A strong management team and sound investment process underpin iShares International Select Div ETF's Morningstar Medalist Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.  

 The strategy’s management team earns an Above Average People Pillar rating. The strategy's effective investment approach earns an Above 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 currently has an underweight in liquidity exposure compared with category peers. High yield exposure is attributed to holding high dividend-paying or buyback stocks, and is suitable for income seekers outside of fixed-income. And a low liquidity exposure is rooted in stocks with lower trading volumes, limiting managers' flexibility. 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

TotalEnergies SE

BHP Billiton

SPDR Bloomberg Barclays Mortgage Backed Bond ETF

Rio Tinto plc Sponsored

Vodafone Group

Telefonica SA

Bank of Nova Scotia

Ormat Technologies

Arcosa Inc

NatWest Group plc 

Morningstar's evaluation of this security's process aims to determine the likelihood that it will outperform its Morningstar Category benchmark on a risk-adjusted basis over the long term. iShares International Select Div ETF earns an Above Average Process Pillar rating. 

The most meaningful contributor to the rating is the firm's five-year retention rate of 92% over the period. This fund tracks an index, which also increases its process rating. Historical data, like Morningstar's Active/Passive Barometer, shows that passively managed funds have generally outperformed their active counterparts, especially over longer time horizons. 

 This strategy leans toward smaller, more value-oriented companies compared with its average peer in the Foreign Large Value Morningstar Category. Looking at 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 dependable 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. The strategy also had less exposure to highly liquid stocks compared with Morningstar Category peers in recent months. Less-liquid stocks might offer strong returns to compensate for their risks, but they can be harder and more expensive to trade in bear markets.  Additionally, the strategy had less exposure to high-momentum stocks compared with Morningstar Category peers in recent months. Momentum tends to be a powerful force in asset markets, as stocks that have done well recently usually continue to do so in the short term. As top performers change, this can sometimes be hard to capture without higher trading costs.  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 utilities and financial services relative to the category average by 9.8 and 7.6 percentage points, respectively. The sectors with low exposure compared to category peers are healthcare and technology, underweight the average by 9.4 and 7.1 percentage points of assets, respectively. The strategy owns 164 securities and is relatively top-heavy. Of the strategy's assets, 30.6% are concentrated within the top 10 holdings, compared to the category’s 13.9% average. And finally, in terms of portfolio turnover, looking at year-over-year movements, 29% of the fund's holdings have changed, whether through increasing, decreasing, or changing a position.

Above Average

Process

iShares International Select Div ETF's strong equity team drives the strategy's Above Average People Pillar rating. There are three managers listed on the fund: Paul Whitehead, Jennifer Hsui, Greg Savage. The team is well equipped, with an average of 18 years of portfolio management experience. Together, they manage a total of 257 strategies, with a Silver asset-weighted average Morningstar Medalist Rating, demonstrating their potential to deliver positive alpha relative to the category median in aggregate.  

 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.

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 International Select Dividend ETF

IDV tracks a dividend-weighted index of 100 of the highest-yielding securities in developed countries outside the US.

JPMorgan Equity Premium Income ETF

Income-oriented investors should build portfolios that generate steady streams of portfolio income through dividends and interest payments. Many value stocks pay significant dividends, but those dividend payments (and yields) are not set in stone.

How I Generated $10,000 in Dividend Income in 2023 (and How I Plan to Increase That by 10% This Year)

IDV offers exposure to developed international high yield companies at a good price. It is less concerned with dividend growth, but has consistently delivered a high dividend yield. Valuation? Check. Yield? Check. Price catalyst to make it a buy? Not just yet, so it's a hold.

IDV: 6.7% Yield, Selling At 6x Earnings; Its Time Will Come

Vanguard High Dividend Yield ETF

Value is currently out of favor, both in the U.S. and internationally. Specific to the Vanguard High Dividend Yield ETF and the iShares International Select Dividend ETF, both are trading at discounted valuations. Especially in the case of IDV, it's currently trading at single-digit P/E and yielding almost 7%, attractive both compared to the overall market and its own historical averages.

