iShares Core High Dividend ETF (HDV)

98.4 0.60%
May 28 close; Powered by Koyfin
Pros
3-year return above the benchmark
Low expense ratio
Cons
Low net assets
5-year return below the benchmark
10-year return below the benchmark

Pros

  1. HDV 3-year return is 10.55%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  2. HDV expense ratio is 0.08%, which is considered low. Nice job picking a low-cost fund.

Cons

  1. HDV net assets are $0.00 million. This fund is not a popular choice with retail investors.
  2. HDV 5-year return is 7.1%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  3. HDV 10-year return is 7.41%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.