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Is iShares Core High Dividend ETF (HDV) a Strong ETF Right Now?

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A smart beta exchange traded fund, the iShares Core High Dividend ETF (HDV - Free Report) debuted on 03/29/2011, and offers broad exposure to the Style Box - Large Cap Value category of the market.

What Are Smart Beta ETFs?

The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.

Investors who believe in market efficiency should consider market cap indexes, as they replicate market returns in a low-cost, convenient, and transparent way.

If you're the kind of investor who would rather try and beat the market through good stock selection, then smart beta funds are your best choice; this fund class is known for tracking non-cap weighted strategies.

These indexes attempt to select stocks that have better chances of risk-return performance, based on certain fundamental characteristics or a combination of such characteristics.

Methodologies like equal-weighting, one of the simplest options out there, fundamental weighting, and volatility/momentum based weighting are all choices offered to investors in this space, but not all of them can deliver superior returns.

Fund Sponsor & Index

HDV is managed by Blackrock, and this fund has amassed over $11.01 billion, which makes it one of the larger ETFs in the Style Box - Large Cap Value. HDV, before fees and expenses, seeks to match the performance of the Morningstar Dividend Yield Focus Index.

The Morningstar Dividend Yield Focus Index offers exposure to high quality U.S. domiciled companies that have had strong financial health and an ability to sustain above average dividend payouts.

Cost & Other Expenses

Expense ratios are an important factor in the return of an ETF and in the long-term, cheaper funds can significantly outperform their more expensive cousins, other things remaining the same.

Operating expenses on an annual basis are 0.08% for this ETF, which makes it one of the least expensive products in the space.

HDV's 12-month trailing dividend yield is 3.65%.

Sector Exposure and Top Holdings

Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.

Representing 27.20% of the portfolio, the fund has heaviest allocation to the Energy sector; Consumer Staples and Healthcare round out the top three.

When you look at individual holdings, Exxon Mobil Corp (XOM - Free Report) accounts for about 9.52% of the fund's total assets, followed by Johnson & Johnson (JNJ - Free Report) and Chevron Corp (CVX - Free Report) .

HDV's top 10 holdings account for about 52.11% of its total assets under management.

Performance and Risk

The ETF has gained about 0.47% so far this year and it's up approximately 13.32% in the last one year (as of 01/15/2025). In the past 52-week period, it has traded between $101.80 and $121.28.

The ETF has a beta of 0.80 and standard deviation of 13.25% for the trailing three-year period, making it a medium risk choice in the space. With about 81 holdings, it effectively diversifies company-specific risk.

Alternatives

IShares Core High Dividend ETF is a reasonable option for investors seeking to outperform the Style Box - Large Cap Value segment of the market. However, there are other ETFs in the space which investors could consider.

Schwab U.S. Dividend Equity ETF (SCHD - Free Report) tracks Dow Jones U.S. Dividend 100 Index and the Vanguard Value ETF (VTV - Free Report) tracks CRSP U.S. Large Cap Value Index. Schwab U.S. Dividend Equity ETF has $66.40 billion in assets, Vanguard Value ETF has $129.12 billion. SCHD has an expense ratio of 0.06% and VTV charges 0.04%.

Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Large Cap Value.

Bottom Line

To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.

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