Morningstar

iShares Core High Dividend ETF HDV

Morningstar Medalist Rating Tracks Morningstar Index
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis HDV

Will HDV outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HDV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HDV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HDV’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Core High Dividend ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HDV

More HDV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExxonMobil Holdings Corp

9.25 1B
Energy

Chevron Corp

6.95 1B
Energy

AbbVie Inc

6.87 1B
Healthcare

Verizon Communications Inc

5.70 838M
Communication Services

Procter & Gamble Co

5.43 797M
Consumer Defensive

Philip Morris International Inc

5.13 753M
Consumer Defensive

The Home Depot Inc

4.39 645M
Consumer Cyclical

Coca-Cola Co

4.29 630M
Consumer Defensive

PepsiCo Inc

3.86 567M
Consumer Defensive

Altria Group Inc

3.79 556M
Consumer Defensive

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