Ishares Core Dividend Etf Profile
| DGRO Etf | USD 55.30 0.04 0.07% |
Performance5 of 100
| Odds Of DistressLess than 9
|
IShares Core is selling at 55.30 as of the 19th of April 2024; that is 0.07 percent increase since the beginning of the trading day. The etf's open price was 55.26. IShares Core has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for iShares Core Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of February 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. More on iShares Core Dividend
Moving together with IShares Etf
| 0.98 | VTV | Vanguard Value Index | PairCorr |
| 0.97 | VYM | Vanguard High Dividend | PairCorr |
| 0.95 | IWD | iShares Russell 1000 | PairCorr |
| 0.96 | IVE | iShares SP 500 | PairCorr |
| 0.9 | DVY | iShares Select Dividend | PairCorr |
| 1.0 | SPYV | SPDR Portfolio SP | PairCorr |
Moving against IShares Etf
| 0.46 | MCD | McDonalds Report 23rd of April 2024 | PairCorr |
| 0.43 | AMPD | Tidal Trust II | PairCorr |
IShares Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares Core's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Core or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Old Name | iShares Trust - iShares Core Dividend Growth ETF |
| Business Concentration | High Dividend Yield ETFs, Strategy ETFs, Large Value, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2014-06-10 |
| Benchmark | Morningstar US Dividend Growth Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 26.09 Billion |
| Average Trading Valume | 1.58 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | High Dividend Yield |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | BlackRock Fund Advisors |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 30-Apr |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 423 |
| Market Maker | Citadel |
| Total Expense | 0.08 |
| Management Fee | 0.08 |
| Country Name | USA |
| Returns Y T D | 3.23 |
| Name | iShares Core Dividend Growth ETF |
| Currency Code | USD |
| Open Figi | BBG006MJFZJ6 |
| In Threey Volatility | 15.41 |
| 1y Volatility | 13.17 |
| 200 Day M A | 52.8947 |
| 50 Day M A | 56.4358 |
| Code | DGRO |
| Updated At | 18th of April 2024 |
| Currency Name | US Dollar |
iShares Core Dividend [DGRO] is traded in USA and was established 2014-06-10. The fund is listed under Large Value category and is part of iShares family. The entity is thematically classified as High Dividend Yield ETFs. iShares Core Dividend currently have 23.67 B in assets under management (AUM). , while the total return for the last 3 years was 5.7%.
Check IShares Core Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Core Dividend Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares Core Dividend Etf Constituents
| XOM | Exxon Mobil Corp | Stock | Energy |
| KO | The Coca Cola | Stock | Consumer Staples |
| WFC | Wells Fargo | Stock | Financials |
| VZ | Verizon Communications | Stock | Communication Services |
| PG | Procter Gamble | Stock | Consumer Staples |
| PFE | Pfizer Inc | Stock | Health Care |
| MSFT | Microsoft | Stock | Information Technology |
IShares Core Target Price Odds Analysis
Contingent on a normal probability distribution, the odds of IShares Core jumping above the current price in 90 days from now is about 64.06%. The iShares Core Dividend probability density function shows the probability of IShares Core etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days IShares Core has a beta of 0.8921 suggesting iShares Core Dividend market returns are highly reactive to returns on the market. As the market goes up or down, IShares Core is expected to follow. Additionally, iShares Core Dividend has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of IShares Core to move above the current price in 90 days from now is about 64.06 (This iShares Core Dividend probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
IShares Core Top Holders
| BAICX | Blackrock Incm Ptf | Mutual Fund | Allocation--30% to 50% Equity |
| BIICX | Blackrock Incm Ptf | Mutual Fund | Allocation--30% to 50% Equity |
| STTIX | Stadion Trilogy Alternative | Mutual Fund | Options Trading |
| PFTSX | Pfg Tactical Income | Mutual Fund | Allocation--30% to 50% Equity |
| BLDRX | Blackrock Managed Income | Mutual Fund | Allocation--15% to 30% Equity |
| BLADX | Blackrock Managed Income | Mutual Fund | Allocation--15% to 30% Equity |
| BDHIX | Blackrock High Income | Mutual Fund | Allocation--50% to 70% Equity |
iShares Core Dividend Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares Core market risk premium is the additional return an investor will receive from holding IShares Core long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Core. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares Core's alpha and beta are two of the key measurements used to evaluate IShares Core's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0613 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.02) |
IShares Core Against Markets
Picking the right benchmark for IShares Core etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares Core etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares Core is critical whether you are bullish or bearish towards iShares Core Dividend at a given time. Please also check how IShares Core's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in IShares Core without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy IShares Etf?
Before investing in IShares Core, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares Core. To buy IShares Core etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Core. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase IShares Core etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located iShares Core Dividend etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased iShares Core Dividend etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares Core Dividend, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares Core guide.
Already Invested in iShares Core Dividend?
The danger of trading iShares Core Dividend is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares Core is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares Core. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares Core Dividend is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether iShares Core Dividend offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares Core's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Core Dividend Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Core Dividend Etf: Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares Core Dividend. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
The market value of iShares Core Dividend is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Core's market value can be influenced by many factors that don't directly affect IShares Core's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.