Why would it mean that? Could it not mean that after they removed all of the financial stocks from the portfolio, the dividend earnings have dropped?
I invested in DOO because I was looking for foreign holding to balance my portfolio, and EEM was way to wide in its holdings. I also was looking for a higher rate of dividend payments than EEM provides.
DOO is currently beating the EEM and SPY (three month chart)and I am happy about that, but don't understand the level of dividend payout.