HDV:NYE-iShares Core High Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 118.04

Change

-0.01 (-0.01)%

Market Cap

N/A

Volume

0.37M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-20 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

-0.39 (-0.46%)

USD 59.54B
DGRO iShares Core Dividend Growth E..

-0.05 (-0.08%)

USD 29.45B
FNDX Schwab Fundamental U.S. Large ..

-0.14 (-0.20%)

USD 16.34B
SCHV Schwab U.S. Large-Cap Value ET..

-0.21 (-0.26%)

USD 11.60B
SPYD SPDR® Portfolio S&P 500 High ..

-0.58 (-1.27%)

USD 6.57B
VOOV Vanguard S&P 500 Value Index F..

-0.55 (-0.29%)

USD 5.09B
SPHD Invesco S&P 500® High Dividen..

+0.03 (+0.06%)

USD 3.86B
FDVV Fidelity® High Dividend ETF

-0.43 (-0.85%)

USD 3.50B
IWX iShares Russell Top 200 Value ..

-0.10 (-0.12%)

USD 3.13B
LRGF iShares U.S. Equity Factor ETF

-0.11 (-0.19%)

USD 2.10B

ETFs Containing HDV

TBND 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.74% 73% C 74% C
Dividend Return 1.73% 67% D+ 39% F
Total Return 17.47% 75% C 72% C
Trailing 12 Months  
Capital Gain 16.19% 2% F 54% F
Dividend Return 3.76% 88% B+ 54% F
Total Return 19.95% 2% F 54% F
Trailing 5 Years  
Capital Gain 23.81% 6% D- 59% D-
Dividend Return 15.24% 80% B- 56% F
Total Return 39.05% 4% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 5.42% 6% D- 58% F
Dividend Return 8.51% 8% B- 59% D-
Total Return 3.10% 84% B 60% D-
Risk Return Profile  
Volatility (Standard Deviation) 10.43% 98% N/A 77% C+
Risk Adjusted Return 81.65% 69% C- 92% A
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.