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iShares Core High Dividend ETF(HDV)
Top performer 
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)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HDV
11/12/2026: HDV (5-star) is a STRONG-BUY. BUY for 19 days. Simulated Profits (3.47%). Updated daily EoD!
HDV provides exposure to high-yield U.S. stocks, using a rigorous screening process to select companies with strong financials and sustainable dividends. Its primary strengths are its focus on quality, low expense ratio, and institutional-grade management by iShares. The fund serves as a cornerstone for income-oriented portfolios seeking steady cash flow with less emphasis on aggressive growth. Key risks include sector concentration, particularly in energy, and sensitivity to interest rate fluctuations. It is best suited for long-term income-focused investors who prioritize sustainable payouts and value over market-beating growth.
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 | It prioritizes income over capital appreciation, which may not align with aggressive growth objectives. |
| Momentum investor | Weak fit | Dividend stocks often lack the rapid price appreciation patterns favored by momentum traders. |
| Value investor | Strong fit | The focus on quality and yield often leads to the selection of undervalued, stable companies. |
| Dividend/Income investor | Strong fit | The fund is specifically designed to provide consistent, high-quality dividend income for portfolios. |
| Low-risk investor | Medium / high | While it holds large, stable companies, it is still subject to equity market volatility and sector concentration risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-focused individual or retiree seeking reliable cash flow without sacrificing the quality of the underlying balance sheets.
Suitability
Best suited for long-term investors looking for consistent dividend income and a defensive tilt in their equity allocation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity-based fund, it remains subject to general market price fluctuations. |
| Market risk | Medium | The fund is fully invested in the equity market and will decline if the broader market falls. |
| Concentration | Medium / high | The focus on specific sectors like energy can lead to performance swings based on industry-specific conditions. |
| Tracking/expense | Low | The low expense ratio and efficient structure result in minimal tracking error relative to the index. |
| Liquidity | Low | High trading volume ensures that liquidity risk is minimal for most investors. |
| Business/sector quality | Low | The index methodology explicitly screens for financial health and competitive moats to reduce business risk. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
HDV typically exhibits moderate volatility, generally lower than the S&P 500, due to its focus on established, mature companies.
Market Risk
The fund is subject to systematic equity risk; while dividend stocks can provide a cushion, they are not immune to market-wide declines.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Energy | 25 | This provides significant exposure to major oil and gas producers known for robust cash flows and dividend payments. |
| Sector | Healthcare | 22 | Defensive healthcare companies offer stable earnings that support reliable long-term dividend payouts. |
| Sector | Consumer Staples | 18 | Consumer staple stocks provide lower volatility and consistent demand, anchoring the fund's income profile. |
| Sector | Technology | 15 | Selective investments in mature tech companies provide a growth element alongside stable dividend income. |
| Sector | Other Sectors (Financials, Utilities, etc.) | 20 | Diversified holdings across other sectors help reduce single-industry risk within the dividend-focused portfolio. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 32.32% | Avg. Invested days 67 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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