Summary
HDV Chart
Should iShares Core High Dividend ETF (HDV) Be on Your Investing Radar?
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the iShares Core High Dividend ETF (HDV), a passively managed exchange traded fund launched on March 29, 2011.
HDV: Less Stable Than SCHD With No Dividend Or Quality Advantage
I assign iShares Core High Dividend ETF a neutral 'hold' rating due to elevated energy sector risk and only average dividend growth. HDV's 21.56% energy allocation has driven recent outperformance but introduces significant volatility and uncertainty tied to oil price swings. HDV trades at a 6% premium to its five-year average, with key holdings like Exxon and Chevron at historically high valuations, suggesting high oil prices may already be priced in.
Is iShares Core High Dividend ETF (HDV) a Strong ETF Right Now?
Making its debut on 03/29/2011, smart beta exchange traded fund iShares Core High Dividend ETF (HDV) provides investors broad exposure to the Style Box - Large Cap Value category of the market.
iShares Core High Dividend ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 237,190 | $5.64M | $6.57M | $935,577.3 | 16.6% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 250 | $5,021.75 | $6,926.25 | $1,904.5 | 37.93% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 390 | $8,764.85 | $10,804.95 | $2,040.1 | 23.28% |
| CE Curtis Ellergodt Rothschild Investment LLC | 3,550 | $72,412.9 | $98,352.75 | $25,939.85 | 35.82% |
 Means Investment Company Means Investment Company Inc. | 10,560 | $187,428.05 | $292,564.8 | $105,136.75 | 56.09% |
iShares Core High Dividend ETF (HDV) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has iShares Core High Dividend ETF ever had a stock split?
iShares Core High Dividend ETF Profile
| ARCA Exchange | US Country |
Overview
This fund is designed for investors seeking to invest in income-paying securities, complemented by a strategy focused on company quality and financial health. The fund invests primarily in securities that are part of its underlying index, aiming to mirror its performance. The underlying index itself is selected based on comprehensive criteria developed by Morningstar, Inc., ensuring that only securities from financially healthy and high-quality companies are included. Despite its focus on income, the fund maintains a non-diversified status, meaning it may invest more heavily in fewer securities, potentially increasing risk and reward. This approach underscores the fund's objective to deliver income while also considering the longevity and robustness of its chosen investments through a meticulously curated index.
Products and Services
- Income-Paying Securities Investment:
- Index-Based Investment Strategy:
- Non-Diversified Fund Structure:
The core service of this fund revolves around investing in a variety of income-paying securities. These can include bonds, dividend-paying stocks, and other financial instruments that provide regular income. The fund targets these investments to produce a steady income stream for its investors, aligning with the goal of income generation alongside capital appreciation.
Adhering to an index-based investment strategy, the fund aims to replicate the performance of its underlying index, which is carefully constructed by Morningstar, Inc. This methodology ensures that only securities that pass a rigorous quality and financial health screening are included, optimizing the balance between risk and return. The fund’s strategy emphasizes the importance of economic characteristics that are substantially identical to the component securities of its underlying index, offering investors a focused and methodical approach to income investing.
While many funds spread their investments across a wide array of securities to dilute risk, this fund adopts a non-diversified approach. This means it may concentrate its investments in a smaller number of securities, allowing for potentially higher returns from those securities. However, this approach also carries a higher level of risk since the fund's performance is more closely tied to the fortunes of fewer investments. For investors, this structure highlights a balance between the pursuit of higher income and the acceptance of potentially greater volatility.
