ETF Resumé
HDVTicker Symbol |
iShares High Dividend Equity ETFFund |
69.47 
- Change 0.39 (0.6%)
- Volume 0.25 M
4:00 PM EDT May 17, 2013
U.S. Markets are closed
- Assets $3,632.9M
- Expense Ratio 0.40%
- Yield 3.81%
- Vs 50 Day EMA %
- Vs 200 Day EMA %
US Equity ETF
iShares High Dividend Equity Fund is an exchange-traded fund incorporated in the USA. The Fund seeks to track the performance of the Morningstar Dividend Yield Focus Index.
Performance
| TODAY | 1 DAY | 5 DAY | 10 DAY | 1 MO | 3 MO | 6 MO | 1 YR | 2 YR | 5 YR |
|---|---|---|---|---|---|---|---|---|---|
| 0.6% | 0.6% | 1.8% | 1.5% | 4.5% | 12.0% | 22.1% | 26.2% | 38.8% | 0.0 |
Last Close Volume
| AVG VOL (10 D) | CHANGE |
|---|---|
| 798,412 | -220.6% |
Trend on Last Close
| Price | EMA | EMA P | DATE CROSSED | |
|---|---|---|---|---|
| 50 DAY | 69.47 | 66.59 | 4.3% | 01-02-2013 |
| 200 DAY | 69.47 | 62.60 | 11.0% | 01-02-2013 |
Technical
| ALPHA | BETA | R2 | STD DEV |
|---|---|---|---|
| 0.0107 | 0.434 | 0.404 | 0.026 |
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A Dividend ETF with Quality Screens
04-26-2013 05:30 PM by Tom Lydon
ETF Spotlight on the iShares High Dividend Equity Fund (NYSEArca: HDV), part of an ongoing series. Assets: $3.3 billion. Objective: The iShares High Dividend Equity Fund tries to reflect the performance of the Morningstar Dividend Yield Focus Index, which tracks a group of ...
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Dividend ETFs: Yields Falling as Market Rallies
04-16-2013 07:59 AM by Tom Lydon
Corporate America's dividend payouts are on the rise, but dividend related exchange traded funds are actually seeing yields diminish as the equities market rallies to new heights. According to S&P Dow Jones Indices, the amount of dividend payments increased $14.5 billion d...
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Investors Play Defense with Dividend ETFs
04-11-2013 12:15 PM by Tom Lydon
The latest data from S&P Capital IQ suggests that investors are still taking a defensive stance, evidenced by the particular exchange traded funds they are choosing. The most popular ETFs are dividend-focused, which helps create an income stream and protect against some downs...
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Surveying the Dividend ETF Landscape
04-03-2013 09:21 AM by Tom Lydon
Dividend exchange traded funds have attracted investors looking for yield and a tilt to more defensive stocks and sectors. However, as a result of different index approaches, the funds can offer varying exposures to dividend paying equities. Some dividend ETFs weight individua...
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A New High-Dividend, Low-Volatility ETF
03-12-2013 06:30 AM by Tom Lydon
Global X is trying to capitalize on two popular themes in the investment world with its new exchange traded fund that tracks U.S. dividend payers with low share-price volatility. On Tuesday, the Global X Superdividend U.S. ETF (NYSEArc: DIV) will begin trading. The new fund wi...
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Dividend ETF Focuses on Lower-Risk, High-Yield Stocks
02-06-2013 06:20 AM by Tom Lydon
The explosion of dividend ETFs in recent years in a low-rate market for bonds has made it much easier for investors to buy diversified stock funds for yield. However, the wide array of ETF options can make it a bit difficult to choose the best fund to fit an investor's particular...
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Dividend Stocks, ETFs Could See Higher Payouts
01-02-2013 06:00 AM by Tom Lydon
After years on the decline, dividends are making a comeback. More companies are beginning to reward stock shareholders, along with dividend-related exchange traded funds, by issuing larger payouts. According to S&P Dow Jones Indices, S&P 500 companies will pay out cash...
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Why There is no Substitute for Dividend ETFs
12-13-2012 06:20 AM by Tom Lydon
Dividend stocks and exchange traded funds are a great income-producing investment tool and can bolster a retirement account in a yield-starved market. A dividend is also a bellwether for a high quality, stable stock that can suit any portfolio well. Investors will be hard-pressed...
