A perfect passive income stock: 0.48% payout each month

If you like monthly dividends, you'll love this ETF.

| More on:
Man holding Australian dollar notes, symbolising dividends.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points

  • The BetaShares Dividend Harvester Active ETF aims to maximise passive income through a 'dividend harvesting' strategy, providing monthly dividend distributions.
  • The ETF holds 40-60 ASX dividend stocks that are expected to pay dividends in the next three months, rebalancing quarterly and partially investing in a broad-based ASX 200 ETF for diversification.
  • Despite offering a high dividend yield, HVST's overall returns are lower compared to a simple ASX 200 index fund, making it more suitable for income-focused investors rather than those seeking total return growth.

Passive income stocks are not exactly rare on the ASX. Almost every major blue-chip stock in the ASX 20 pays out a decent dividend. And those that don't, I'm thinking here of CSL Ltd (ASX: CSL), are still growing their dividends at a fast clip.

However, if an investor is looking for a passive income stock that pays out income every single month, that window narrows dramatically. My personal favourite stock that pays a monthly dividend is Plato Income Maximiser Ltd (ASX: PL8), which I've documented here before.

But another passive income stock that could be perfect for investors seeking 12 dividend paycheques every year is the BetaShares Dividend Harvester Active ETF (ASX: HVST).

This exchange-traded fund (ETF) is specifically designed to maximise passive income for its investors. It does so by pursuing a 'divided harvesting' strategy. This involves buying ASX dividend shares for its portfolio that are expected to pay out a dividend within the following three months.

The perfect passive income ETF?

Every three months, the portfolio is rebalanced, with dividend stocks that have already dispensed their passive income swapped out for new entrants. These dividend stocks are selected from within the largest 100 shares on the ASX, and then screened for their dividend potential. Franking credits are taken into account as well.

Aside from holding between 40 and 60 ASX dividend shares at any given point, approximately a quarter of the HVST portfolio is also held within a broad-based ASX 200 ETF. According to the provider, this is done to increase the diversification of the fund as a whole.

If income maximisation is the goal, HVST certainly ticks the box. The next monthly passive income instalment is due tomorrow, as it happens, and will be worth 6.52 cents per unit. It will also come partially franked at 68.1%.

This one monthly dividend distribution is worth a yield of 0.48% alone at the current HVST unit price of $13.45 (at the time of writing). Annualised, that would give this ETF a dividend distribution yield of 5.82% today.

With a yield like that, coming in monthly dividend paycheques, you could certainly see why income investors might regard this as a perfect passive income stock.

What's the catch?

This ETF, whilst arguably perfect for those investors who seek maximum dividend income, might not be for everyone. Its income prowess does seem to come at the cost of overall returns.

To illustrate, HVST delivered a total return (price growth plus dividend distributions) of 11.37% per annum over the three years to 31 October 2025. If one had invested in a simple ASX 200 index fund like the iShares Core S&P/ASX 200 ETF (ASX: IOZ), the return over the same period would have been 12.97% per annum.

HVST's returns would have also been further dented by the relatively high management fee of 0.78% per annum.

So whilst those investors who don't rely on dividend income to live might like the sound of the Betashares Dividend Harvester ETF, they would have been better off investing in a simpler index fund in recent years. But if you do rely on your portfolio to produce an income in retirement, HVST is certainly worth a look.

Motley Fool contributor Sebastian Bowen has positions in CSL and Plato Income Maximiser. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Dividend Investing

A padlock wrapped around a wad of Australian $20 and $50 notes, indicating money locked up.
Dividend Investing

An ASX dividend stalwart every Australian should consider buying

This business offers everything an income-focused investor could want.

Read more »

Happy young woman saving money in a piggy bank.
Dividend Investing

Buy 100 shares of this premier dividend share for $150 in passive income

Here’s why this dividend stock remains a favourite for passive income.

Read more »

Three people in a corporate office pour over a tablet, ready to invest.
Dividend Investing

Broker names 2 ASX dividend shares to buy before it's too late

Bell Potter is urging income investors to buy these shares.

Read more »

Two plants grow in jars filled with coins.
Dividend Investing

31%: This could be the best dividend growth stock on the ASX

Let's get into why.

Read more »

A man looking at his laptop and thinking.
Dividend Investing

1 excellent ASX dividend stock, down 60%, to buy and hold for the long term

This beaten down stock could be a top pick for income investors. Let's find out why.

Read more »

A young woman looks happily at her phone in one hand with a selection of retail shopping bags in her other hand.
Dividend Investing

These 2 ASX dividend shares are great buys right now

These stocks offer a strong level of payouts. Here’s why…

Read more »

Middle age caucasian man smiling confident drinking coffee at home.
Dividend Investing

2 ASX dividend stocks tipped to deliver 7% to 10% yields in 2026

Big yields and major upside could be on offer with these shares according to brokers.

Read more »

Flying Australian dollars, symbolising dividends.
Dividend Investing

This 4.6% dividend stock sends cash to investors every single month

This dividend stock is off to a flying start.

Read more »