Skip to Content
Morningstar

iShares Core High Dividend ETF HDV

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

Morningstar’s Analysis HDV

Will HDV outperform in 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.

iShares Core High Dividend ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HDV

More HDV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

8.42 857.0 Mil
Energy

Chevron Corp

6.68 679.5 Mil
Energy

Verizon Communications Inc

5.64 574.3 Mil
Communication Services

Johnson & Johnson

5.59 568.8 Mil
Healthcare

AbbVie Inc

5.02 511.5 Mil
Healthcare

Philip Morris International Inc

4.37 444.9 Mil
Consumer Defensive

Merck & Co Inc

4.18 425.0 Mil
Healthcare

Coca-Cola Co

3.86 392.5 Mil
Consumer Defensive

PepsiCo Inc

3.84 391.1 Mil
Consumer Defensive

Altria Group Inc

3.77 383.4 Mil
Consumer Defensive