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Dividend ETFs and the Fiscal Cliff
12-04-2012 06:27 AM by Tom Lydon
The fiscal cliff deadline is less than a month away, and Washington is looking at higher taxes on dividends for high-income investors as a way to diminish the burgeoning deficit. Nevertheless, dividend exchange traded fund investors should not overreact to the proposed tax hikes,...
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Dividend ETFs: What Obama Win Means for Tax Rates
11-08-2012 08:39 AM by Tom Lydon
President Barack Obama securing a second term means the lower tax rate on qualified dividends for wealthier investors could be allowed to expire at the end of the year, impacting those who have piled into dividend-themed ETFs. Obama's re-election endangers tax breaks enacted a...
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Tax Debate Puts Dividend, Muni Bond ETFs in Focus
10-28-2012 06:00 AM by Tom Lydon
Taxes are a sticking point going into the Presidential election, and the tax debate will put income generating stocks and municipal bond exchange traded funds into focus. With the Bush-era 15% dividend tax rate slated to expire at the end of the year, many investors are concer...
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Why Dividend ETFs Remain Popular
10-26-2012 01:00 PM by Tom Lydon
Income seeking investors continue to search out dividend exchange traded funds amid record payouts and rock-bottom Treasury yields. U.S. investors are staying local when it comes to hunting for yield. "Dividends continue to have a great year, with actual cash payments increasi...
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Dividend and International ETFs for the U.S. Fiscal Cliff
10-17-2012 02:03 PM by Tom Lydon
The equities market and stock ETFs are in for a potential rough patch as the political uncertainty over the U.S. fiscal cliff could throw the markets into turmoil. Nevertheless, investors can hold onto dividend-paying stocks and diversify into international holdings to help weath...
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Dividend ETFs to Reap Record Quarterly Payout
10-11-2012 06:00 AM by Tom Lydon
Investors have honed in on dividend exchange traded funds as Treasury yields remain depressed near historical lows. Now with companies raising payouts to shareholders to record levels, dividend ETFs look like they have even more going for them. "Dividends continue to have a gr...
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A Dividend ETF That Screens Out Volatile Stocks
09-11-2012 02:20 PM by Tom Lydon
Dividend-focused exchange traded funds have been all the rage as concern over market volatility and low yields in the bond markets pushed investors to the equities side for income. For instance, the iShares High Dividend Equity Fund (NYSEArca: HDV) has gathered almost $2.1 bil...
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Dividend Stocks and ETFs: Is Bigger Better?
08-13-2012 09:02 AM by Tom Lydon
Large-cap growth stocks and focused dividend exchange traded funds have weathered the market uncertainty in 2012 in stride. Investors may be wondering if the success of dividend focused ETFs may be winding down or if it is just getting warmed up. "Large-cap stocks have shown a...
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Is the Dividend ETF Trade Overcrowded?
08-06-2012 07:00 AM by Tom Lydon
In light of the lingering market uncertainty and record low Treasury payouts, yield hunters have zeroed in on the safe and decent payouts from utilities exchange traded funds, but investors should still remain cautious as the sector is beginning to look overcrowded. "We do con...
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PowerShares Files Two Yield-Themed ETFs
08-01-2012 04:43 PM by Tom Lydon
Invesco PowerShares, the fourth largest exchange traded fund provider, is working on two new income generating funds, one to provide access to emerging market debt and another to dividend paying U.S. stocks. According to a SEC filing, the PowerShares S&P 500 High Dividend ...
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US Utilities: Don't Overpay for Yield
07-25-2012 12:10 PM by Russ Koesterich -- BlackRock Chief Investment Strategist
As short-term interest rates remain at or close to zero, investors starved for income should be wary of overpaying for yield, particularly when it comes to US utilities. As I write in my new Investment Directions monthly commentary, I continue to prefer dividend funds and the ...
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Five ETFs Hitting 2012 Highs
07-02-2012 07:01 AM by Tom Lydon
Various exchange traded fund categories have flirted with 52-week highs as the latest news out of the Eurozone looks positive on re-capitalizing certain EU banks. The ETFs that have managed upward movement are all from defensive or income yielding segments, on trend with what inv...
