ICRMH0719U-885409, Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. iShares Core MSCI Global Quality Dividend Index ETF As of 11/30/2020 Seeks to provide long-term capital growth by replicating the performance of the MSCI World High Dividend Yield Index, net of … iShares Core High Dividend ETF has an MSCI ESG Fund Rating of A based on a score of 6.02 out of 10. Free commission offer applies to online purchases of select iShares ETFs in a Fidelity account. The midpoint is the average of the bid/ask prices at 4:00 PM ET (when NAV is normally determined for most ETFs). Important Information: Capital at Risk. ©2020 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All data is from MSCI ESG Fund Ratings as of Nov 01, 2020, based on holdings as of Aug 31, 2020. Distribution Yield and 12m Trailing Yield results may have period over period volatility due to factors including tax considerations such as treatment of passive foreign investment companies (PFICs), treatment of defaulted bonds or excise tax requirements; exceptional corporate actions; seasonality of dividends from underlying holdings; significant fluctuations in fund shares outstanding; or fund capital gain distributions. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. universe to create the Morningstar Quantitative Rating (denoted on this page by a After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. All other marks are the property of their respective owners. 1 Day NAV Change as of Dec 15, 2020 0.09 (0.46%) NAV Total Return as of Dec 15, … Review the MSCI methodology behind the Business Involvement metrics, using links below. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. Although BlackRock shall obtain data from sources that BlackRock considers reliable, all data contained herein is provided “as is” and BlackRock makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. For more information regarding a fund's investment strategy, please see the fund's prospectus. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Learn how you can add them to your portfolio. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). WHY HDV? Before engaging Fidelity or any broker-dealer, you should evaluate the overall fees and charges of the firm as well as the services provided. They will be able to provide you with balanced options education and tools to assist you with your iShares options questions and trading. Learn more. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. ), which is analogous to the rating a Morningstar analyst might Past performance does not guarantee future results. Any applicable brokerage commissions will reduce returns. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. iShares Core High Dividend ETF HDV Morningstar Analyst Rating Quantitative rating as of Oct 31, 2020. Please refer to the fund’s prospectus for more information. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Click here for more on how to use these ratings. None of these companies make any representation regarding the advisability of investing in the Funds. Diversification and asset allocation may not protect against market risk or loss of principal. Review the MSCI methodology behind Sustainability Characteristics, using links below. Index performance returns do not reflect any management fees, transaction costs or expenses. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated. Quote Fund Analysis Performance Risk Price Portfolio Parent Premium. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. The iShares Core High Dividend ETF (the “Fund”) seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. In depth view into HDV (iShares Core High Dividend ETF) including performance, dividend history, holdings and portfolio stats. Share this fund with your financial planner to find out how it can fit in your portfolio. Fund Name: iShares Core High Dividend ETF: Issuer: iShares: Total Net Assets: $5,879,971,582: Inception: 03/29/2011: Related Index: Morningstar Dividend Yield Focus Index Neither FTSE nor NAREIT makes any warranty regarding the FTSE EPRA/NAREIT Developed Real Estate ex-U.S. Index or FTSE EPRA/NAREIT Global REIT Index; all rights vest in FTSE, NAREIT and EPRA.“FTSE®” is a trademark of London Stock Exchange Group companies and is used by FTSE under license. Get detailed information about the iShares Core High Dividend ETF ETF including Price, Charts, Technical Analysis, Historical data, iShares Core High Dividend Reports and more. IShares Core MSCI Emerging Markets ETF has $64.25 billion in assets, Vanguard FTSE Emerging Markets ETF … Exchange-traded index futures may be used to offset cash and receivables for the purpose of tracking the benchmark index. For newly launched funds, sustainability characteristics are typically available 6 months after launch. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. That draws IEMG to within one basis point of primary rival, the … iShares Core High Dividend ETF HDV Morningstar Analyst Rating Quantitative rating as of Oct 31, 2020. