HDV
iShares Core High Dividend ETF
📎 Investment Objective
The iShares Core High Dividend ETF (HDV) seeks to track the investment results of an index composed of high dividend-paying U.S. equities.
Overview
ETF tracking iShares Core High Dividend ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Core High Dividend ETF (HDV) seeks to track the investment results of an index composed of high dividend-paying U.S. equities.
🎯 Investment Strategy
The fund invests in a portfolio of high-yielding U.S. stocks that are selected and weighted based on factors such as dividend yield, quality, and financial health. The goal is to provide investors with exposure to companies that can sustain and grow their dividend payments over time.
✨ Key Features
- Focuses on high-dividend paying U.S. stocks
- Diversified portfolio across multiple sectors
- Emphasis on quality and financial strength of underlying companies
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Equity market risk - the value of the fund's holdings may decline due to general market conditions
- Dividend payment risk - a company may reduce or eliminate its dividend, impacting the fund's income
- Sector concentration risk - the fund may be more susceptible to factors affecting a particular sector
- Liquidity risk - difficulty buying or selling shares at an optimal time and price
👤 Best For
This ETF may be suitable for investors seeking a source of current income and exposure to high-quality, dividend-paying U.S. stocks. It could be a core holding in a diversified portfolio or used to complement other income-generating investments. Investors should have a medium to long-term time horizon and a moderate risk tolerance.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | 9.06% | Energy |
| 2 | JNJ | JOHNSON & JOHNSON | 6.81% | Health Care |
| 3 | CVX | CHEVRON CORP | 6.51% | Energy |
| 4 | ABBV | ABBVIE INC | 6.37% | Health Care |
| 5 | PG | PROCTER & GAMBLE | 4.58% | Consumer Staples |
| 6 | MRK | MERCK & CO INC | 4.33% | Health Care |
| 7 | KO | COCA-COLA | 4.17% | Consumer Staples |
| 8 | HD | HOME DEPOT INC | 3.98% | Consumer Discretionary |
| 9 | PM | PHILIP MORRIS INTERNATIONAL INC | 3.98% | Consumer Staples |
| 10 | PEP | PEPSICO INC | 3.96% | Consumer Staples |
| 11 | CSCO | CISCO SYSTEMS INC | 3.73% | Information Technology |
| 12 | T | AT&T INC | 3.51% | Communication |
| 13 | MO | ALTRIA GROUP INC | 2.99% | Consumer Staples |
| 14 | TXN | TEXAS INSTRUMENT INC | 2.14% | Information Technology |
| 15 | GILD | GILEAD SCIENCES INC | 2.11% | Health Care |
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