IIAE ETF Analysis: Dividends, Returns TSX:IIAE — TradingView

Analysis

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The fund is passively managed to provide an ESG tilt to a high dividend portfolio of large-, mid-, and small-cap stocks within developed markets in Europe and Asia Pacific. Eligible stocks must have consistently increasing or stable dividends for at least 10 years, a non-negative dividend payout ratio, and a maximum 10% indicated dividend yield. The index screens eligible companies based on their S&P DJI ESG scores. Securities with the lowest ESG scores are filtered out from the portfolio. The index further excludes companies involved in controversial business activities or are not compliant with the UNGC principles, as determined by Sustainalytics. Remaining securities are ranked by indicated dividend yield and the 100 highest ranking stocks are selected, subject to country and sector diversification requirements. The resulting portfolio is weighted by market capitalization. Sampling methodology is used to track the index, which rebalances annually. Index constituents are reviewed monthly based on dividend screens and quarterly for ESG criteria eligibility.