iShares Emerging Markets Dividend ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.  

 The strategy receives a Below Average Process Pillar rating. Independent of the rating, analysis of the strategy's portfolio shows it has maintained a significant overweight position in yield exposure and an underweight in momentum exposure compared with category peers. High yield exposure is attributed to holding more stocks with high dividend or buyback yields. And low momentum exposure is rooted in holding stocks that are not currently on a winning streak and instead holding those that managers believe are undervalued. The strategy’s management team earns an Above Average People Pillar rating. The strategy's parent organization earns the firm an Above Average Parent Pillar rating. People Pillar and Parent Pillar ratings for this strategy are indirectly assigned by a Morningstar analyst rather than algorithmically derived. Please see the notes following each pillar section for more details. The details of assigning methods can be found in each pillar section.

Analyst Rating

Aduro BioTech

Star Bulk Carriers

Vedanta Limited

TransUnion

Capitol Investment Corp. V

KKR Income Opportunities Fund

Apollo Commercial Real Estate Finance

American Shared Hospital Services

TE Connectivity

VictoryShares Emerging Market Volatility Wtd ETF

Morningstar's evaluation of this security's process aims to determine the likelihood that it will outperform its Morningstar Category index on a risk-adjusted basis over the long term. iShares Emerging Markets Dividend ETF earns a Below Average Process Pillar rating. 

The process benefits from the parent firm's five-year risk-adjusted success ratio of 59%. The measure indicates the percentage of a firm's funds that survived and outperformed their respective category's median Morningstar Risk-Adjusted Return for the period. However, the rating is weakened by the fund's weak long-term risk-adjusted performance. This can be seen in its five-year alpha calculated relative to the category index, which suggests that the process has struggled over that period. 

 This strategy tends to hold smaller, more value-oriented companies compared with its average peer in the Diversified Emerging Mkts Morningstar Category. Examining additional factor exposure, the managers have consistently overweighted yield-paying companies compared with Morningstar Category peers in recent years, shown by the portfolio's high exposure to stocks paying dividends or buying back shares. Higher-yield stocks can provide steady income, but also have their risks. Dividend payers may cut payouts, for instance, if their earnings fall. In recent months, the strategy was more exposed to the Yield factor compared with its Morningstar Category peers as well. This strategy has also demonstrated a bias towards lower-momentum stocks over its peers over the past years. Momentum investors tend to expect stocks that have done well recently to continue to do so in the short term. Momentum approaches can entail higher turnover and trading costs since the top stocks can often change. Similarly, in recent months, the strategy also had less exposure to the Momentum factor than peers. In addition, this strategy has not maintained a defensive tilt, demonstrated by low exposure to the quality factor. This means the fund avoids holding firms that are consistently profitable, growing, and have solid balance sheets. Such positions do not tend to provide much ballast for a portfolio. In this month, however, the strategy had more exposure to the Quality factor than its peers. More information on a fund and its respective category's factor exposure can be found in the Factor Profile module within the Portfolio section. 

 The portfolio is overweight in basic materials and utilities relative to the category average by 17.3 and 10.5 percentage points, respectively. The sectors with low exposure compared to category peers are technology and consumer cyclical, underweight the average by 11.6 and 11.1 percentage points of assets, respectively. The portfolio is positioned across 142 holdings and its assets are more dispersed than peers in the category. In particular, 18.9% of the portfolio's assets are concentrated in the top 10 fund holdings, as opposed to the category average's 25.7%. And finally, in terms of portfolio turnover, this fund trades more frequently than its average peer, potentially racking up additional expenses for investors and creating a drag on performance.

Below Average

Process

iShares Emerging Markets Dividend ETF benefits considerably from its team, earning it an Above Average People Pillar rating. There are three managers listed on the fund: Greg Savage, Jennifer Hsui, Paul Whitehead. Experience on the team is abundant, with 17 years of average portfolio management experience. Together, they manage a total of 258 strategies, with solid long-term prospects. The strategies average a Silver asset-weighted Morningstar Medalist Rating, indicating a position to deliver positive alpha relative to the category median in aggregate. The team has lacked continuity recently, with a manager leaving in the last six months, detracting from its rating. Even though it is a passive fund, high turnover can still hinder the effectiveness of the investment process. 