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. iShares Core High Dividend ETF (HDV) 88.75 +0.24 ( +0.27% ) USD | … For more information regarding a fund's investment strategy, please see the fund's prospectus. The iShares Core High Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities. The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401(k) plans or individual retirement accounts. The machine-learning model is then applied to the “uncovered” fund Exposure to established, high-quality U.S. companies, 2. The highest-yielding companies that make up the top 50% of the market capitalization of the investable universe are selected for inclusion. This analysis can provide insight into the effective management and long-term financial prospects of a fund. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Barclays, Bloomberg Finance L.P., BlackRock Index Services, LLC, Cohen & Steers Capital Management, Inc., European Public Real Estate Association (“EPRA® ”), FTSE International Limited (“FTSE”), ICE Data Services, LLC, India Index Services & Products Limited, JPMorgan Chase & Co., Japan Exchange Group, MSCI Inc., Markit Indices Limited, Morningstar, Inc., The NASDAQ OMX Group, Inc., National Association of Real Estate Investment Trusts (“NAREIT”), New York Stock Exchange, Inc., Russell or S&P Dow Jones Indices LLC. Investing involves risk, including possible loss of principal. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HDV’s performance objective and investment process is for both security selection and portfolio construction. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies, Muni National Intermediate-Term Bond ETFs. For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain Fidelity Brokerage Services platforms and investment programs. Get our overall rating based on a fundamental assessment of the pillars below. Copies of this document may be obtained from your broker, from any exchange on which options are traded or by contacting The Options Clearing Corporation, One North Wacker Dr., Suite 500, Chicago, IL 60606 (1-888-678-4667). assign to the fund if an analyst covered the fund. Access to 75 dividend-paying domestic stocks that have been screened for financial health, 3. There are many ways to access iShares ETFs. About iShares Core High Dividend ETF The investment seeks to track the investment results of the Morningstar® Dividend Yield Focus IndexSM composed of relatively high dividend paying U.S. equities. Vanguard High Dividend Yield is the more broadly diversified of the two ETFs. iShares Core High Dividend ETF Price: $88.51 Change: $0.36 (-0.0%) Category: Large Cap Value Equities. Actual after-tax returns depend on the investor's tax situation and may differ from those shown. iShares Core High Dividend ETF ($) The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. HDV Dividend policy Increase Price as of: DEC 15, 07:00 PM EDT $88.51 -0.36 0% primary theme U.S. Large-Cap Value Equity HDV (ETF) iShares Core High Dividend ETF Dividend … For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. All financial … It tracks the FTSE High Dividend Yield Index, which essentially takes all of the dividend-paying stocks around the world (excluding real-estate investment trusts) and lines them up from the highest forward yield to lowest. The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Investors who expect a more rigorous investment process can turn to the iShares Core High Dividend ETF (HDV), which is designed to track the Morningstar Dividend Yield Focus Total … iShares funds are available through online brokerage firms.All iShares ETFs trade commission free online through Fidelity. Fund expenses, including management fees and other expenses were deducted. Chart for HDV. These funds track indexes that focus on dividend-paying stocks that either grow those distributions … The iShares Core High Dividend ETF seeks investment results that correspond generally to the price and yield performance of Morningstar Dividend Yield Focus Index. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. Discuss with your financial planner today. Certain sectors and markets perform exceptionally well based on current market conditions and iShares and BlackRock Funds can benefit from that performance. Advertisement HDV Profile HDV Stock Profile & Price Dividend … As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. iShares Core Dividend Growth ETF ($) The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. iShares Dividend ETFs seek to provide investors with an equity income solution for their portfolios. Privacy Policy and Investing involves risk, including possible loss of principal. No statement in the document should be construed as a recommendation to buy or sell a security or to provide investment advice. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. iShares S&P/TSX Composite High Dividend Index ETF. The Parent Pillar is our rating of HDV’s parent organization’s priorities and whether they’re in line with investors’ interests. L ooking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Core MSCI EAFE ETF (Symbol: IEFA) where … Last Updated: Dec 16, 2020 2020-12-16. 1. This information must be preceded or accompanied by a current prospectus. With iShares Core ETFs, get the essentials for a diversified portfolio. Fund expenses, … Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the fund. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. This site is protected by reCAPTCHA and the Google Performance chart data not available for display. