Morningstar

AAM S&P 500 High Dividend Value ETF SPDV

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

Morningstar’s Analysis SPDV

Will SPDV 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 SPDV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPDV 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 SPDV’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AAM S&P 500 High Dividend Value ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SPDV

More SPDV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NetApp Inc

3.05 3M
Technology

Qualcomm Inc

2.58 3M
Technology

Host Hotels & Resorts Inc

2.43 2M
Real Estate

APA Corp

2.40 2M
Energy

Skyworks Solutions Inc

2.38 2M
Technology

HP Inc

2.30 2M
Technology

Viatris Inc

2.29 2M
Healthcare

CVS Health Corp

2.26 2M
Healthcare

LyondellBasell Industries NV Class A

2.23 2M
Basic Materials

EOG Resources Inc

2.23 2M
Energy

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