NZ Dividend ETFs

Compare yields, fees, and holdings of the best dividend ETFs for Kiwi investors seeking passive income

Why Invest in NZ Dividend ETFs?

Regular Income

Receive quarterly dividend distributions from profitable NZ companies, providing steady passive income.

PIE Tax Benefits

All NZ dividend ETFs use PIE structure, simplifying tax and capping your rate at your PIR (10.5%, 17.5%, or 28%).

Local Market Exposure

Invest in familiar NZ companies without currency risk, supporting the local economy.

Key Benefit: Unlike international ETFs subject to FIF tax rules, NZ dividend ETFs offer simple tax treatment through the PIE regime. Your fund manager handles all tax reporting automatically.

Compare NZ Dividend ETFs

Smartshares NZ Dividend ETF

Ticker: DIV

Tracks the top 15 NZ dividend-paying stocks

Dividend Yield

5.3%

Annual Fee (MER)

0.54%

Key Holdings

Fletcher Building, Contact Energy, Meridian Energy

Distributions

Quarterly

Minimum Investment

$250 (via InvestNow)

Tax Structure

PIE

Smartshares NZ Top 50 ETF

Ticker: FNZ

Tracks the 50 largest NZ companies by market cap

Dividend Yield

3.8%

Annual Fee (MER)

0.52%

Key Holdings

Fisher & Paykel Healthcare, a2 Milk, Spark

Distributions

Quarterly

Minimum Investment

$250 (via InvestNow)

Tax Structure

PIE

Kernel NZ 20 Fund

Ticker: NZ20

Low-cost exposure to top 20 NZ companies

Dividend Yield

3.2%

Annual Fee (MER)

0.29%

Key Holdings

Auckland Airport, Infratil, Mainfreight

Distributions

Annual

Minimum Investment

$100

Tax Structure

PIE

SuperLife NZ Shares Fund

Ticker: N/A

Diversified NZ equity exposure through managed fund

Dividend Yield

3.5%

Annual Fee (MER)

0.51%

Key Holdings

Broad NZ market coverage

Distributions

Quarterly

Minimum Investment

$50

Tax Structure

PIE

Quick Comparison

ETF Name Ticker Yield MER Min. Investment
Smartshares NZ Dividend ETF DIV 5.3% 0.54% $250 (via InvestNow)
Smartshares NZ Top 50 ETF FNZ 3.8% 0.52% $250 (via InvestNow)
Kernel NZ 20 Fund NZ20 3.2% 0.29% $100
SuperLife NZ Shares Fund N/A 3.5% 0.51% $50

Tax Treatment for NZ Dividend ETFs

PIE Tax Structure

All NZ dividend ETFs listed here are Portfolio Investment Entities (PIEs). This means:

Automatic tax deduction: Tax is deducted by the fund manager at your PIR

Capped tax rate: Maximum 28%, even if your marginal rate is 33% or 39%

No IR3 filing needed: You don't need to report PIE income in your tax return

Imputation credits: NZ dividends often include imputation credits, reducing tax

Your PIR depends on your income: Most investors use 17.5% or 28%. Check with your provider or IRD to confirm your correct PIR.

Compare to International ETFs

International ETFs (like SPY, QQQ) use FIF tax rules, which require:

  • • Annual tax return (IR3) filing
  • • Tax on 5% of opening balance (FDR method) regardless of actual returns
  • • More complex record-keeping

Conclusion: NZ dividend ETFs offer significantly simpler tax treatment.

How to Buy NZ Dividend ETFs

Option 1: InvestNow

Best for: Long-term buy-and-hold investors

  • • $0 platform fees (fund fees apply)
  • • $250 minimum per fund
  • • Access to Smartshares NZ Dividend ETF and NZ Top 50
  • • PIE tax handled automatically

Option 2: Kernel

Best for: Cost-conscious investors

  • • $100 minimum investment
  • • 0.29% annual fee (lowest in NZ)
  • • Simple mobile app
  • • Direct investment (not through stock exchange)

Option 3: Sharesies

Best for: Beginners wanting flexibility

  • • $1 minimum investment
  • • NZD $1.90-5.90/month platform fee
  • • Can buy fractions of ETF units
  • • User-friendly interface

Start Earning Dividends Today

NZ dividend ETFs offer simple, tax-efficient passive income for Kiwi investors