 Note: This People Pillar rating is indirectly assigned by an analyst. Morningstar analysts evaluate the People Pillar for passive products at the brand level and may also differentiate by asset class. There is at least one other passive strategy at the firm that is covered by a Morningstar analyst, so the People Pillar rating of the fund is inherited from the rating that the Morningstar analyst assigned to investment vehicles under the same brand name.

Above Average

People

BlackRock offers compelling options across asset classes and vehicles. It earns an Above Average rating for Parent. 
The firm’s approximately USD 8 trillion in assets under management, as of Sept. 30, 2022, gives it unparalleled scale and influence. It is a market-leading index fund provider globally, and its iShares exchange-traded fund franchise offers a low-cost lineup of core funds that investors can use to build a well-diversified portfolio for dirt cheap. The firm can be more adventurous in its ETF launches than some peers, so not everything it launches is appropriate for the masses. As a result, it is likely to have more ETF closures than peers that stick to the basic building blocks.  
The firm’s active fixed-income and multi-asset efforts also stand out as some of the best in the industry. Those benefit from BlackRock’s commitment to building a first-class risk management system via its Aladdin analytics software. The software is also available for sale to other firms and has proved to be a popular option for competitors, a testament to its usefulness. 
More recently, the firm has shifted its focus to ESG offerings and incorporating ESG across its investment lineup, leading to a political backlash in the United States.
BlackRock isn’t the best at everything it tries to do, but retail investors, financial advisors, and large institutions could all build robust portfolios using BlackRock’s products.

Parent

iShares Emerging Markets Dividend ETF

DVYE tracks a dividend-weighted index of high-dividend-paying emerging markets companies.

iShares Emerging Market Dividend ETF combines the investment themes of emerging markets and dividends. The fund's portfolio is heavily tilted towards materials and energy, with a significant portion invested in Brazil and China. Over the past 10 years, DVYE's performance has been erratic, and investing in a developed market ETF may have yielded better results.

DVYE: A High Yielding ETF That Carries Risks

The iShares Emerging Markets Dividend ETF (DVYE) made its debut on 02/23/2012, and is a smart beta exchange traded fund that provides broad exposure to the Broad Developed Market ETFs category of the market.

Is iShares Emerging Markets Dividend ETF (DVYE) a Strong ETF Right Now?

iShares Emerging Markets Dividend ETF, managed by BlackRock, focuses on high-dividend-yielding stocks in emerging markets, offering an attractive yield at the surface. DVYE follows the Dow Jones Emerging Markets Select Dividend Index, aiming to replicate the performance of this index before fees and expenses. While the iShares Emerging Markets Dividend ETF offers high yields and potential exposure to emerging markets, its high risk and weak long-term performance warrant caution for potential investors.

DVYE: High Yield, High Risk, Poor Timing

International stocks trade with discounted prices and valuations. Emerging market stocks doubly so. iShares Emerging Markets Dividend ETF is a simple emerging markets ETF, offers exposure to cheap emerging market equities, and yields 8.8% to boot. The fund is a strong, high-yield investment, but quite risky, too.

DVYE: Emerging Markets ETF, Strong 9.0% Yield, Cheap Valuation, Risky Holdings

DVYE invests in high-yield stocks in emerging markets. It seems to own a lot of stocks whose yield is boosted by one-time special dividends. It also has many yield traps.

DVYE: A High Yield To Avoid

DVYE invests in high dividend paying companies in emerging markets. The fund sports a 10.1% trailing distribution yield.

DVYE: Perpetually Out Of Favor

DVYE invests in relatively high-yielding dividend stocks in emerging markets. The fund's focus on high-yielding stocks may result in a lower-quality portfolio and impact its long-term total returns negatively.

DVYE: You Should Not Own This ETF For The Long Term

Vanguard FTSE Emerging Markets ETF

After years of valuation comparison, emerging markets have become very attractive at this point, both in absolute terms and relative terms. This article examines two popular emerging market funds to help investors make an informed decision in this space.

VWO And DVYE: Consider Emerging Markets For Your 2023 Portfolio

Through investing in dividend-paying stocks from high-growth major emerging markets, DVYE has been able to generate strong yield and total returns. DVYE targets the core sectors (materials, energy, utilities, financials) in emerging markets having large size, high growth, and better credibility.

