- Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
iShares International Dividend Active ETF(BIDD)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BIDD
10/14/2026: BIDD (2-star) is currently NOT-A-BUY. Pass it for now.
BIDD provides investors with active, diversified exposure to international dividend-paying companies, aiming for both income and capital growth. Its core strength lies in its active management, which enables the fund to potentially avoid common traps in foreign markets while focusing on sustainable yield. The fund is best suited as a portfolio diversifier for long-term investors seeking income beyond the US. Key risks include geopolitical exposure, currency volatility, and the higher costs associated with active management. Investors should monitor the fund’s dividend yield and relative performance against passive international benchmarks.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While the fund prioritizes dividends, capital appreciation remains a core objective of the active strategy. |
| Momentum investor | Weak fit | Dividend-focused strategies are typically not designed to capture short-term price momentum. |
| Value investor | Strong fit | Many dividend-paying international stocks often exhibit value characteristics, making this a strong fit for valuation-conscious investors. |
| Dividend/Income investor | Strong fit | The fund is specifically designed to provide consistent income through a diversified international portfolio. |
| Low-risk investor | Mixed fit | International equity exposure involves inherent currency and geopolitical risks that may exceed the tolerance of conservative investors. |
Investor Profile
Ideal Investor Profile
The ideal investor for BIDD is someone seeking international equity exposure with a specific focus on income generation and a preference for professional, active management over index replication.
Suitability
BIDD is best suited for long-term investors looking to diversify their portfolio beyond US borders while benefiting from dividend-paying companies.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | International equity markets can experience significant price swings driven by local economic conditions. |
| Market risk | Medium / high | As an equity fund, BIDD is sensitive to broad movements in global stock markets. |
| Concentration | Medium | The fund holds a diverse basket of companies, but sectoral or regional concentrations may occasionally arise. |
| Tracking/expense | Medium | Active management entails higher expense ratios compared to passive alternatives. |
| Liquidity | Medium | Some international holdings may have lower trading volume, potentially impacting exit costs during market stress. |
| Business/sector quality | Medium | The manager's selection process aims to mitigate quality risk, but business cycles still impact individual holdings. |
Risk Analysis
Volatility
BIDD exhibits volatility characteristic of international equity markets, influenced by both stock-specific performance and regional economic data.
Market Risk
The primary market risk is systemic exposure to non-US economies, where political, currency, and regulatory environments differ significantly from the US.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed Markets (Ex-US) | 75 | This provides exposure to mature, dividend-paying companies in regions like Europe and the Pacific. |
| Geography | Emerging Markets | 20 | This adds potential for higher growth and income yield from developing economies. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Cash holdings are maintained for liquidity and to facilitate active trading adjustments. |
Price Behavior

Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.

Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 4.14% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.

