3 Dividend ETFs with 25% Upside Over the Next Year, According to Wall Street Analysts

Key Points

The market rotation into value and non-tech has opened the doors for bigger returns from dividend stocks.

These three dividend ETFs all have higher tech exposure, which is what's driving analyst estimates at the moment.

Looking at analyst estimates for the funds' individual holdings, these dividend ETFs have some of the highest share price growth targets over the next year.

• 10 stocks we like better than Capital Group Dividend Value ETF ›

Dividend stocks are making a comeback in 2026 thanks to the market rotation that favors value and defensive stocks. After years of underperformance during the artificial intelligence (AI) boom, a lot of these stocks and the ETFs that invest in them have some intriguing upside potential.

The ETFs with the highest potential returns over the next 12 months, according to Wall Street analyst estimates, offer a mix of strategies and sector exposures. The ETF Action database, which compiles these forecasts for each of the fund's individual holdings, suggests that dividend growth and a mix of tech & cyclical themes provide the biggest upside over the next year.

Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »

Here are three dividend ETFs that, according to these analyst price estimates, could see their share prices rise by at least 25%.

ProShares S&P Technology Dividend Aristocrats ETF

The ProShares S&P Technology Dividend Aristocrats ETF (NYSEMKT: TDV) invests in U.S. technology and tech-related companies that have paid and grown their dividends for at least seven consecutive years (the term Dividend Aristocrats® is a registered trademark of Standard & Poor's Financial Services LLC).

It's not surprising that analysts think highly of the tech sector right now. But this is far from your traditional tech ETF. Top holdings here include Avnet, Cognex, and Power Integrations. You'd have to go further down the list to find names like Apple, Applied Materials, Cisco Systems, and Texas Instruments. This is a tech ETF with a lower growth & volatility profile.

Capital Group Dividend Value ETF

The Capital Group Dividend Value ETF (NYSEMKT: CGDV) aims to deliver a yield that exceeds the S&P 500 by focusing on companies that pay dividends or have the potential to do so.

This is one of the more aggressive dividend ETFs you'll find due to its heavy tech tilt. That sector accounts for 30% of the portfolio and has Microsoft and Nvidia as the fund's two top holdings. Its mandate to produce a yield above the S&P 500's is a low bar to clear. And its ability to invest in companies with the potential to pay dividends means it casts a very wide net. The Capital Group Dividend Value ETF isn't really a dividend ETF in the truest sense, but it is a portfolio with plenty of upside.

WisdomTree U.S. Quality Dividend Growth ETF

The WisdomTree U.S. Quality Dividend Growth ETF (NASDAQ: DGRW) tracks an index of U.S. dividend-paying, large-cap companies with strong growth characteristics.

You might begin noticing a theme here. This ETF also has nearly 30% of its portfolio invested in tech. But its focus on quality metrics, such as forward-looking earnings estimates and return on equity (ROE), provides a differentiator. The dual screen on quality and dividend growth makes for an ideal long-term holding, even though it's the short-term upside potential that's so attractive.

Three dividend ETFs with 25%-plus upside potential

| Metric | TDV | CGDV | DGRW | |---|---|---|---| | Strategy | Technology dividend growers | Active U.S. stocks with above-average yield | Dividend growers with a quality screen | | No. of Holdings | 38 | 53 | 198 | | Expense ratio | 0.45% | 0.33% | 0.28% | | Dividend yield | 1.1% | 1.3% | 1.3% | | Top sectors | Technology (81%), financials (10%) | Technology (30%), industrials (15%) | Technology (29%), healthcare (14%) | | Analyst upside | +26% | +27% | +25% |

Tech exposure is driving the estimated upside in these three dividend ETFs. Normally, that would concern me, especially given how far tech has run over the past few years. But valuations have come down, and earnings growth estimates remain high.

These ETFs might not be as defensive as more traditional dividend ETFs, but the case for high upside is justified.

Should you buy stock in Capital Group Dividend Value ETF right now?

Before you buy stock in Capital Group Dividend Value ETF, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Capital Group Dividend Value ETF wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $550,348! Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,127,467!

Now, it’s worth noting Stock Advisor’s total average return is 959% — a market-crushing outperformance compared to 191% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.

**Stock Advisor returns as of April 10, 2026. *

David Dierking has positions in Apple. The Motley Fool has positions in and recommends Apple, Applied Materials, Cisco Systems, Cognex, Microsoft, Nvidia, and Texas Instruments and is short shares of Apple. The Motley Fool has a disclosure policy.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.