Group 1 - The iShares Core High Dividend ETF (HDV) is a passively managed fund by iShares, tracking 75 U.S.-based stocks in the Morningstar Dividend Yield Focus Index, aiming to balance yield, performance, and low costs [5] - The fund has a low expense ratio of 0.08%, a dividend yield of 3.3%, and a year-to-date gain of 9.1%, outperforming the S&P 500's yield of 1.2% [6] - The HDV ETF's portfolio includes significant holdings in financial services (20%), technology (16%), healthcare (12.4%), and communications (11.3%), featuring top stocks like ExxonMobil, Johnson & Johnson, and AbbVie [7][9] Group 2 - The fund's management focuses on stocks with sustainable dividends and strong balance sheets, rebalancing the ETF quarterly [5] - The HDV ETF's combination of low fees and solid yield makes it an attractive option for investors seeking dividend income [8]
Why This Dividend ETF is Perfectly Balanced for Yield and Growth
Yahoo Finance·2025-09-10 10:23