, Vice President – State Street
    📍 London, U.K. | Full-Time
    🔗 View Job Posting

  • 🇺🇸 AI/GenAI Product Owner – BMO Financial Group
    📍 Remote (U.S.) | Full-Time
    🔗 View Job Posting

  • 🇺🇸 AI Researcher – Rogo
    📍 San Francisco, CA, USA | Full-Time
    🔗 View Job Posting

  • 🇺🇸 Senior Manager, AI Innovation & Research – Workday
    📍 Pleasanton, CA, USA | Full-Time
    🔗 View Job Posting

  • 🇺🇸 Senior Manager, Product Manager, Generative AI SDK – Capital One
    📍 San Francisco, CA, USA | Full-Time
    🔗View Job Posting

📩 Feel free to share this list with anyone looking for AI opportunities!

Stay tuned for next week’s edition, where we’ll explore new AI prompts for deeper sector analysis. To ensure our next newsletter lands in your Inbox, please add our email address [email protected] to your contacts.