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ETF Spotlight: iShares High Dividend Fund
06-19-2012 08:51 AM by Tom Lydon
ETF Spotlight on the iShares High Dividend Equity ETF (NYSEArca: HDV), part of an ongoing series. Assets: $1.69 billion. Objective: The iShares High Dividend Equity Fund tries to reflect the performance of the Morningstar Dividend Yield Focus Index, which is comprised of U....
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Special Report: Surveying the Dividend ETF Landscape
06-01-2012 08:00 AM by Tom Lydon
As more people shift assets around to invest toward their golden years, income-seeking investors are finding less opportunities in traditional fixed-income products. Yields in CDs, money market accounts and Treasury bonds are already at their record lows after investors piled int...
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ETFs to Weather Europe's Debt Storm
05-30-2012 03:20 PM by Tom Lydon
After the recent European elections, notably in France and Greece, the markets experienced another period of high volatility that left stocks and exchange traded funds reeling. Investors seeking to position themselves ahead of another Eurozone-induced tussle will want to jot down...
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Sell in May: Stock ETFs Under the Gun
05-14-2012 02:40 PM by Tom Lydon
The recent weakness of stock ETFs on Europe's debt woes has many investors wondering if they should've heeded the old adage to sell in May and go away. The question is whether to stay the course or to wait on the sidelines during the summer, which is traditionally a slower time f...
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Dividend ETFs May See Higher Payouts
05-04-2012 09:05 AM by Tom Lydon
With the paltry yields being offered by safe-haven Treasury bonds, alternative income-generating assets such as dividend exchange traded funds are attracting a wider audience. Dividend ETF investors may now draw upon a more diversified pool of stock components and look for higher...
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Dividend ETFs: A Solution to Stock Picking
05-01-2012 08:50 AM by Tom Lydon
Dividend stock investors should consider diversified exchange traded funds to save time on researching individual companies and limit single-stock risk. "As great as being a dividend investor is, it does require time. Why? To find, research both potential purchases but also c...
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Non-Cyclical Stock ETFs for Conservative Investors
04-04-2012 06:00 AM by Tom Lydon
We are nearing that time when the age-old market adage "sell in May and go away" could come into play. With market volatility usually spiking to seasonal highs during the summer months, as witnessed over the past few years, investors may want to start thinking about safer equitie...
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Three ‘Fairly Valued’ Dividend ETFs
04-03-2012 10:21 AM by John Spence
Dividend ETFs have been enormously popular the past year but investors should be careful to temper their expectations. A rising stock market means valuations aren't as cheap, while conservative investors need to remember equities are more volatile than bonds. "Tread cautiously...
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Best Dividend ETFs
02-16-2012 07:00 AM by Tom Lydon
Dividend exchange traded funds have become a key component holding for many investors, especially for those looking for that extra bit of cash on the side. Dividend ETFs specifically pick out companies known for their dividend yields, but among the ETF universe, the markets m...
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Can Dividend ETFs Maintain Their Winning Ways?
01-04-2012 02:16 PM by Tom Lydon
Dividend exchange traded funds in the U.S. large cap category managed to beat the S&P 500 in 2011 while raking in plenty of cash as investors hungry for income looked far and wide for alternatives to bond funds. Market volatility doesn't seem to be going away anytime soon ...
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ETF Chart of the Day: Dividend Funds
12-16-2011 10:44 AM by Paul Weisbruch, Street One Financial
We highlight call buying this morning in generally lightly traded options on a dividend exchange traded fund, DVY (iShares DJ Select Dividend). This play seems to reflect investor willingness to earn higher yields via equities that pay steady and attractive dividends given the fa...
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Why the Stock ETF Rally May Have Legs
11-02-2011 10:42 AM by Tom Lydon
Bulls' confidence in a year-end rally is rising along with sentiment after the October stock burst. Although U.S. equities have already jumped 20% from the October low, some analysts say the gains can continue due to the economy avoiding a recession, cheap valuations and expectat...
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Dividend ETFs Under the Microscope
09-28-2011 09:10 AM by Tom Lydon
New dividend exchange traded funds have hit the market this year in response to investor interest. The low-yield environment in bonds has given dividend-paying companies the spotlight, especially as some have higher yields than the 10-year Treasury note. Some of the new funds ...
