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AAM S&P 500 High Dividend Value ETF SPDV

Medalist Rating as of | See AAM Investment Hub

Morningstar’s Analysis SPDV

Will SPDV outperform in future?

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

Weakness in AAM S&P 500 High Dividend Value ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings SPDV

  • Current Portfolio Date
  • Equity Holdings 49
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 24.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.81
1,632,505
Technology
2.61
1,517,001
Consumer Cyclical
2.40
1,399,481
Energy
2.39
1,389,121
Communication Services
2.35
1,367,448
Communication Services
2.27
1,322,033
Basic Materials
2.21
1,286,706
Industrials
2.21
1,285,789
Consumer Cyclical
2.20
1,282,230
Financial Services