VYM Vs. IDV: Why We Prefer U.S. Over International

The iShares International Select Dividend ETF offers coverage to 100 high dividend-yielding developed market securities outside the US. We pick out some of the flaws in IDV's screening process. The ETF has a high yield but poor dividend growth and has delivered lower returns compared to a popular plain vanilla developed markets ETF.

IDV ETF: Tasty Yield, But Not Too Comforting Otherwise

Global X SuperDividend US ETF

First Trust STOXX European Select Dividend Index Fund

First Trust Morningstar Dividend Leaders Index Fund

Legg Mason International Low Volatility High Dividend ETF

The dividend ETFs are available at sale and can bought now to ride out the current tumultuous time.

5 Dividend ETFs That Are on Sale

iShares International Select Dividend ETF is invested in 100 dividend stocks from developed countries. It is overweight in financials but well-diversified across countries and holdings. IDV has an attractive 7% yield and a dividend growth rate beating inflation, but total return is underwhelming relative to peers.

IDV: Attractive Yield And Dividend Growth, Underwhelming Return

iShares MSCI ACWI ETF

JPMorgan Ultra-Short Income ETF

ProShares S&P 500 Dividend Aristocrats ETF

Invesco Global Short Term High Yield Bond ETF

SPDR S&P 500 ETF Trust

SPDR Portfolio S&P 500 Value ETF

Vanguard Dividend Appreciation ETF

Consumer Staples Select Sector SPDR Fund

Health Care Select Sector SPDR Fund

Principal Active Income ETF

The 60/40 has proven to be one of the winning and time-tested strategies.

Time for 60/40 Portfolio? ETFs in Focus

Pacer US Cash Cows 100 ETF

Energy Select Sector SPDR Fund

The allure of the stock market can be hampered by volatility and economic uncertainty. And while individual stocks typically dance to the erratic rhythm of market sentiments, ETFs have steadily waltzed their way into the hearts of savvy investors.

The 3 Most Undervalued ETFs to Buy Now: August 2023

The IDV ETF offers income-oriented investors exposure to developed markets, while avoiding emerging market volatility. IDV serves as a hedge against poor US economic performance, as it tends to move inversely to the US dollar index, providing a stable income stream and consistent distributions. Even though IDV hasn't delivered great results since its inception, it's still the best option for investors looking to diversify their income source among strong currencies.

IDV: Still The Best Option For Income Protection

The US Dollar Index is hovering right at critical support - a break lower could lead to more non-US alpha. While Financials are a major weight in IDV, foreign Financials are acting much differently than US banks.

IDV: International Dividend Payers Looking Better, But Not A Buy Yet

Allianz SE

AXA SA

BASF SE

British American Tobacco

Chevron

Deutsche Post AG

iShares MSCI Brazil ETF

iShares Core High Dividend ETF

Imperial Brands PLC

Mercedes-Benz Group AG

Altria

Medical Properties Trust

Realty Income Corp

Philip Morris

Schwab US Dividend Equity ETF

Simon Property Group

Sociedad Quimica Y Minera De Chile

Swiss Re AG

AT&T

How To Allocate $20,000 Among 25 Dividend Income Stocks And ETFs.

How To Allocate $20,000 Among 25 Dividend Income Stocks And ETFs

IDV invests in high-yielding stocks in developed markets in Europe, Pacific, Asia, and Canada. While IDV has a 12-month trailing 6.83%-yielding dividend, we believe the long-term growth potential of this fund is quite limited and can result in low or negative capital returns.

IDV: Not A Good Investment In The Long Term

A role reversal could be taking shape between the US and international equities as to which leads the global market. Attractively-priced foreign equities that pay high yields are not a sexy spot, but the area has seen some relative strength in the last year.