DVYE: Steady Yield Generating EM Fund Betting High In The Core Sectors

iShares MSCI Emerging Markets ETF

iShares JP Morgan USD Emerging Markets Bond ETF

Invesco Emerging Markets Sovereign Debt ETF

Global X MSCI SuperDividend Emerging Markets ETF

Invesco DB US Dollar Index Bullish Fund

Falling inflation in many developing economies, cheaper valuation and higher yields may boost some emerging markets ETFs.

Time for Beaten-Down Emerging Markets ETFs?

There is strong re-pricing risk for the iShares Emerging Markets Dividend ETF, DVYE. The macroeconomic uncertainty will continue to widen equity risk premiums for emerging markets.

DVYE ETF: Macroeconomic Environment Is Unkind To Emerging Markets

DVYE invests in higher-yielding stocks based in emerging markets, with Brazil being the fund's largest country exposure. On a risk-adjusted basis, DVYE remains undervalued, while FX tailwinds could also materialize in the long run.

DVYE: Emerging Market Dividend Stocks Remain Undervalued

DVYE is an emerging market ETF with an attractive 7.88% yield. Valuation also look attractive, but there are two red flags.

2 Reasons To Avoid DVYE: China And A Scary Total Return

WisdomTree Emerging Markets High Dividend Fund

ProShares MSCI Emerging Markets Dividend Growers ETF

ALPS Emerging Sector Dividend Dogs ETF

It's long been said that emerging markets equities offer investors a value proposition relative to U.S. stocks, and that remains true today despite a rough five-month stretch for the S&P 500. However, as is the case with searching for value in other regions, some exchange traded funds are better suited for emerging markets value-seekers than [.

Where to Turn for Value in Emerging Markets Stocks

DVYE is trading a valuation that suggests a high level of uncertainty. While there are many variables to consider, DVYE's valuation would suggest that annual returns are likely to be high even if earnings are underwhelming.

DVYE: Most Likely Undervalued In Spite Of Implied Uncertainty

Emerging markets stocks are struggling again this year, but that's painting with broad strokes. Investors taking the time to conduct further examination will find pleasant surprises in the form of Latin American stocks.

Evaluate EDOG for Latin American Exposure

iShares MSCI Russia ETF

Schwab Fundamental Emerging Markets Large Co. Index ETF

VanEck Vectors Russia ETF

A handful of stock and bond funds have above-average exposure to Russia. Some have taken big hits due to Western sanctions aimed at crippling Russia's economy.

The 10 stock and bond funds with the biggest Russia exposure

Emerging markets assets are dealing with bumps in the early innings of 2022, but with valuations looking attractive, investors may want to consider nibbling at the long-criticized asset class. A potentially safe way of doing that is by commanding the power of dividends.

Playing It Safe in Emerging Markets

DVYE's current yield and valuations are infinitely superior to an ETF tracking high-yielders of the S&P 500. Emerging market stocks are expected to be the most generous with their payouts this year.

DVYE: Hard To Look Away Considering The Valuations And Yield On Offer

With the widely followed MSCI Emerging Markets Index down 6% year-to-date, it's understandable that investors aren't enthusiastic about emerging markets equities heading into 2022. Some professional investors are expressing the same sentiment, further compounding retail investors' trepidation about developing economies in 2022.

A Prudent Approach to Emerging Markets in 2022

DVYE strategy and portfolio. Past performance vs. competitors.

DVYE: A High Yield With Too Much Risk

Emerging market equities are seeing strong growth as the pandemic subsides, yet valuations remain depressed. Potential gains are quite high.

DVYE: Strong Emerging Markets ETF, 6.2% Dividend Yield

Dividend stocks in emerging markets are undervalued.

DVYE: Emerging Markets Dividend Stocks Are Undervalued

Global X SuperDividend Alternatives ETF

Global X SuperDividend US ETF

Invesco KBW High Dividend Yield Financial ETF

Invesco KBW Premium Yield Equity REIT ETF

Global X Superdividend ETF

Global companies are so cash-rich that they are looking forward to roll out dividends, according to a global study by Janus Henderson Investors, as quoted on a Bloomberg article.

Global Dividends to Reach Near-Record Payouts? ETFs to Buy

The iShares Emerging Markets Dividend ETF provides exposure to a broad range of established companies in emerging markets countries featuring high dividend.

News for iShares Emerging Markets Dividend ETF ETF (DVYE)