![]() The fund's primary benchmark is the Morningstar DYF TR USD index, with a weighting of 100%. Has been managed by Greg Savage since March 29, 2011, at iShares. To read this article on click here.IShares Core High Dividend ETF (HDV), launched in 2011, IShares Russell 1000 Value ETF (IWD): ETF Research Reports ![]() Vanguard Value ETF (VTV): ETF Research Reports IShares Core High Dividend ETF (HDV): ETF Research ReportsĬhevron Corporation (CVX) : Free Stock Analysis ReportĮxxon Mobil Corporation (XOM) : Free Stock Analysis Report Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. They are excellent vehicles for long term investors. Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. IWD has an expense ratio of 0.19% and VTV charges 0.04%. While iShares Russell 1000 Value ETF has $51.18 billion in assets, Vanguard Value ETF has $93.81 billion. The iShares Russell 1000 Value ETF (IWD) and the Vanguard Value ETF (VTV) track a similar index. Investors might also want to consider some other ETF options in the space. Thus, HDV is a reasonable option for those seeking exposure to the Style Box - Large Cap Value area of the market. IShares Core High Dividend ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. With about 81 holdings, it effectively diversifies company-specific risk. The ETF has a beta of 0.82 and standard deviation of 22.41% for the trailing three-year period, making it a medium risk choice in the space. In the past 52-week period, it has traded between $94.26 and $109.92. The ETF return is roughly 0.23% so far this year and is up about 6.27% in the last one year (as of ). domiciled companies that have had strong financial health and an ability to sustain above average dividend payouts. The Morningstar Dividend Yield Focus Index offers exposure to high quality U.S. HDV seeks to match the performance of the Morningstar Dividend Yield Focus Index before fees and expenses. The top 10 holdings account for about 55.62% of total assets under management. Looking at individual holdings, Exxon Mobil Corp (XOM) accounts for about 9.84% of total assets, followed by Chevron Corp (CVX) and Verizon Communications Inc (VZ). Energy and Consumer Staples round out the top three. This ETF has heaviest allocation to the Healthcare sector-about 26.40% of the portfolio. And, most ETFs are very transparent products that disclose their holdings on a daily basis. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. It has a 12-month trailing dividend yield of 3.15%. They are however likely to underperform growth stocks in strong bull markets.Ĭost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same.Īnnual operating expenses for this ETF are 0.08%, making it one of the least expensive products in the space. Looking at their long-term performance, value stocks have outperformed growth stocks in almost all markets. ![]() Value stocks are known for their lower than average price-to-earnings and price-to-book ratios, but investors should also note their lower than average sales and earnings growth rates. ![]() They tend to be stable companies with predictable cash flows and are usually less volatile than mid and small cap companies. Companies that fall in the large cap category tend to have a market capitalization above $10 billion.
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