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Upturn AI SWOT - About
iShares Core High Dividend ETF (HDV)
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Upturn Advisory Summary
08/14/2025: HDV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 4.04% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.67 | 52 Weeks Range 103.69 - 120.75 | Updated Date 06/29/2025 |
52 Weeks Range 103.69 - 120.75 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Core High Dividend ETF
ETF Overview
Overview
The iShares Core High Dividend ETF (HDV) seeks to track the investment results of an index composed of relatively high dividend-paying U.S. equities. It focuses on large-cap companies and aims to provide exposure to dividend-focused stocks, offering income generation potential. It is a passive fund.
Reputation and Reliability
iShares is a well-established and reputable ETF provider, known for its broad range of investment products and reliability.
Management Expertise
BlackRock, the issuer of iShares, has extensive experience and expertise in managing ETFs, including dividend-focused strategies.
Investment Objective
Goal
To track the investment results of an index composed of relatively high dividend-paying U.S. equities.
Investment Approach and Strategy
Strategy: The ETF tracks the Morningstar Dividend Yield Focus Index, which selects companies based on dividend yield and financial health.
Composition The ETF primarily holds stocks of large-cap U.S. companies with strong dividend yields, typically concentrated in sectors like energy, utilities, and financials.
Market Position
Market Share: HDV holds a significant market share within the high dividend ETF category.
Total Net Assets (AUM): 11480000000
Competitors
Key Competitors
- Vanguard High Dividend Yield ETF (VYM)
- Schwab US Dividend Equity ETF (SCHD)
- SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
Competitive Landscape
The high dividend ETF market is competitive, with VYM and SCHD being major players. HDV distinguishes itself through its index methodology. VYM has a broader portfolio than HDV which is concentrated in a few top holdings. SCHD focuses on quality and dividend growth more than pure yield.
Financial Performance
Historical Performance: Historical performance data requires specific time-period data and cannot be generated dynamically. The returns vary based on the time-period.
Benchmark Comparison: Performance relative to the Morningstar Dividend Yield Focus Index depends on the timeframe. Past performance does not guarantee future results.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
HDV exhibits good liquidity with a typically high average daily trading volume, making it easy for investors to buy and sell shares.
Bid-Ask Spread
The bid-ask spread for HDV is usually tight, reflecting high liquidity and low transaction costs.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate movements, and sector performance impact HDV. Rising interest rates can make dividend yields less attractive relative to bonds, and sector-specific downturns can affect holdings.
Growth Trajectory
HDV's growth trajectory depends on investor demand for dividend-focused strategies and the performance of its underlying holdings. Strategy changes are infrequent.
Moat and Competitive Advantages
Competitive Edge
HDV benefits from the iShares brand recognition and its focused approach to high-dividend stocks. The ETF's rules-based index methodology offers a transparent and disciplined approach to dividend investing. It is less expensive compared to actively managed funds. However, its concentration in certain sectors can be a disadvantage during periods of sector rotation. The Morningstar index methodology differentiates it from some competitors.
Risk Analysis
Volatility
HDV's volatility is influenced by the volatility of its underlying holdings and sector concentrations.
Market Risk
HDV is subject to market risk, particularly risks associated with sectors like energy and utilities. Dividend cuts from underlying companies can also impact the fund's performance.
Investor Profile
Ideal Investor Profile
HDV is suitable for income-seeking investors, retirees, and those looking for dividend income as part of a broader investment portfolio.
Market Risk
HDV is best for long-term investors seeking passive exposure to high-dividend stocks.
Summary
The iShares Core High Dividend ETF (HDV) provides exposure to U.S. companies with high dividend yields. Its low expense ratio and brand recognition are positives. Its performance is dependent on its index methodology and the performance of its concentrated holdings. Investors should consider sector concentrations and potential dividend cut risks. It is suitable for long-term income-focused investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Past performance is not indicative of future results. Market share data are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Core High Dividend ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index is comprised of qualified income paying securities that are screened for superior company quality and financial health as determined by Morningstar, Inc.'s proprietary index methodology. The fund is non-diversified.
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