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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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings SPDV

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

3M Co

2.32 1.4 Mil
Industrials

Hewlett Packard Enterprise Co

2.32 1.4 Mil
Technology

Public Service Enterprise Group Inc

2.31 1.4 Mil
Utilities

Ford Motor Co

2.30 1.4 Mil
Consumer Cyclical

eBay Inc

2.30 1.4 Mil
Consumer Cyclical

HP Inc

2.26 1.4 Mil
Technology

International Paper Co

2.22 1.4 Mil
Consumer Cyclical

Cummins Inc

2.19 1.4 Mil
Industrials

ONEOK Inc

2.17 1.3 Mil
Energy

Altria Group Inc

2.17 1.3 Mil
Consumer Defensive