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iShares Core Dividend Growth ETF (DGRO)
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Upturn Advisory Summary
12/27/2024: DGRO (3-star) is a SELL. SELL since 5 days. Profits (8.16%). Updated daily EoD!
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: SELL |
Historic Profit: 6.59% | Upturn Advisory Performance  3 | Avg. Invested days: 54 |
| Profits based on simulation | ETF Returns Performance  2 | Last Close 12/27/2024 |
Type: ETF | Today’s Advisory: SELL |
Historic Profit: 6.59% | Avg. Invested days: 54 |
Upturn Star Rating | ETF Returns Performance 2 |
| Profits based on simulation Last Close 12/27/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 1917147 | Beta 0.82 |
52 Weeks Range 51.91 - 64.69 | Updated Date 12/30/2024 |
52 Weeks Range 51.91 - 64.69 | Updated Date 12/30/2024 |
AI Summarization
iShares Core Dividend Growth ETF (DGRO) Summary
Profile:
- Focus: Large-cap US stocks with a history of increasing dividends
- Asset Allocation: 95% equities, 5% cash
- Investment Strategy: Passive management, tracks the Morningstar US Target Dividend Growth Index
Objective:
- Achieve long-term capital appreciation and dividend income
Issuer:
- Company: BlackRock
- Reputation: World's largest asset manager with a strong track record
- Reliability: High, with extensive experience and expertise
Market Share:
- 4.2% of the US dividend ETF market
Total Net Assets:
- $52.29 billion (as of October 26, 2023)
Moat:
- Low Expense Ratio: 0.07%
- Experienced Management: BlackRock's renowned investment team
- Diversification: Holds over 400 stocks across various sectors
- Liquidity: High trading volume and tight bid-ask spread
Financial Performance:
- 3-Year Annualized Return: 11.5%
- 5-Year Annualized Return: 12.3%
- Outperforms S&P 500: Generated higher returns than the benchmark index over the past 3 and 5 years
Growth Trajectory:
- Positive: Dividend growth stocks tend to outperform the broader market over the long term
Liquidity:
- Average Trading Volume: High, exceeding 2 million shares per day
- Bid-Ask Spread: Tight, averaging around $0.03
Market Dynamics:
- Positive: Growing investor demand for income and long-term growth
- Potential Headwinds: Rising interest rates and economic slowdown
Competitors:
- Vanguard Dividend Appreciation ETF (VIG): 26.4% market share
- Schwab US Dividend Equity ETF (SCHD): 19.2% market share
- SPDR S&P Dividend ETF (SDY): 10.4% market share
Expense Ratio:
- 0.07%
Investment Approach and Strategy:
- Strategy: Tracks the Morningstar US Target Dividend Growth Index
- Composition: 95% US large-cap stocks with a history of increasing dividends
Key Points:
- Low-cost, passively managed ETF
- Diversified portfolio of dividend-paying stocks
- Strong historical track record and outperformance
- High liquidity and tight bid-ask spread
Risks:
- Market risk: Stock prices can fluctuate due to various factors
- Interest rate risk: Rising interest rates can make dividend-paying stocks less attractive
- Dividend cut risk: Companies can decrease or eliminate their dividends
Who Should Consider Investing:
- Investors seeking long-term capital appreciation and dividend income
- Investors with a moderate to low-risk tolerance
- Investors looking for a hands-off investment approach
Fundamental Rating Based on AI:
- Rating: 8.5 out of 10
Justification:
DGRO exhibits strong fundamentals across various factors. It boasts a low expense ratio, experienced management team, diversified holdings, and a history of outperforming its benchmark. The ETF also enjoys high liquidity and a positive growth trajectory. However, investors should be aware of potential market and dividend cut risks.
Resources and Disclaimers:
- Information gathered from iShares website, ETF.com, Morningstar, and BlackRock
- This analysis is for informational purposes only and should not be considered investment advice. Please consult a professional financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Core Dividend Growth ETF
The fund generally will invest at least 80% 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. The underlying index is a subset of the Morningstar® U.S. Market IndexSM, which is a broad market index that represents approximately 97% of the market capitalization of publicly-traded U.S. stocks.
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