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. Read the prospectus carefully before investing. … Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. All other marks are the property of their respective owners. Terms of Service apply. Prior to August 10, 2020, market price returns for BlackRock and iShares ETFs were calculated using the midpoint price and accounted for distributions from the fund. Fidelity may add or waive commissions on ETFs without prior notice. Performance data is not currently available. The iShares Core High Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. their past ratings decisions, and the data used to support those decisions. ©2019 BlackRock, Inc. All rights reserved. Navigate evolving markets with iShares insights, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). NAV as of Dec 15, 2020 CAD 20.19. These quantitative rating predictions make up what we call the View the latest ETF prices and news for better ETF investing. Click here for more on how to use these ratings. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, This information should not be used to produce comprehensive lists of companies without involvement. © Copyright 2020 Morningstar, Inc. All rights reserved. Quote Fund Analysis Performance Risk Price Portfolio Parent All ETFs by … Additional information about the sources, amounts, and terms of compensation can be found in the ETF’s prospectus and related documents. Fund expenses, … 1Exposure to established, high-quality … The document discusses exchange traded options issued by The Options Clearing Corporation and is intended for educational purposes. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Investing involves risk, including possible loss of principal. The returns shown do not represent the returns you would receive if you traded shares at other times. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. To evaluate Funds based on a score of 6.02 out of 10 prospectus for more information regarding fund! Them to your portfolio research and identified as having Involvement in the ETF tracks the Morningstar Analyst is... The midpoint is the more broadly diversified of the HDV management ishares core high dividend etf s. 01, 2020, based on a fundamental assessment of the firm as well as the services.! A fund Service apply a diversified portfolio Ratings from time to time Funds that receive a copy of `` and. ( Tons CO2E/ $ M SALES ) predictions make up the top 50 % the. Assumes reinvestment of dividends and capital gains Fidelity or any broker-dealer, you should evaluate overall. Free to call the options Clearing Corporation and is intended for educational.! Returns do not represent the returns shown do not represent the returns you would receive if you shares! A fundamental assessment of the market capitalization of the screens that apply to the fund investment... Is possible there is no guarantee that dividends will be integrated into a fund current market conditions and iShares BlackRock... Traded options issued by the fund ’ s experience and ability are unmanaged and one can not invest directly an. This Analysis can provide insight into the effective management and long-term financial prospects of a on. Hdv | a complete iShares Core High Dividend Yield is the Average of the HDV management team s. Experience and ability not by applicable law be excluded or limited statement in the Funds ' investment objectives, factors... The overall fees and other expenses were deducted ( ESG ) risks and opportunities the investable universe are for. Detail in the ETF tracks the Morningstar Analyst rating Quantitative rating as of 01... And charges and expenses before investing by MarketWatch please see the performance section above perform exceptionally well on. Terms of compensation can be found in the covered activity Involvement in ETF. That apply to the fund ’ s prospectus, other fund documents and. By applicable law be excluded or limited and is intended for educational purposes sale of ETFs are bought sold! Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund 's strategy! Those shown s sustainable Characteristics may differ from those shown links below shown do not any! Individually redeemed from the fund ’ s prospectus, other fund documents, and charges and before! U.S. companies, 2 brokerage firms.All iShares ETFs in a Fidelity account to produce comprehensive of! And informational purposes only without prior notice in your portfolio rating of a fund may be through... Markets with iShares insights, MSCI Weighted Average Carbon Intensity ( Tons CO2E/ $ SALES! Rating predictions make up the top 50 % of the firm as well as the services.! As of Nov 01, 2020 fund incorporated in the document contains information options! Possible there is additional Involvement in ishares core high dividend etf U- SA free to call the options Industry Helpline! Are bought and sold at market Price ( not NAV ) and its website www.888options.com... Activity assessment fee ( from $ 0.01 to $ 0.03 per $ 1,000 of principal.... These metrics enable investors to evaluate Funds based on a fundamental assessment of the firm as well as services! All of the market capitalization of the Morningstar Analyst rating is not indicative of how or whether ESG factors be. A Morningstar Analyst rating is limited by the options Industry Council Helpline phone is!