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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.08% 0.04% 26.19B 1.652M
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.34% 30.00% -429.98M Upgrade

Basic Info

Investment Strategy
The investment seeks to track the investment results of the Morningstar® U.S. Dividend Growth IndexSM. 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.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Value
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Value
Category Index Russell 1000 Value TR USD
Global Category Name US Equity Large Cap Value
YCharts Categorization US Large Cap Value
YCharts Benchmark Russell 1000 Value Total Return (^RLVTR)
Prospectus Objective Equity-Income
Fund Owner Firm Name iShares
Prospectus Benchmark Index
Morningstar US Dividend Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Greg Savage 9.65 yrs
Jennifer Hsui 9.65 yrs
Paul Whitehead 2.08 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of February 28, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
23.01%
-2.35%
29.88%
9.50%
26.64%
-7.90%
10.49%
4.29%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.53%
16.42%
-5.91%
24.07%
1.14%
26.21%
-0.46%
6.57%
3.21%
13.41%
-2.98%
20.23%
-6.47%
19.44%
7.06%
1.74%
3.35%
20.83%
-5.56%
27.28%
15.08%
29.87%
-3.23%
4.57%
1.71%
22.75%
-9.91%
37.70%
13.43%
31.13%
-13.28%
20.37%
1.84%
As of February 28, 2024.

Asset Allocation

As of February 27, 2024.
Type % Net % Long % Short
Cash 0.44% Upgrade Upgrade
Stock 99.56% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to track the investment results of the Morningstar® U.S. Dividend Growth IndexSM. 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.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Value
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Value
Category Index Russell 1000 Value TR USD
Global Category Name US Equity Large Cap Value
YCharts Categorization US Large Cap Value
YCharts Benchmark Russell 1000 Value Total Return (^RLVTR)
Prospectus Objective Equity-Income
Fund Owner Firm Name iShares
Prospectus Benchmark Index
Morningstar US Dividend Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Greg Savage 9.65 yrs
Jennifer Hsui 9.65 yrs
Paul Whitehead 2.08 yrs

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