The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers. The strategy changed its peer group in March, moving from the Large Value category to the Mid-Cap Value Morningstar Category.
Sound Equity Dividend Income ETF DIVY ETF Analysis
Morningstar’s Analysis DIVY
Will DIVY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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Parent Pillar