ETFs

Exploring the iShares Core High Dividend ETF for Value-Oriented Investment Strategies

Published July 10, 2024

The investment landscape continuously presents varied vehicles for achieving specific financial goals, and among these options lies the exchange-traded fund (ETF) known as the iShares Core High Dividend ETF HDV. This smart beta ETF, which commenced on March 29, 2011, is tailor-made for investors seeking broad exposure to the style box of Large Cap Value stocks. By focusing on high-dividend-yielding companies, HDV aims to provide a blend of steady income and the potential for growth.

An Overview of iShares Core High Dividend ETF

The HDV is built on a foundation of carefully selected large-cap companies that have a history of providing high dividend yields. These are typically established firms with solid financial structures that offer greater stability and the prospect of consistent income. The ETF's appeal to conservative investors who favor value over growth is evident in its strategic portfolio composition, which includes significant holdings in well-known entities such as Chevron Corporation CVX and Verizon Communications Inc. VZ.

Company Highlights Within HDV's Portfolio

Morningstar, Inc. MORN, a company with a reputation for independent investment research and headquartered in Chicago, is among the organizations that investors look to for insights on ETFs like HDV. Alternatively, Chevron Corporation, an energy titan and descendant of the Standard Oil legacy, is an essential component of HDV, capitalizing on its multifaceted involvement in oil, natural gas, and energy production. Verizon Communications Inc., distinguished in telecommunications and recognized on the Dow Jones Industrial Average, also contributes to HDV's attractiveness as an investment option by delivering robust dividend yields from a quintessential growth industry.

iShares, ETF, Dividend