Key stats
About ISHARES SP US DIV GROWERS IDX ETF
Expense ratio
0.67%
Home page
Inception date
Sep 13, 2011
ISIN
CA46433G1046
The fund takes dividend sustainability screens to an extreme level, only holding firms that have increased dividends for the past 20 years. The highest yielding firms are then weighted by dividend yield. The resulting portfolio leans toward midcaps. Sector exposures vary widely in the high dividend space, most hold very little in the technology space as few can meet the 20-year screen. However, the index includes REITs within the financial sector allocation which helps pursue the funds objective of creating a regular monthly dividend income stream. The index is reconstituted annually and rebalanced quarterly.
Classification
What's in the fund
Exposure type
Miscellaneous
Stock breakdown by region