The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
iShares Core High Dividend ETF HDV
Morningstar’s Analysis HDV
Will HDV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 53.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Exxon Mobil Corp | 10.18 | 1.1 Bil | Energy |
Chevron Corp | 6.59 | 739.6 Mil | Energy |
Johnson & Johnson | 6.36 | 714.4 Mil | Healthcare |
AbbVie Inc | 6.03 | 677.4 Mil | Healthcare |
AT&T Inc | 4.47 | 502.3 Mil | Communication Services |
Philip Morris International Inc | 4.19 | 471.1 Mil | Consumer Defensive |
Merck & Co Inc | 4.15 | 466.6 Mil | Healthcare |
Coca-Cola Co | 4.13 | 463.3 Mil | Consumer Defensive |
PepsiCo Inc | 3.92 | 439.8 Mil | Consumer Defensive |
Cisco Systems Inc | 3.76 | 422.8 Mil | Technology |