IDV: A Pricey Play On A Rebound In Developed Market High Dividend Names

For income seekers looking to diversify away from U.S. equities, the iShares International Select Dividend ETF with its 7% yield is tempting. However, in addition to the income-generating aspect, it is important to look at capital appreciation.

IDV: Pays High Dividends, But Avoid Due To Currency Risks

This article compares The Vanguard High Dividend Yield ETF (VYM) and the iShares International Select Dividend ETF (IDV). These funds are popular among dividend investors to seek exposure to the U.S. domestic market and international market, respectively.

VYM Vs. IDV: IDV's Valuation Discount Is Too Large To Ignore

After all our ETF coverage we are beginning to refine our view, and IDV meets our value criteria under plenty of market factors. Rate hikes are changing the standard for equities and you'll need a margin of safety as long-term inflation risks seeing rates get really high.

IDV Is Decent Value And Great Income

iShares Select Dividend ETF

Global X Superdividend ETF

Invesco S&P 500 High Dividend Low Volatility ETF

SPDR S&P Global Dividend ETF

Real Estate Select Sector SPDR Fund

Dividend exchange-traded funds (or ETFs) offer investors the opportunity to have a passive income stream. They are also an easy way to diversify your portfolio without having to do the work of researching individual stocks.

8 Dividend ETFs to Buy and Hold Forever

With a 7% dividend yield, IDV is among the highest yielding long-only dividend ETFs on the market. IDV has excellent empirical risk factor exposure, which gives it good odds of outperforming the broad ex-U.S. market in the long run.

IDV: This 7% Yielding ETF Is A Market-Beating Dividend Play

IDV invests in international stocks with strong historical dividend yields. Even based on lower-than-consensus earnings growth projections, IDV looks to be cheap.

IDV: International Dividend Stocks Are Undervalued

United States Brent Oil Fund LP

Invesco BulletShares 2023 High Yield Corporate Bond ETF

Invesco DB Commodity Index Tracking Fund

Cambria Foreign Shareholder Yield ETF

iShares iBonds 2023 Term High Yield and Income ETF

First Trust Low Duration Strategic Focus ETF

What should a retiree do in a rocky investing environment like now? We highlight a few ETF strategies that could be considered in a retirement portfolio with a medium-term focus.

An ETF Retirement Portfolio for 2022

VictoryShares International High Div Volatility Wtd ETF

WisdomTree International High Dividend Fund

SPDR S&P International Dividend ETF

LibertyQ International Equity Hedged ETF

Xt EAFE Div Yld Shs

Invesco International Dividend Achievers ETF

The year 2022 bodes well for international equity ETFs, though mostly in the dividend segment.

8 Foreign Dividend ETFs That Have Trumped S&P 500 YTD

Global X Copper Miners ETF

Himax Tech

STMicroelectronics NV ADR RegS

Toyota Motor

Vestas Wind Systems A/S

These are seven of the leading foreign stocks to invest in now. BTI, HIMX, STM, TM, and more can make great investments.

7 Hot Foreign Stocks to Buy Now Despite Global Volatility

WisdomTree Emerging Markets High Dividend Fund

Amplify CWP Dividend & Option Income ETF

SPDR S&P Dividend ETF

Invesco Variable Rate Preferred ETF

Pacer Global Cash Cows Dividend ETF

ProShares S&P MidCap 400 Dividend Aristocrats ETF

Interest rates will rise in 2022. It shouldn't make dividend ETFs any less attractive.

7 Dividend ETFs to Buy For the Long Haul

iShares Asia/Pacific Dividend ETF

First Trust DJ Global Select Dividend Index Fund

Fidelity International High Dividend ETF

ALPS International Sector Dividend Dogs ETF

ALPS Sector Dividend Dogs ETF

SPDR Portfolio S&P 500 High Dividend ETF

Dividend is among the investing themes that are considered safe plays. Even if the stock or the fund falls, higher current income would go a long way in protecting investors' total returns.

News for iShares International Select Dividend ETF ETF (IDV)