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Choosing the Right Dividend ETF
09-27-2011 01:32 PM by Tom Lydon
Dividend exchange traded funds have attracted investors looking for yield and stability in volatile markets. However, they need to perform some due diligence and understand how these ETFs works and the potential risks. ETFs with a "dividend" appellation have more than doubled ...
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New Dividend ETFs Hit Market as Stocks Yield More than Bonds
09-19-2011 12:09 PM by Tom Lydon
Dividend exchange traded funds have been all the rage lately, which isn't surprising since S&P 500 dividends are yielding more than the 10-year Treasury note. Conservative, income-focused investors are venturing into new areas with bond interest rates so low and bank accou...
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S&P's Favorite New ETFs
09-07-2011 05:16 PM by Tom Lydon
Standard & Poor's says 2011 is shaping up to be the year of the exchange traded fund with more new ETFs launched in the first seven months of this year than in 2008 and 2009, combined. Through early August, 191 new exchange traded products were launched in 2011, with more ...
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Dividend ETFs Set to Benefit from Higher Payouts
09-07-2011 03:12 PM by Tom Lydon
Dividend exchange traded funds are set to profit from higher payouts from corporate America, but income-starved investors should keep in mind that stocks are more volatile than bonds. If the economy worsens, investors in equity-linked ETFs may suffer capital losses that could swa...
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Investors Discover Dividend ETFs in Quest for Yield
09-01-2011 01:34 PM by Tom Lydon
The paltry interest rates in U.S. Treasuries have driven income-starved investors to other areas of the market for yield, including exchange traded funds that concentrate on dividend-paying stocks. "We continue to focus on companies that have the ability to generate strong lev...
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ETF Chart of the Day: Dividend Funds
08-23-2011 10:21 AM by Paul Weisbruch, Street One Financial
Market turmoil such as what we have faced recently in equities often causes "value" investors to come out of the woodwork and start hunting for potential bargains. One investment strategy that seems to gather steam when equity indices have fallen sharply from their highs is th...
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ETF Investors Take on More Risk in Search of Reward
07-20-2011 08:29 AM by Tom Lydon
Investors are beginning to explore riskier market sectors with exchange traded funds in search of fatter profits, buying patterns suggest. The first half of 2011 has given niche or alternative ETF asset classes a chance to shine, as sectors such as Asian local debt, managed fu...
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Number of Holdings: 75
| Real Estate | 36% |
| Utilities | 31.4% |
| Technology | 16% |
| TOBACCO | 9.9% |
| Other | 3.26% |
| RESTAURANTS | 3.1% |
| Unknown | 0.34% |
| Medical-Drugs | 22.9% |
| Telephone-Integrated | 17% |
| Electric-Integrated | 13.2% |
| Tobacco | 9.9% |
| Applications Software | 7.7% |
| Oil Comp-Integrated | 6.7% |
| Electronic Compo-Semicon | 4.9% |
| Retail-Restaurants | 3.1% |
| Aerospace/Defense | 2.1% |
| Chemicals-Diversified | 1.7% |
| Consumer Products-Misc | 1.6% |
| Food-Misc/Diversified | 1.1% |
| Unknown | 0.89% |
| United States | 99.3% |
| Unknown | 0.7% |
| Large-cap | 93.5% |
| Mid-cap | 5.1% |
| Small-cap | 0.7% |
| Unknown | 0.7% |
Number of Holdings: 75
% |
Ticker |
Name |
Sector |
Market Cap |
Country |
|---|---|---|---|---|---|
| 9.4% | T | AT&T Inc | Utilities | 202494830000 | United States |
| 7.7% | MSFT | Microsoft Corp | Technology | 279678560000 | United States |
| 7.1% | JNJ | Johnson & Johnson | Real Estate | 239845840000 | United States |
| 6.7% | CVX | Chevron Corp | Real Estate | 239903750000 | United States |
| 6.7% | PFE | Pfizer Inc | Real Estate | 208096250000 | United States |
| 6.2% | VZ | Verizon Communicatio... | Utilities | 150717480000 | United States |
| 5.5% | PM | Philip Morris Intern... | TOBACCO | 154793030000 | United States |
| 4.7% | MRK | Merck & Co Inc | Real Estate | 138031520000 | United States |
| 4.6% | INTC | Intel Corp | Technology | 119105160000 | United States |
| 3.6% | MO | Altria Group Inc | TOBACCO | 73336250000 | United States |
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