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Upturn AI SWOT - About
iShares Core High Dividend ETF (HDV)
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Upturn Advisory Summary
10/10/2025: 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 4.25% | Avg. Invested days 59 | 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 10/10/2025 |
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 dividend-paying companies, primarily in energy and utilities sectors, using a rules-based approach to select and weight holdings. The investment strategy aims to provide income while maintaining broad diversification within the high-dividend universe.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation for its iShares ETF platform, known for reliability and comprehensive investment solutions.
Management Expertise
BlackRock's management team possesses extensive expertise in index tracking, portfolio management, and ETF operations, ensuring efficient management of HDV.
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: HDV tracks the Morningstar Dividend Yield Focus Index, a rules-based index of high-yielding U.S. companies screened for financial health.
Composition The ETF holds stocks of large-cap U.S. companies with high dividend yields, concentrated in sectors like energy, utilities, and financials.
Market Position
Market Share: HDV's market share among high dividend ETFs is substantial but faces competition from other popular funds.
Total Net Assets (AUM): 7960000000
Competitors
Key Competitors
- Vanguard High Dividend Yield ETF (VYM)
- Schwab U.S. Dividend Equity ETF (SCHD)
- SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
Competitive Landscape
The high dividend ETF market is competitive, with several large players. HDV's advantage lies in its specific index methodology and BlackRock's brand, but it faces challenges from VYM and SCHD due to their lower expense ratios and broader diversification. SPYD is also a notable competitor, offering high dividend yield at a lower cost.
Financial Performance
Historical Performance: HDV's historical performance has been competitive with other high-dividend ETFs, influenced by the performance of its key sectors.
Benchmark Comparison: HDV's performance is closely tied to the Morningstar Dividend Yield Focus Index, reflecting its tracking objective.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
HDV has a healthy average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for HDV is generally tight, reflecting good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic factors such as interest rates, inflation, and sector-specific trends (e.g., energy prices) significantly affect HDV's performance.
Growth Trajectory
HDV's growth trajectory depends on the continued demand for dividend-focused investments and the performance of its underlying sectors; changes in sector allocation are infrequent but can impact returns.
Moat and Competitive Advantages
Competitive Edge
HDV's competitive edge stems from BlackRock's established brand and its focused approach on high-quality, dividend-paying companies. The ETF's rules-based index selection process aims to identify financially sound companies with strong dividend yields. This approach can attract investors seeking both income and relatively stable investment returns. However, its sector concentration may limit diversification compared to broader dividend ETFs.
Risk Analysis
Volatility
HDV's volatility is influenced by the volatility of its underlying holdings, particularly in the energy and utilities sectors.
Market Risk
Market risk is present in HDV due to its exposure to equities, and sector-specific risks are elevated due to its concentration in energy and utilities.
Investor Profile
Ideal Investor Profile
HDV is suited for income-seeking investors, retirees, and those looking to supplement their portfolio with dividend income.
Market Risk
HDV is best suited for long-term investors seeking income and who are comfortable with the ETF's sector concentration.
Summary
The iShares Core High Dividend ETF (HDV) provides exposure to high-dividend-yielding U.S. companies, primarily in the energy and utilities sectors. BlackRock's management expertise and focused investment approach contribute to its market position. While it offers attractive dividend income, investors should consider its sector concentration and expense ratio in comparison to competitors like VYM and SCHD. HDV is suitable for long-term, income-seeking investors who are aware of its risk profile.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change over time. Consult with a financial advisor before making any investment decisions.
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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