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Upturn AI Summary
iShares Core High Dividend ETF(HDV)
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
10/13/2026: HDV (5-star) is currently NOT-A-BUY. Pass it for now.
The iShares Core High Dividend ETF (HDV) offers investors exposure to a basket of 75 high-quality U.S. companies chosen for their strong financial health and sustainable dividend payments. By utilizing a quality-focused Morningstar index, the fund aims to provide both reliable income and lower volatility compared to the broader market. Its primary strengths include the institutional backing of BlackRock, high liquidity, and a low expense ratio, making it a cost-efficient tool for income-seeking portfolios. Investors should be aware of concentration risks in the energy and healthcare sectors, which can drive performance independently of the broader market. This ETF is best suited for income-oriented or value-conscious investors looking for a stable, long-term foundation for their equity holdings.
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 | Weak fit | This fund prioritizes income over aggressive capital appreciation. |
| Momentum investor | Mixed fit | Momentum investors may find the value-oriented, defensive nature of these holdings less attractive during growth rallies. |
| Value investor | Strong fit | The fund focuses on established, cash-generative companies often trading at attractive valuations. |
| Dividend/Income investor | Strong fit | It is specifically engineered to provide consistent and sustainable income streams for yield-focused portfolios. |
| Low-risk investor | Strong fit | The focus on large-cap, high-quality companies typically results in lower volatility compared to the broader market. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking regular income, looking to mitigate equity volatility, and holding a multi-year time horizon.
Suitability
HDV is best suited for long-term income-focused investors or those seeking a 'core' value holding to diversify a growth-heavy portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | While defensive, sector concentration can lead to volatility if energy or healthcare underperform. |
| Market risk | Medium / high | The fund is fully invested in equities and will participate in broad market declines. |
| Concentration | Medium / high | Heavy sector weightings in energy and healthcare increase sensitivity to those specific industries. |
| Tracking/expense | Low | The fund has a very low expense ratio and maintains tight tracking to its index. |
| Liquidity | Low | Trading volume is high, ensuring minimal market impact when buying or selling. |
| Business/sector quality | Low / none | The strict quality screening process is designed to minimize risks related to business failure. |
Risk Analysis
Volatility
HDV generally demonstrates lower volatility than broad market indices like the S&P 500, though its sector concentration in energy can occasionally lead to higher-than-average swings.
Market Risk
The fund is subject to systemic equity market risk, meaning it will likely fall during broad market corrections, though its quality bias often provides a partial buffer.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Energy | 25 | High energy exposure provides significant dividend yield potential but increases sensitivity to commodity price fluctuations. |
| Sector | Healthcare | 22 | The healthcare allocation offers defensive characteristics and stable cash flows supporting dividend payments. |
| Sector | Consumer Staples | 18 | These holdings provide essential-good stability that helps mitigate volatility during broader market downturns. |
| Sector | Communication Services | 12 | This segment provides growth-oriented income components to the otherwise value-heavy portfolio. |
| Other | Financials, Technology, and Utilities | 23 | Diversified exposure across remaining sectors balances the portfolio against concentrated sector risks. |
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 27.82% | Avg. Invested days 74 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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