I view the iShares Core Dividend Growth ETF as a compelling buy amid potential capital rotation out of semiconductors. DGRO's portfolio construction prioritizes companies with strong free cash flows, consistent dividend growth, and positive earnings forecasts, filtering out value traps. The ETF has a low starting yield (1.9%) but boasts an 8.93% 10-year dividend CAGR and 11 consecutive years of dividend growth.
The iShares Core Dividend Growth ETF (NYSEARCA:DGRO) trades near $77, up roughly 11% year to date year-to-date.
Chasing yield is the most expensive habit in dividend investing, and the iShares Core Dividend Growth ETF (NYSEARCA:DGRO) exists precisely because a lot of investors keep doing it anyway.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 81,165 | $4.48M | $6.23M | $1.76M | 39.22% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 850 | $44,303.8 | $65,254.5 | $20,950.7 | 47.29% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 37,410 | $1.83M | $2.87M | $1.04M | 56.68% |
| CE Curtis Ellergodt Rothschild Investment LLC | 7,201 | $423,869.22 | $552,820.77 | $128,951.55 | 30.42% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 60,983 | $4.24M | $4.68M | $443,656.08 | 10.47% |
| ARCA Exchange | US Country |
The company operates as an investment fund that primarily focuses on mirroring the performance of a predetermined stock market index. By allocating at least 80% of its assets directly into the securities that comprise its benchmark index, along with investments that offer substantially identical economic characteristics, the fund seeks to closely track the index's return. The specific index in question is a select segment of the Morningstar® U.S. Market IndexSM, a comprehensive market index covering roughly 97% of the market capitalization of publicly traded companies in the United States. This strategic approach allows investors an opportunity to invest in a broad spectrum of U.S. equities through a single investment vehicle.
This product offers investors the opportunity to engage in a diversified portfolio that aims to replicate the performance of its underlying index. By investing primarily in the component securities of the index and in other investments with similar economic characteristics, the fund allows for broad exposure to the U.S. stock market. This approach is designed for investors seeking to mirror the market performance mirrored by the index.